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Administrator Guide
Last Updated: 2023-06-23
Create Conditional Lists for Custom Fields

Create Conditional Lists for Custom Fields

Create a project, contract, or supplier profile.
Conditional lists enable you to control the list of available options in certain fields based on prior answers. You can create new conditional list options for any single-select custom field. You can report on dependent fields in the same way as custom fields.
  1. Access
    Field Settings
    Custom Fields
     from
    Settings
    .
  2. (Optional) Add a new field.
  3. Click
    Add Options
     on the field you want to add a conditional list to.
  4. Enter your new options and click
    Add
    .
  5. Click
    Add Dependent Fields
    .
  6. Enter a name and click
    Save
    .
  7. Click
    Add Options
     on each field you want to add dependent fields to.
  8. Enter your dependent fields and click
    Add
    .
    You can further add dependent fields on dependent fields.
In
Settings
, you can see which fields have dependent fields.
Set up single-select custom fields for states and cities:
Field
Options
California
Los Angeles
San Diego
San Francisco
Chicago
New York
Albany
New York City
Test your custom fields in contracts, projects, and supplier profiles.