02-21-2019 10:01 AM
We are looking to limit the values a user can select in a given keyword (Policy Number) based off a value they select in a different keyword (Account Number). In other words, we want the user to only be able to select policy numbers that are associated with the specific account they have already selected. As we understand it, this is exactly what a cascading data set does, however there is no way to systematically keep the data set current. The only option is to manually update the cascading data set in the configuration client. Is there a way to utilize an external validation on a keyword? How are others ensuring data integrity in this type of scenario?
05-01-2019 12:59 PM
Hi,
I'm trying to do a Cascading Data Set Hyland.Unity.IExternalKeywordDataSetScript API - or the Unity/Thick Client Import. Is it possible to get the value from a parent drop down to pass to a dependent drop down? I set up the Cascading Data Set like the example in the SDK but it doesn't work - at least for me. I know there's a Cascading Data Set in Keyword Configuration but the dependent keyword is a Mixed Case Values and can't be used as a cascading data set.
Thank You,
Mike
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