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Appanvil karma designer
summary Cascading Select The Cascading Select field enables you to create structured and interdependent selections that reflect the complexity of your tasks, issues, or projects. By offering a multi-tiered selection process, this field empowers you to capture detailed information and streamline your workflows more efficiently.
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Table of Contents
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Field Configuration

Info

Before starting the field configuration, please follow the instructions for creating custom fields: Create a Custom Field

Step 1: Set a name and description

Provide a good name for the new custom field. Make it descriptive, concise, and easy to understand for others who will use it. Avoid using ambiguous or overly technical terms.

Step 2: Add options

This field allows you to create as many levels as needed to cover your requirements. You can also define display options or if all levels have to be selected to prevent empty fields.

Step 3 (Optional): Add custom

field

option labels

In conjunction with the select options, you can further enhance customization by adding custom labels for each option level. To do so, enable the "enable field label per parent" option and click "Edit field level" for the specific option level you wish to customize.

Step 4 (Optional): Single or multi select

If enabled users can select multiple values per level. Child options will be merged for the next level. This will also change the way the values are displayed in the issue.

image-20240820-110220.pngImage Added

Step 5 (Optional): Customize display and required status

Regarding the display option, you have the flexibility to choose between showcasing the entire path or just the final option. For example a full path may look like this: Option 1 -> Option 1.1 -> Option 1.1.1 , whereas last step like this: Option 1.1.1.

If you want the cascading select to be completely selected, check the required selection toggle. This important if you want the field to be required.

image-20240717-121928.png

Step

5

6 (Optional): Restrict visibility

By restricting the visibility of the options, only selected users can view the potential values in the issue view. Please note that they can still see the selected value, but are unable to change it.

You can choose to restrict visibility by roles, individual users, or groups.

Note

Enabling this setting will switch the saving location to 'storage,' making it incompatible with JSM.

image-20240717-122407.png

If a user is not permitted to see the options, the edit screen will appear as shown. Please be aware that the selected value will still be visible.

Info

Please note that administrators are always able to see the options.

image-20240717-123432.png

A note to additional storage

In the case of extensive configurations with a multitude of options or levels (exceeding 500), you might encounter the maximum storage capacity for the field configuration. In such instances, a warning will prompt you to consider upgrading to a larger storage capacity to accommodate additional options.

Note

Please be aware that modifying this storage option will result in the complete deactivation of the cascading select functionality in Jira Service Management, impacting both the request form and portal view. This is due to technical limitations.

Field view and edit

Image Removedimage-20240820-110953.pngImage Added

Related Use Cases

Info

More use cases are coming soon. In the meantime, check out our other use cases.

Jira Service Management (JSM)

Info

Before you can add a custom field for Jira Service Management (JSM) projects, you first need to setup the custom field: https://help-seibertmedia.atlassian.net/wiki/spaces/ACF/pages/12288051/Cascading+Select#Field-Configuration. Then follow the guide to use the field in the request form or the portal view: Add Custom Fields to Jira Service Management

JQL expression

Warning

The Cascading Select is not compatible with JQL queries.

Data Structure (Automation)

Info

Use custom fields with automation

To set the value via automation, you need the following object structure

Code Block
{
  "selection": [
    {
      "id": number,
      "name": string,
      "children": number[]
    }
  ]
}

We know that this is kind of complex (depending on the number of levels). So here’s an example of the configuration used in the screenshots above.

Code Block
{
  "selection": [
    {
      "id": "0",
      "name": "Option 1",
      "children": [
        "2"                     <-- the id of Option 1.1
      ]
    },
    {
      "id": "2",
      "name": "Option 1.1",
      "children": [
        "3"                     <-- the id of Option 1.1.1
      ]
    },
    {
      "id": "3",
      "name": "Option 1.1.1",
      "children": []
    }
  ]
}

Tip: To get the actual values, we recommend to print out the desired value first. this can be done via an automation rule that writes the value into a simple text field.

Appanvil karma designer
summary We Are Here To Help Live Demo Reach out to our product team to explore how we can turn your use case into reality together. SCHEDULE FOR FREE Support Our dedicated team is here to assist you with any questions or challenges you may encounter. CONTACT US Feature Request Got an idea for a custom field, a new feature or a particular use case? We're delighted to hear about it! SUBMIT YOUR IDEA Happy? Please let the community know! If you're enjoying your experience with Awesome Custom Fields, we'd love to hear about it! Your feedback helps us grow and improve. RATE US ON THE ATLASSIAN MARKETPLACE
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