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Filtering a value list when adding a document depending on other property

pcaldwell
client has an Object called ?Project?
they have a property / value list with a whole lot of categories used for projects documents called ' Project Catagories'
The client would like only certain Project categories to show up when saving files based on which project they select.


I tried sublists but when adding items specifically to the project value list item, it made news items, even when the same name was already there (so now there are duplicates)


I tried the metadata config card and saw that there is a value lists section,
So I set it up that if
Project = 'Project X'
than display the ?Project category? property
I then setup the value lists area to try and filter it but it didn?t seem to do anything.


Is there a way of doing this at all? Have I missed something?

regards
Pete
  • Are the relevant subsets of categories individual for each project or can you group them according to the type of project?
    If they are individual you probably need to create a multiselect property on the project and use that to build a positive list of allowed document categories within that project.
    If you can group the options according to project type then create a hierarchical structure with 2 levels: project type, and document categories.
    Remove most users' access to create new items in the valuelist and make sure that those who have access will check before creating duplicates.
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