{"id":17045,"date":"2023-05-31T20:39:55","date_gmt":"2023-05-31T20:39:55","guid":{"rendered":"https:\/\/www.vtiger.com\/blog\/?p=17045"},"modified":"2023-06-23T17:15:44","modified_gmt":"2023-06-23T17:15:44","slug":"big-little-things-dependent-fields-blocks","status":"publish","type":"post","link":"https:\/\/www.vtiger.com\/blog\/big-little-things-dependent-fields-blocks\/","title":{"rendered":"Big Little Things &#8211; Dependent Fields\/Blocks"},"content":{"rendered":"\n<p>Welcome back to another chapter in the blog series Big Little Things, where we highlight some of the lesser-known and sometimes overlooked features and enhancements in Vtiger CRM that pack a big punch. This post highlights the Dependent Fields\/Blocks feature, which allows admins to set up dependencies on Fields or Blocks based on the values of other fields. Let\u2019s dive in and learn more about this feature.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What is the Dependent Fields\/Blocks Feature?<\/strong><\/h2>\n\n\n\n<p>As mentioned above, this feature allows admins to set up dependencies that will either show or hide Fields or Blocks on a record, based on the picklist values selected on other fields belonging to the same module. Let\u2019s look at an example:<\/p>\n\n\n\n<p>A support manager who is an admin on their Vtiger account would like their support team to select from a list of values (Picklist) in a field called \u201cResolution Type\u201d once a Case is marked with a Status of Resolved. They do not want this field to show on the record or to be filled out until the Case\u2019s Status has changed to Resolved. But, once the Case has been marked as Resolved, they would like this field to be mandatory and to be filled out before saving the record. The support manager can use the Dependent Fields\/Blocks feature to hide the \u201cResolution Type\u201d field until a user has marked the Case\u2019s Status field as Resolved.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"452\" src=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-1-1024x452.png\" alt=\"\" class=\"wp-image-17046\" srcset=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-1-1024x452.png 1024w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-1-300x132.png 300w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-1-768x339.png 768w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-1-1536x678.png 1536w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-1.png 1918w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Benefits<\/strong><\/h2>\n\n\n\n<p>The scenario above is just one example of how the Dependent Blocks\/Fields feature can be used but the possibilities are limitless. They will also vary depending on a business&#8217;s needs. Below are just a few additional benefits that users will enjoy once they implement this feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Declutter<\/strong> <strong>Records<\/strong> &#8211; Only show Fields and Blocks when they are relevant allowing for faster review and navigation.&nbsp;<\/li>\n\n\n\n<li><strong>Customization<\/strong> &#8211; Use custom fields and dependencies to ensure relevant data is being entered in the right field at the appropriate time.<\/li>\n\n\n\n<li><strong>Clear Processes and Workflows<\/strong> &#8211; Ensure your users are all following the same processes by setting up mandatory dependencies.<\/li>\n\n\n\n<li><strong>Data Accuracy<\/strong> &#8211; Users will only be able to enter data into Fields\/Blocks when relevant values are selected in their related fields.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Where to Find the Dependent Fields\/Blocks Feature<\/strong><\/h2>\n\n\n\n<p>This feature is only accessible by admins on an account and can be located by going to the Settings Page and accessing Module Layouts and Fields under the Module Management column.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"451\" src=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-2-1024x451.png\" alt=\"\" class=\"wp-image-17048\" srcset=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-2-1024x451.png 1024w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-2-300x132.png 300w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-2-768x338.png 768w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-2-1536x677.png 1536w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-2.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Once an admin is in Module Layouts and Fields they will need to select the module that they would like to work with (Cases, Contacts, Deals, etc\u2026) and then click on the Dependent Fields\/Blocks tab.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"453\" src=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-3-1024x453.png\" alt=\"\" class=\"wp-image-17049\" srcset=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-3-1024x453.png 1024w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-3-300x133.png 300w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-3-768x340.png 768w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-3-1536x680.png 1536w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-3.png 1918w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to Use the Dependent Fields\/Blocks Feature\u00a0<\/strong><\/h2>\n\n\n\n<p>Once the Dependent Blocks\/Fields tab is selected admins can begin to create their own dependencies to meet the needs of their sales, support, and marketing processes. They can also view all existing Field and Block dependencies created for the module they have selected.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"459\" src=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-4-1024x459.png\" alt=\"\" class=\"wp-image-17050\" srcset=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-4-1024x459.png 1024w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-4-300x134.png 300w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-4-768x344.png 768w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-4-1536x688.png 1536w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-4.png 1919w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>To Create a new Dependency, admins need to click on the \u201c+ New Dependency\u201d button. From there, they can select the Field or Block that they would like to make dependent on the Conditions they have selected. The Conditions created, when met, will determine when the Field or Block selected will be accessible to other users.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"461\" src=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-5-1024x461.png\" alt=\"\" class=\"wp-image-17051\" srcset=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-5-1024x461.png 1024w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-5-300x135.png 300w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-5-768x346.png 768w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-5-1536x691.png 1536w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-5.png 1918w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Next, the admin will need to select the type of Access users will have when the Field or Block becomes accessible. They can choose between:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Show (Read + Write)&nbsp;<\/li>\n\n\n\n<li>Show (Read + Write) and Mandatory<\/li>\n\n\n\n<li>Mandatory<\/li>\n\n\n\n<li>Show (Read Only)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-6-1024x461.png\" alt=\"\" class=\"wp-image-17052\" width=\"901\" height=\"405\" srcset=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-6-1024x461.png 1024w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-6-300x135.png 300w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-6-768x346.png 768w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-6-1536x691.png 1536w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-6.png 1916w\" sizes=\"auto, (max-width: 901px) 100vw, 901px\" \/><\/figure>\n\n\n\n<p>After clicking on Save, the Dependency will take effect for all users and will be added to the existing list of Dependent Fields\/Blocks.<\/p>\n\n\n\n<p>Another option Admins have is to edit or delete existing Dependencies. Either can be done by hovering the mouse over the existing Dependent Fields\/Blocks and clicking on the&nbsp; Edit (Pencil Icon) or Delete (Trash Can icon) buttons.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-7-1024x462.png\" alt=\"\" class=\"wp-image-17053\" width=\"902\" height=\"406\" srcset=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-7-1024x462.png 1024w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-7-300x135.png 300w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-7-768x347.png 768w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-7-1536x693.png 1536w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-7.png 1917w\" sizes=\"auto, (max-width: 902px) 100vw, 902px\" \/><\/figure>\n\n\n\n<p>When Edit is selected, admins will have the option to change the Field or Block that is dependent, change the Access, and edit the existing Conditions or add new Conditions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"516\" src=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-8-1024x516.png\" alt=\"\" class=\"wp-image-17054\" srcset=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-8-1024x516.png 1024w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-8-300x151.png 300w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-8-768x387.png 768w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-8-1536x774.png 1536w, https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Dependent-Blocks-and-Fields-Blog-Image-8.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>To learn more about the Dependent Field\/Blocks feature, please review this <a href=\"https:\/\/help.vtiger.com\/article\/149272267-Configuring-Dependent-Fields-and-Blocks-for-Modules?catid=2&amp;subid=18\">Article<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Conclusion<\/strong><\/h2>\n\n\n\n<p>Vtiger\u2019s Dependent Fields\/Blocks feature is a game-changer when it comes to streamlining and enhancing data management. The ability to hide or display fields based on predefined conditions not only simplifies data entry but also enhances the user experience. With Vtiger&#8217;s Dependent Fields\/Blocks feature, businesses can optimize their CRM processes, boost productivity, and gain valuable insights from well-organized and consistent data. It&#8217;s an indispensable tool (Though sometimes overlooked) for businesses looking to take their data management to the next level.<\/p>\n\n\n\n<figure class=\"wp-block-table has-medium-font-size\"><table><tbody><tr><td><strong>Take Vtiger for a Test Drive Today<\/strong><br>Click <a href=\"https:\/\/www.vtiger.com\/pricing\/\">here<\/a> to sign up for a 15-day free trial or try our forever free Pilot edition<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Welcome back to another chapter in the blog series Big Little Things, where we highlight some of the lesser-known and sometimes overlooked features and enhancements in Vtiger CRM that pack a big punch. This post highlights the Dependent Fields\/Blocks feature, which allows admins to set up dependencies on Fields or Blocks based on the values&hellip;&nbsp;<a href=\"https:\/\/www.vtiger.com\/blog\/big-little-things-dependent-fields-blocks\/\" class=\"\" rel=\"bookmark\">.<span class=\"screen-reader-text\">Big Little Things &#8211; Dependent Fields\/Blocks<\/span><\/a><\/p>\n","protected":false},"author":42,"featured_media":17059,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","neve_meta_reading_time":"","_themeisle_gutenberg_block_has_review":false,"_ti_tpc_template_sync":false,"_ti_tpc_template_id":"","footnotes":""},"categories":[3],"tags":[],"class_list":["post-17045","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Big Little Things - Dependent Fields\/Blocks - Vtiger CRM Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.vtiger.com\/blog\/big-little-things-dependent-fields-blocks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Big Little Things - Dependent Fields\/Blocks - Vtiger CRM Blog\" \/>\n<meta property=\"og:description\" content=\"Welcome back to another chapter in the blog series Big Little Things, where we highlight some of the lesser-known and sometimes overlooked features and enhancements in Vtiger CRM that pack a big punch. This post highlights the Dependent Fields\/Blocks feature, which allows admins to set up dependencies on Fields or Blocks based on the values&hellip;&nbsp;.Big Little Things &#8211; Dependent Fields\/Blocks\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.vtiger.com\/blog\/big-little-things-dependent-fields-blocks\/\" \/>\n<meta property=\"og:site_name\" content=\"Vtiger CRM Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/vtiger\" \/>\n<meta property=\"article:modified_time\" content=\"2023-06-23T17:15:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.vtiger.com\/blog\/wp-content\/uploads\/2023\/05\/Big-Little-Things-Dependent-Fields-Cover-Image.png\" \/>\n\t<meta property=\"og:image:width\" content=\"3334\" \/>\n\t<meta property=\"og:image:height\" content=\"1250\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Josh Rich\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@vtigercrm\" \/>\n<meta name=\"twitter:site\" content=\"@vtigercrm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Josh Rich\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Big Little Things - Dependent Fields\/Blocks - Vtiger CRM Blog","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.vtiger.com\/blog\/big-little-things-dependent-fields-blocks\/","og_locale":"en_US","og_type":"article","og_title":"Big Little Things - Dependent Fields\/Blocks - Vtiger CRM Blog","og_description":"Welcome back to another chapter in the blog series Big Little Things, where we highlight some of the lesser-known and sometimes overlooked features and enhancements in Vtiger CRM that pack a big punch. 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