Enable drill-downs to display

Administrators must complete some configuration to enable the drill-downs to display for the user. These steps include:

  • Setting three FIDs

  • Defining the Custom Fields groups and subgroups

  • Setting user security permissions for the custom fields group or custom lists group to Full Access

  • Creating or editing shared drop-down lists

  • Creating or editing custom field or custom list drill-down records

You associate a custom fields group with the field or list in the application. To specify the application to apply the drill-down to, you must associate the custom fields or lists with the record type. The shared drop-down lists contain the values for the drill-downs.

As soon as you associate a custom fields group with a custom fields drill-down, the drill-down displays on the application and in the record, even if you have not assigned values to it yet. You can set the drill-down's record status to Inactive while you are working on it and then change the status to Active when it's ready.

If custom fields security settings block users from viewing the fields or lists for a record type, the drill-downs assigned to that record type do not display for the user. Review these settings to ensure you set them correctly. For information about setting permissions for a Custom Field or Custom List, see Set permissions for custom fields and custom lists.

Custom fields and lists drill-downs are available to both Civic Platform and Citizen Access users. For information about the additional steps required to configure this feature in ACA, see “Configuring ASI Table Drill-Downs” in the Citizen Access Administrator Guide.

To enable drill downs to display

  1. Set the permissions for the custom fields or lists group to Full access. (See Set permissions for custom fields and custom lists.)

  2. For custom fields drill-downs,create or edit the custom fields group and subgroup. (See Create and edit custom fields groups subgroups.)

    For custom lists drill downs, create or edit the custom list group and subgroup. (See Create, edit, and delete custom lists and subgroups.)

  3. Create or edit the shared drop-down lists with the values needed for the drill down. (See Create shared drop-down lists.)

  4. Create or edit the custom fields or custom lists drill-down record. (See Custom fields and custom lists drill-downs.)