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Quick BI:Configure Cascading for Form Controls

Last Updated:Jan 20, 2025

Conditional cascading between form controls dynamically generates options for subsequent controls based on user selections, enhancing efficiency and reducing data entry errors. For instance, when a user selects a region, the province control automatically updates to show all provinces within that region. This topic describes the steps to configure conditional cascading between components.

Limits

  • Conditional cascading configuration is supported only by the following control types: Single choice, Multiple choice, Dropdown single choice, Dropdown multiple choice, and Tree dropdown.

  • Conditional cascading configuration is possible only for controls with options derived from a dataset.image

  • A single cascading configuration item can include a maximum of five conditions. For additional conditions, configure multiple cascades.

Prerequisites

Procedure

To access the conditional cascading configuration interface from the form editing page, use one of the following methods. Supported cascading methods include Same-source cascading and Different-source cascading. The example below demonstrates how to set up conditional cascading between dropdown single-choice controls for geographic information.

  • Click Page settings and select Cascading conditions in the Advanced settings panel.image

  • Choose the control you want to configure for conditional cascading. In the Options configuration section of the Style panel, select the conditional cascading configuration.image

Different-source Cascading Configuration

Different-source cascading sets up relationships between controls with options from different datasets. Configure the associated fields between controls to automatically update the dropdown options of a control based on the primary control's value.

In this example, the Region control's options come from the Region field in the Annual Sales Data dataset, the Province control's options from the Province field in the Sales Data dataset, and the City control's options from the City field in the Annual Sales Data dataset.image

  1. In the Conditional cascading configuration interface, select the Region control as the first condition in the Cascading configuration items section, and click the image icon to add a new configuration box.image

  2. In the new configuration box, select the Province control as the second condition, and link it with the Region field of the first-level control.

    Note

    The field selected here must be the higher-level field that passes values to the current control's option value source field. For instance, the higher level to a province is the area. By selecting the area field, you are accepting the value transmitted from the Area field.

    image

  3. Repeat the previous steps to configure cascading for the City control.image

  4. Click Confirm to finalize the configuration. Selecting "Central China" in the Region control will filter the Province control to show only provinces in Central China. Selecting "Hunan" in the Province control will filter the City control to show only cities in Hunan Province.111

Same-source Cascading Configuration

Same-source cascading simplifies the configuration of cascading relationships for controls with options from the same dataset, eliminating the need to select associated fields.

In this example, the area, province, and city control options are all sourced from their respective fields in the Annual Sales Data dataset.

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  1. On the Conditional cascading configuration page, select Switch to same-source cascading.

    Note

    Switching to same-source cascading is irreversible. Please proceed with caution.

    image

  2. Choose the Region control as the first condition, and click the image icon.image

  3. Sequentially add the Province and City controls as the second and third conditions.image

  4. Click Confirm to complete the setup. Selecting "Central China" in the Region control will filter the Province control to show only provinces in Central China. Selecting "Hunan" in the Province control will filter the City control to show only cities in Hunan Province.111

Related Operations

After completing the condition cascade configuration, you can continue to rename, delete, or add configuration items for the already created configuration items in the condition cascade configuration interface,.

  • Rename: By default, a newly added cascading configuration is titled "Cascading configuration item." To rename it, you can click on the title area.image

  • Delete: To remove a condition, click the delete icon located above the condition configuration box. Similarly, to delete a cascading configuration item, click the delete icon situated to its right.image

  • To add configuration items: Click on Create cascading configuration and choose either same-source or different-source cascading to introduce a new cascading configuration item, ensuring that existing cascading conditions remain unaffected.image