Dependent fields let you control which fields appear within a project stage. This helps streamline job stage workflows and ensures that teams only see the inputs relevant to their current project step. Follow the steps below to set up dependent fields for job stages in SubcontractorHub.
Step 1: From the main menu, click “Manage Database” and select “Database”.
Step 2: Locate and click on the “Stages” tab on the left-hand side.
Step 3: Click on “Job Stages” and select which job type to change stages for.
Step 4: Click on the "Edit" icon (pen-shaped button) next to the job stage
Step 5: Navigate to the "Job Stage Inputs" section and select the input where you want to include the dependent field option. Click the “Edit” button next to the input.
Step 6: You can now review the details of the input. Scroll down to the "Type" option.
Step 7: Select the “Dropdown” option.
Step 8: Once you've selected the dropdown option, enter your dropdown options. Click “Add” to include more choices.
Step 10: Scroll down to select your “Predefined Values”.
Step 11: Select your “Dependent Field”.
Step 12: Select your “Dependent Field Value” and click “Save”.
Note: In the “Label” field, enter the name of the field (e.g., Project Owner).
The “Key” will automatically generate. The key is a unique identifier used to collect and store data in SubcontractorHub’s backend.
To make the field obligatory (marked with a red asterisk), select “Yes” in the “Is Required” dropdown; otherwise, select “No”.
Select the field type in the “Type” dropdown. Types include text, text area (a larger text box), file, dropdown (in which you can add dropdown options), date and time, number or currency.
In the “Predefined Values” dropdown, you can select a value, which will autofill your custom field. Predefined values vary greatly, allowing you to pull data ranging from the contact name to the percentage of the contract price.