Use the Cascading Options Field through 3 topics, including creating the field, setting cascading option content, and entering data by level.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create the field | Free |
| 2 | 2. Set cascading option content | Free |
| 3 | 3. Enter data by level | Free |
How-to Guide
1. Create the field
Entry: “+” button on the right side of the table header → “Cascading Options”
- Find the “+” button on the right side of the table header.
- Click the “+” button to open the field type list.
- Select the “Cascading Options” field.
- Enter a field name.
- Click “OK” to finish creating the field.
Success Criteria
- Interface result: A new Cascading Options field column appears in the table.
- Next action available: You can continue to open field settings and edit option content.
Tips While Using
- Common mistake: If you are not working in the correct data table first, the field may be added to a different table.
- Environment note: Use this in a data-table scenario that supports field management.
2. Set cascading option content
Entry: Right-click the field title → “Field Settings” → “Edit Options”
- Right-click the title of the Cascading Options field.
- Select “Field Settings.”
- Click the “Edit Options” button.
- In the edit window, set the level-1, level-2, and level-3 option titles.
- Click “+ Add Option” or “Batch Edit” as needed to add content for each level.
- Click “OK” to save the settings.
Success Criteria
- Interface result: The field settings show a configured multi-level option structure.
- Next action available: After you return to the table, you can choose values by level in a cell.
Tips While Using
- Common mistake: If parent options are not set first, the child-option structure may be incomplete.
- Environment note: The feature supports up to 3 linked levels.
3. Enter data by level
Entry: Click a cell in the Cascading Options field
- Click the target cell in the Cascading Options field for the record you want to edit.
- Select a level-1 option first.
- Based on that selection, choose the matching level-2 option.
- If level-3 options are configured, continue by choosing the matching level-3 value.
- Check the final displayed result after the selection is complete.
Success Criteria
- Interface result: Lower-level options change automatically after the upper-level selection.
- Next action available: You can continue editing other fields in the current record or save the data.
Tips While Using
- Common mistake: If the parent option is selected incorrectly, the available child options will also change, so go back and reselect the upper level.
- Environment note: Only configured hierarchy content appears in the dropdown choices.