This setting allows the Group, Group 1, Group 2, and Keywords fields to be related to each other when creating a work request, so that each field only shows the options that correspond to what you selected in the previous level. This prevents inconsistent combinations and improves the quality of your request categorization.
Setup Steps
1. Enable dependency between catalogs
Go to Settings > Modules > Work Requests.
Enable the option Assign dependent auxiliary catalogs.
- Click Save.
2. Define the hierarchical relationships
Go to Settings > Auxiliary Catalogs > Work Requests.
Select or edit a Group. A side panel will open to associate the corresponding Classification 1 options.
Confirm the relationships at each level and then save the changes.
The link between Classification 2 and Keywords is defined using the same procedure: select or edit the corresponding Classification 2 and associate, in the side panel, the Keywords you want to make available for it.
Verify that the setting is active
To confirm that the relationships were configured correctly:
Go to Work Requests > New Request.
Select a Group and verify that the Group 1 field only shows the options you associated with it.
- Proceed through the levels and verify that Group 2 and Keywords also only show the options configured for the previous level.
If you change a higher level after progressing in the selection, the lower levels are automatically cleared:
Changing the Group clears Group 1, Group 2, and Keywords.
Changing Group 1 clears Group 2 and Keywords.
Changing Group 2 clears only the selected Keywords.