When I try to create a new item from the Linked Items tab I get varying results for which item detail fields are available to fill in. Where do I specify which fields will show up in the "Create and Add Items to Managed Items" window?
Thanks,
joe
Solved! Go to Solution.
Solved by j.hendrickson. Go to Solution.
Joe,
The required fields need in creating a new item under the link item tab are equal to the required fields as assigned to the items detail page of workspace you are trying to create the item in.
Thanks Joe. I did have that suspicion and I added a Validation of type Required to a field but that didn't make it available when creating a new item. Similarly there are fields showing from other workspaces that do not have any Validation defined. Is that what you meant by a "required field"? Or is there somewhere else that a field is defined as "required"?
Sorry Joe I should have been a little more spacific;
The fields required to create an items descriptor are the fields required to create a new item in Linked items. The excection to this is if its a non editable field, computed field, or autonumber. These of course can not be edited.
That sounds simple enough but it's not what I'm experiencing. I have a workspace which is setup to create and manage records in four other workspaces. When creating a record for workspace 1, it does just what you say and shows the two fields that make up the descriptor. However, workspace 2 & 3 show blank windows with no fields available, despite very similar descriptors to the one from workspace 1. Choosing workspace 4 shows the descriptor fields plus two other fields not related to the descriptor. It doesn't make sense...
joe
Hi Joe,
So I went and did some testing on this last night and here were my results.
We creating a New Item under linked item the required fields are:
I was able to reproduce this nature 100% of the time.
How I tested:
Create workspace A (clone of Change Order)
Create workspace B (simple workspace 4 fields)
Create workspace C (clone of B)
Scenario 1: (descriptor)
Workspace B > field 1-3 needed for descriptor >no required fields
Workspace C > field 2-4 needed for descriptor >no required fields
Create 5 items for workspace B, create 5 items for workspace C > no change
Scenario 2: (descriptor + required)
Workspace B > field 1 & 2 needed for descriptor > required fields 4
Workspace C > field 2 & 3 needed for descriptor > required fields 1
Create 5 items for workspace B, create 5 items for workspace C > no change
Scenario 3: (descriptor, 2 sections)
Workspace B > field 1-3 needed for descriptor >no required fields
Workspace C > field 2-4 needed for descriptor >no required fields
Create 5 items for workspace B, create 5 items for workspace C > no change
Scenario 4: (descriptor (section1) + required (section 2))
Workspace B > field 1 & 2 needed for descriptor > required fields 4
Workspace C > field 2 & 3 needed for descriptor > required fields 1
Create 5 items for workspace B, create 5 items for workspace C > no change
Please feel free to duplicate my testing and let me know which one failed
Okay, seems pretty clear what intended functionality is, but I am still getting mixed results. So I think I have found the problem. It appears that if a descriptor or required field is within a MATRIX in the Item Details then it isn't available in the Create and Add Items window. Can you test that theory?
Joe,
I can confirm this, fields located in a matrix does not show when trying to create a new item through linked items.
Escalating to case.....
Nice find!
Well this was a timely posting,
I have been scratching my head on this issue just this week.
We have a workspace that was functioning fine and we went to add some additional fields that we then put in a Matrix to simplify the user interface and they started to not show up when adding records through the relationship add function on
Joe & Joe thanks for your timely and well documented description and please post back to the forum if a resolution is found
Thanks,
Bob Donovan
There is another quirk to this and I can't understand why it has'nt surfaced before.
Another senario where the fields required to create an item in the linked workspace don't show up in the add Linked Item or add Relationship function.
If you have two fields where you use the validation one or the other, but not both, neither one will show up in the add dialog and it will not let you create the record (See attached image).
For my use case, I don't or can't make both fields required because they define the item as a new request or a revision request.
BD