Configure Automations to Set Dependent Fields

By configuring related fields in taxonomy automation, you can determine when to display certain metaproperty choices. Streamline your upload and edit screens by showing metaproperty options only when they are needed.

For example, if you have a Country and City metaproperty, you may not want to show French cities when Germany is selected as the country, and vice versa. By setting up dependent fields, you can ensure that only relevant metaproperty options are shown based on the selection of another metaproperty option. The automation for this scenario would be: IF the Country metaproperty option is France, THEN the City metaproperty option Paris should become available in the upload and/or single edit screen.

You can also set up multiple conditions that must be met before specific metaproperty options are shown. For instance, if you have Continent, Country, and City metaproperties, you may want to display French cities only after users select Europe as the continent and France as the country. In this case, you can create an automation with two conditions for the Continent metaproperty. The automation for this example would be: IF the Continent metaproperty option is Europe AND the Country metaproperty option is France, THEN the City metaproperty option Paris should become available in the upload and/or single edit screen.

How to Set Up Dependent Fields

  1. Navigate to your Portal >  settings_menu.png Settings > Taxonomy > Metaproperties management and click Configuration in the left sidebar.

  2. Click the metaproperty that contains one or more options that, when selected, should display specific options from another metaproperty in the upload screen or single edit screen.

  3. Click the button in the Automations section in the right sidebar.

  4. Open the dropdown in the If section at the top of the screen and select All if all the conditions you set up need to be met to trigger the desired outcome or select Any if only one of the conditions needs to be met to trigger the desired outcome.

  5. Open the Select an option dropdown, which you can find next to the metaproperty you clicked in step 2 to set up the condition(s). Select the metaproperty option(s) that, when selected, should display another specific metaproperty. For example, if you're setting up an automation for a Country metaproperty, select the option France.

  6. (Optional) Click ➕ Add metaproperty to add other conditions to your automation. For example, if you're setting up automation for a Country metaproperty with the option France, you could add the metaproperty Continent with the option Europe. You can add as many metaproperties as needed.

  7. Make sure the dropdown in the Then section is set to Show metaproperty.

  8. Open the Select a metaproperty dropdown in the Then section and select the metaproperty that should be displayed when the conditions you set up are met.

  9. Open the all options dropdown that you can find next to the metaproperty that you selected in step 7.

    • Select all options if all metaproperty options of this metaproperty should be displayed when the condition setup is met.

    • Select specific options if specific metaproperty options should be displayed when the condition setup is met. Use the dropdown Select to select the option(s) displayed when the condition setup is met.

  10. Click the Create automation button to create the automation.

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