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Dynamic and Dependent Fields

Written by Jon Trasobares

What is the difference between a dynamic field and a dependent field?

The difference is what changes when you select a value in the source field:

Configuration

What changes

When to use it

Dynamic field

The target field appears or is hidden.

When you only need to request information in specific situations.

Dependent field

The options available in the target list change.

When valid options depend on a previous selection.

  • In both cases, a source field controls another field’s behaviour within the same entity.

  • The source field must be a value list.

  • To configure a dependency, the target field must also be a value list.


Configure a dynamic field

  1. Go to Fields and select the relevant entity.

  2. Find the field you want to show or hide.

  3. Hover over its row and select the pencil icon.

  4. Expand Dynamic visibility settings.

  5. Under Field that controls visibility, select the source field.

  6. Under Values that display the field, select the values that will make it appear.

  7. Select Save.

To also configure mandatory status, read-only mode, or a default value for each selection, see the article about Smart Fields.

Practical example: display a field only for contractors

Situation and objective

A building materials company works with distributors, contractors, and end customers.

It only needs to record the estimated monthly purchase volume for contractors.

Configuration

Configure both fields within the same entity:

Element

Configuration

Source field

Customer type.

Source field options

Distributor, Contractor, and End customer.

Target field

Estimated monthly purchase volume.

Value that displays the field

Contractor.

Expected result

Customer type selection

Is Estimated monthly purchase volume displayed?

Distributor

No

Contractor

Yes

End customer

No

Here, the target field’s visibility changes. The form only requests the purchase volume when relevant.


Configure a dependent field

  1. Go to Fields and select the relevant entity.

  2. Find the selection field whose options you want to limit.

  3. Hover over its row and select the pencil icon.

  4. Under Field that controls values (dependency), select the source field.

  5. Select Save.

  6. Go to Value lists and open the list associated with the dependent field.

  7. Configure the relationship between its options and the source field’s values.

Selecting the source field establishes the dependency. The list configuration determines which options correspond to each value.

Practical example: offer finishes according to the material

Situation and objective

A company offers different finishes for wood, metal, and stone.

It needs the “Available finish” field to offer only the options corresponding to the selected material.

Configuration

Configure both fields within the same entity:

Element

Configuration

Source field

Material type, configured as a value list.

Source field options

Wood, Metal, and Stone.

Dependent field

Available finish, also configured as a value list.

Link the values in both lists:

Selected material

Available finishes

Wood

Natural, Dark stain, and Varnished.

Metal

Galvanised, Painted, and Brushed.

Stone

Polished, Aged, and Rustic.

Expected result

When you select “Wood”, the finish list offers “Natural”, “Dark stain”, and “Varnished”.

When you change the selection to “Metal”, it offers “Galvanised”, “Painted”, and “Brushed”.

Here, the target list’s options change. This relationship helps prevent users from selecting finishes that do not match the material.



Good practice

  • Define the expected result first: show or hide a field, or limit a list’s options.

  • Check that the source and target fields belong to the same entity.

  • For dependencies, review the options associated with each source value to avoid incomplete lists or incorrect relationships.

  • Test all source values, including those that should not display the field or have no associated options.

  • Change the selection after completing the target field and check what happens to the information.

  • Verify the result in the web and mobile apps when the field is available in both.

  • Before making it available to the team, check the configuration in creation and editing forms.

If you need to combine visibility with other behaviour conditions, review the specific Smart Fields configuration.

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