Multi-Level Data Linkage

Introduction

Feature(s)

When there are multiple Single Select or Radio fields in a form, you can link various fields through the multi-level data linkage.

For example, the option you selected in the first field will determine the options available in the second field.

Application Scenario(s)

In the case of product management, products can be classified differently according to their types or levels. Therefore, when entering data, you can use multi-level data linkage to select products.
In the case of course management, courses can be classified differently according to their types, tutoring periods, or start times. Therefore, when signing up, you can use multi-data linkage to select courses.
In the case of equipment management, devices can be classified according to their types and specifications or models. When repairing devices, you can use multi-level data linkage to select the device.

Preview

The options you selected in Product Type will determine the options available to choose from under Product Name, and this will therefore limit the options available in Specifications and Models.

Setting Procedure

Take equipment maintenance as an example.

Designing Regular Forms

Create a form named Equipment Basic Information. You need to add the following fields:

Field Name	Field Types
Equipment Number	Serial No.
Date of Manufacture	Date&Time
Product Type	Single Select
Product Name	Single Line
Specifications and Models	Single Line
Unit Price	Number

Go to Manage Data and enter data in the form.

Create a form named Equipment Inspection. You need to add the following fields:

Field Name	Field Types
Inspection Date	Date&Time
Inspector	Member
Product Type	Single Select
Product Name	Single Select
Specifications and Models	Single Select
Inspection Condition	Radio
Problem Record	Multi Line

Setting Data Linkage

Select the Product Type field, go to Field Properties > Option, and select Lookup from the drop-down list. Select Equipment Basic Information > Product Type from the drop-down list.

Note:
You can also customize the type of products according to your needs.

Select the Product Name field, go to Field Properties > Option, select Data Linkage from the drop-down list, and click Data Linkage Settings.

Go to the settings page of the data linkage.

Select the Equipment Basic Information form as Linked Form.
Condition: Product Type (Equipment Basic Information, the linked form) equals Product Type (Equipment Inspection, the current form).
Trigger the linkage: Product Name (Equipment Inspection, the current form) shows as Product Name (Equipment Basic Information, the linked form).

After the settings, click OK.

Follow the same way to set the data linkage rule of the Specifications and Models field:

Select the Equipment Basic Information form as Linked Form.
Condition: Product Name (Equipment Basic Information, the linked form) equals Product Name (Equipment Inspection, the current form).
Trigger the linkage: Specifications and Models (Equipment Inspection, the current form) shows as Specifications and Models (Equipment Basic Information, the linked form).

After the settings, click OK.

Note:
If some products have the same name, you can add Product Type in the linkage condition to guarantee data accuracy.