Mapping the Master List
You can map a relationship between two Master lists and apply it to a custom or custom common field. This can be extremely beneficial if you want to populate separate combinations of parent-child field values for a card, like Country-State, City- Localities and so on.
Note: You must have the Admin access to access to map such a relationship.
To create a relationship between two Master Lists, perform the following steps:
- Go to Admin > Card Settings > Master List. On the Master List page, click the Master List Mapping icon that would open the screen displayed below.
- Click Add Mapping icon the would open the Build Relationship screen.
- Enter a unique name and description (optional). For example, let’s consider we need to build a Country-City relationship.
- Select the Parent Master list from the available list of master lists and assign a child master list to build a Parent-Child relationship. For example, let the Parent Master list be Country and the Child Master list be City.
- Click Save to set the parent-child master list and the second section of your screen gets updated.
- The values of Parent Master list is generated in the first column of the table. In the second column, you have the option to link child values.
- To link child values to each parent value, click the Link child values icon.
- Select the child values from the available list that you want to link for the specific parent value and drag-n-drop the value in the empty box. For example, as shown in the following screen, all the parent master list values are listed in the first column. Now when you try to link the child values for the specific parent value India, all the city child values are listed from which specific city values of India can be drag-n-dropped in the empty box.
- Click Save and similarly set the child values for each parent value.
- Once the mapping gets created, apply the master list mapping in your card. To know more, refer to the Apply Master List Mapping section below.
Important Points to Remember
- Master List Mapping option is not available if the Org-Sub Org license is enabled.
- Parent and Child master List cannot be the same.
- If any Master List is used in the Master List mapping, then it can not be deleted from the Master list page.
- Once a Master List mapping is created, then the Parent or Child Master List cannot be updated.
- Any value of a Child Master List can only be mapped to a single value of the Parent Master List.
- Once a value of a Master List is deleted, then the same will not be available for the Relationship Mapping.
- If you are de-selecting a value from the Child Value list in a Relationship Mapping, if that value has already been used in any card, then it will be prepended with a * mark. Moreover, this value will no more be available while adding or updating a card.
- If a field has a parent field via the Relationship Mapping, then this field cannot be set Mandatory and no default
value cannot be set for it.
- The relationship can be mapped only between Common fields or in between Custom Common fields.
- If you delete the parent field, then its association with the child field will also be removed.
Apply Master List Mapping
- Open the fields section of the card type on which you want to apply the Master List Mapping.
- Select or create field labels, which you want to set as Parent and child Master list.
Note: The parent-child linking feature works only for fields having their Input method as a Static list.
- Next, set the parent master list on the Master List Name column for the field label that you want to consider as Parent.
- Click Save.
- Set the child master list on the Master List Name column for the field label that you want to consider as Child.
For example, let’s set the Master List Name as Country for the field label Country, which will be the parent for the field label as City. Next, click Link hyperlink on Linked Field column of the child field label. In the Link Relationship window, the relationship name and the parent field are auto-populated. You can change it from the available lists.
Relationship Name is available only when the Master List selected for this custom field is used as a Child Master List in any of the existing Relationships.
Based on the selected Relationship Name, Parent Field will display all those fields assigned with the Master List, which is used as a Parent in the selected Relationship Name.
- Once the parent-child master list is mapped, you can validate it by navigating to your board and creating the card for which you have applied this mapping. For ease, refer to the following GIF.