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Conditional Attribute Values

Narrow down which values users can select in one Attribute based on a selection in another Attribute.

What are Conditional Attribute Values?

Conditional Attribute Values allow you to dictate the available options in one Attribute based on a selection in another Attribute.

Adding Conditional Logic to Attribute Values helps you reduce the number of selectable options in an Attribute and avoid adding too many Attributes to a Template. Overall, it creates a streamlined user experience.

Ofie Profile Pic Pro Tip: Another Template configuration option is to have Attributes and Fields appear on Items based on Attribute selections. In contrast, Conditional Attribute Values allow for the selectable options within an Attribute to change. Contact your Customer Success Manager to discuss your options.

Configuring Conditional Attribute Values

You will collaborate with your Customer Success Manager to determine which Attributes you would like to incorporate Conditional Logic into. After they turn on the Conditional Attribute Values feature, you can configure the logic for each Attribute Value yourself.

Supported Attribute Types

Keep in mind that only Value and Weighted Attributes can have Conditional Attribute Values. The following Attribute Types cannot:

Person Attributes
Location Attributes
X-Matrix Attributes
Network Attributes
Attributes with an Attribute Value Group

In addition, where an Attribute is located on a Template will determine whether it can control or be controlled by another Attribute.

Attributes placed on the Item Work Panel can control AdHoc, Impact, and other Item Attributes.
Attributes placed in an AdHoc Field can only control other AdHoc Attributes, not Item or Impact Attributes.
Impact Attributes cannot control any other Attributes.

Pro Tip: Need a refresher on different types of Attributes? Check out our support pages on Network Attributes and Impact Attributes.

Managing Attribute Value logic

Who can configure Attribute Values?

Anyone with the "Quality Administrators" permissions can edit Attribute Values and Folders.

People with other Administrator permissions may be able to access the Attribute Administration page but will not be able to make changes to it.

View the current logic

View your organization's Attributes by navigating to Admin > Organization > Attributes.

If you have Conditional Attribute Values, a Conditional Attributes column will be present. It shows you which Attribute, if any, is controlling each Attribute in the list.

Select an Attribute to see its Attribute Values. If Conditional Logic is turned on for the Attribute, you will see an extra column and Quick Filter.

Use the Conditional Attributes column to see the criteria that must be met for each Attribute Value to be available for selection. It will display the controlling Attribute followed by the Attribute Value(s) that must be selected for the controlled Attribute Value to appear.
Use the Conditional Attribute Quick Filter to narrow down the list of Attribute Values based on an Attribute Value selection in the controlling Attribute.

How to configure the logic for Conditional Attribute Values

Pro Tip: Check out this support page to learn how to create new Attribute Values and Attribute Value Folders.

You can set the logic for each Attribute Value individually or for all Attribute Values in a folder.

To configure logic for an individual Attribute Value:

Hover over an Attribute value.
Select the pencil icon to edit it.
In the edit Attribute Value window, select the Apply Conditional Logic checkbox.
A grid will appear that you can use to set criteria for when this Attribute Value should be selectable.
- Conditional Attribute: The controlling Attribute will be pre-populated.
- Operator: Use the drop-down to select the operator for your logic statement
  - is any of: The Attribute Value will be selectable when any of the following values are selected in the controlling Attribute.
  - is all of The Attribute Value will be selectable when all of the following values are selected in the controlling Attribute.
- Attribute Value: Finish your logic statement by selecting one or more Attribute Values.
Select Save.

Ofie Profile Pic Pro Tip: If you have an Attribute Value without conditional logic, it will always be available for selection in the controlled Attribute.

To configure logic for many Attribute Values simultaneously:

Ensure all the Attribute Values you want to follow the same logic are included in the same folder.
- Check out this support page If you need a reminder on how to create a folder and add Attribute Values to it.
Hover over the folder and select the pencil icon to edit it.
In the edit Attribute Value Folder window, select the Apply Conditional Logic checkbox.
A grid will appear that you can use to set criteria for when all Attribute Values in this Folder should be selectable.
- Conditional Attribute: The controlling Attribute will be pre-populated.
- Operator: Use the drop-down to select the operator for your logic statement
  - is any of: The Attribute Values in this Folder will be selectable when any of the following values are selected in the controlling Attribute.
  - is all of: The Attribute Values in this Folder will be selectable when all of the following values are selected in the controlling Attribute.
- Attribute Value: Finish your logic statement by selecting one or more Attribute Values.
Select Save. The logic will be applied to all Attributes in the folder.

Pro Tip: If you are using Attribute Value Folders to build your Conditional Logic and don't want them to be visible to users, you can hide the labels while editing the Folder.

What do Conditional Attribute Values look like on an Item?

When you have Conditional Attributes present on an Item, the Attribute that is being controlled will be inactive until a selection is made in the controlling Attribute.

After you select a value in the controlling Attribute, the controlled Attribute will become active. The available values will depend on the previous selection.

If you change the selection in the controlling Attribute, the selection in the controlled Attribute will not be cleared or deleted. However, the next time you update the controlled Attribute, you will have a different set of selections available.