Choice List Relations

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Choice List Relations allows the administrator to associate multiple choice lists and create a set of combinations. Additionally, link parent and child choice list values together in a single screen. Whereas Choice List, is a simple drop-down list from user or table driven values.

In this window, the administrator is able to manage the Choice List relations. Changes and additions to choice lists are immediately available within eCASE. This allows administrators to manage dropdown list values without having direct access to the form itself.

Navigate to Settings > Setup > Choice List Relations, to view all current Choice List Relations.

Table displaying choice list relations with names, internal names, and active status.

To create a new choice list relation:

  1. Click New

Form fields for name, internal name, description, and choice lists with mandatory notes.

  1. Fill out the Name and optionally, enter a description for the new choice list relation.

  2. In the Choice Lists field, click Add. A new window will appear, where you can select a choice list to add.

Dropdown menu for selecting action type in a user interface.

  1. Select a choice list from the drop-down list, and click Add

  2. Repeat steps 3-4 to add multiple choice lists. To create a choice list relation, you must add at least two choice lists.

  3. If you would like your choice list relation to be active, select the checkbox for Active

  4. Click Save when finished. Your new choice list relation will now appear in the list of all existing choice list relations.

  5. If you would like to edit the name or the choice lists included in your choice list relation, or if you would like to activate/inactivate your choice list relation, select the choice list relation and click Edit

To manage the values in a choice list relation:

  1. Select a choice list relation and click Manage Values

Manage Values section in Choice List Relations with options for editing and deleting.

  1. A new window will appear, where you can add relations between choice list values of the choice lists configured to be included in your relation. Notice that the columns in the window will correspond to the choice lists that you added to the relation when creating the choice list relation.

Empty data fields for Region and Department with a warning message displayed.

  1. Click Add to add a relation

Dropdown menus for selecting region and department in a user interface.

  1. Select a value for each drop down list. These values will have a relation between each other.

Dropdown menus for selecting region and department in a user interface.

  1. Click Add when finished. The new relation will appear in the list of relations for the choice list relations

Table displaying regions and departments, highlighting 'Region 1' and 'Developers'.

6. Repeat steps 3-5 as necessary to configure the relations between the choice lists configured in the choice list relation.