Master Sub Lists

The original cabinet used in this article was created in KB article: How to Create a Cabinet and Assign Fields - CASO Knowledge Base - Confluence (atlassian.net)

When a list is created, all items in the list are shown each time the list is accessed. There are times when, for various reasons, only certain items in the list are shown only if a choice from another list is chosen.

For example, we have a cabinet called Accounting and two fields called Payments and Vendors.

The Payments field contains a list with Accounts Payable and Accounts Receivable.

The Vendors field contains a list with all Accounts Receivable and Accounts Payable vendors.

In this scenario, we do not want the Accounts Receivable Vendors to show when the Payments field is populated with Accounts Payable and visa versa.

This is a scenario when the Master Sub lists are implemented. Depending on the choice in the Payments field would determine what shows in the Vendors list.

Go to your Easyadmin site and log in. Click on the Cabinet/Fields choice and click All Insurance.

Create 2 fields:

Payments Char 30

Payee/Payor Char 30

The next step is to create the list for each field.

Click on Payments to open the field properties page.

On the right side, click List Field.

Open

Scroll down to the bottom of the screen to start the List Creation procedure.

Click the pencil button to create the Master list.

Open

Click New List and start entering values. Click Add after entering each value. Click Save when finished.

Click Update and Close.

Repeat the process for the Payee/Payor field.

Now that we have both lists created, go back to the Master list (Payments). At the bottom of the screen, click Master Field. A listing of all field lists appear. Choose the Payee/Payor list.

Look at the values in the Master list on the bottom left of the screen. Highlight a value on the left side and check the box next to the appropriate entry on the right. You may choose as many as you need. Before moving to the next value in the Master list, click the Update button to save the changes. Repeat the process for each value in the Master list.

Additional Coverage and Monthly Premium→ Insurer

Collision Repair-->ABC Body Shop

Promotional Materials-->:ABC Promotions

Lunch-->Pizza Hut

After matching the values in both lists, click Save Master/Sub Changes. Click Close to exit field properties.

Now, when you add a New Record or edit an existing record, the choice you make in the Master list will only show the associated choices in the Sub list.