Using Select Value as Hierarchy with Drill Down List

An administrator must designate a field to allow Select Value as Hierarchy and insert the designated indicator. Select Value as Hierarchy allows users to denote relationships between list columns in a single field (for example, North America>United States>Utah>Salt Lake City).

Apply Select Value as Hierarchy to a Field

1. Open the Field Set. 
2. Click the Field Name in the work area associated with the first column of the Drill Down list to edit it.
3. Check the box for Select Value as Hierarchy. 

4. Enter the Indicator. This is the delimiter between each level of the columns in a single field. We do not recommend using a space indicator.

    

5. Click Done. 
6. Click Save.

Add the Fields to the Template

All fields associated with the Drill Down list columns must be included in the template schema. If any fields are missing from the schema, the list functionality will not work.

1. Open the Template you want to add the field to.
2. Go to Step 2 - Define and Govern.
3. Click + Select Fields.
4. Click the menu expander arrow to view and select individual fields. Use the Search field to find a specific field name across all field sets.
5. Click Select Fields.
6. Arrange the field in the order you want it to appear on the submission table.
7. Click Save.

User Experience

Below is an example of a Select Value as Hierarchy Drill Down list as the user sees it in the submission table:

When the user double-clicks into the field, they see a dropdown with all the unique values from Region (Column 1). 

The user can also type in the Search field to filter the values.

The user clicks the down arrow to the left of each value to expand the available options. By selecting APAC (Column 1), the user sees the three Country options (Column 2).

As the user selects a Country, such as China (Column 2), the list values for Agency (Column 3) become visible.

The field populates with each level of the Drill Down list, separated by the indicator, into a single string.