Worksheet dependencies
When configuring a worksheet structure, a dependency can be set to show or hide specific fields depending on certain conditions being met.
Fields can also be configured to take the initial value of another field. This value can come from either a field in a remote worksheet or a field in a subtype, or from a document metadata field.
Dependencies
A dependency indicates that a field in a worksheet should only be visible when a specific condition in a different field is met. For instance, if a worksheet has a short text field and a choice field, a dependency can be configured where the short text field is only visible if a specified choice has been selected for the relevant record.
When configuring a dependency, all fields configured for the relevant worksheet are available to either 'show' or 'hide'. Visibility can be set as dependent on any other metadata field in the worksheet being either 'set' or 'not set'. Being 'set' essentially refers to whether that field has had any data associated with it. Being 'not set' means it is an empty field.
All metadata fields can be 'set' or 'not set'. In addition, fields of type 'choice' may take an existing choice option as a specific dependency condition.
Initializations
The main purpose of an initialization is to allow for the display of document metadata in a worksheet. An initialized field is automatically populated with data from another source when it is created. The sources that can be used to initialize from are document metadata field that has been linked via a 'document' or 'text in a document' field. A field can also be initialized with another derived field.
An initialized field, when a record is created, will be pre-populated with data from the field from which it is set to take that data from. Once the record has been created, data in the initialized field can be edited to display a different value, or it can be deleted to show no data.