This setting allows the Type, Classification 1, and Classification 2 fields to be related to each other when creating a task, so that each field only shows the options that correspond to what you selected in the previous field. This prevents inconsistent combinations from being recorded and keeps your task classification organized and reliable for your reports.
Setup Steps
1. Enable Dependency Between Catalogs
Go to Settings > Modules > Work Orders.
Enable the option Assign auxiliary task catalogs with dependency.
Click Save.
2. Define the Hierarchical Relationships
Go to Settings > Auxiliary Catalogs > Tasks.
Select or edit a Type. A side panel will open to associate the corresponding Classification 1 options.
Select or edit a Classification 1. A side panel will open to associate the corresponding Classification 2 options.
Confirm the relationships at each level.
The link between Classification 1 and Classification 2 is defined using the same procedure: select or edit the corresponding Classification 1 and associate, in the side panel, the Classification 2 options you want to make available for it.
Notes:
If you change the Type after choosing a classification, you will see that Classification 1 and Classification 2 are automatically cleared so you can select from the valid options again.
The relationships you define apply only to tasks you create from that point forward. Previous tasks retain their classification as it was.