With Mesh, administrators can create dependencies between custom fields. This means that a custom field can be linked with another custom field. This helps ensure that the finance team only sees appropriate values for a custom field, based on a prior selection of another custom field, when adding codes to a generated card or a card transaction in the future.

In the example, the Sub-department and Department are related. When users select to code the transaction with the value A for the Department, the Sub-department contains only the options A1, A2, A3, and A4. On the other hand, when the value B is selected for the Department, the Sub-department only presents the options B1, B2, B3, and B4 respectively. 

To enable such a coding scenario, make sure that you are logged in as an Administrator or as a user with Technical Admin permissions. In addition, read the 'create custom fields' article to get more insights into how to create and populate custom fields with values.  

Follow the steps below to enable the dependencies: 

1. Administrators need to add the two custom fields (e.g., Department and Sub Department) of the type drop-down. 

2. For the Department custom field, the following values need to be added. You can add them manually or import them from a CSV file.     

3. You need to relate the Sub Department custom field to the Department custom field using the drop-down menu Parent Field. 

4. The Sub Department custom field has another column named 'Related records' that helps establish the relationship. 

5. It is impossible to add or manually change the Related records. The only way to add this information is via the Import from File option. The CSV file to be uploaded includes three columns: Display name, value, and p, where the latter represents the relationship. 

6. To add the values do the following:

6a. Navigate to the relevant custom field, scroll down to the List of Value section, and click on Import from file.

6b. Click the Select CSV File button, browse your files, and choose the CSV file you created in step #5.  

6c.  Click the 'Import Values' button and verify that the information has been added correctly. If multiple values were added you may need to scroll down.

Notes:

• Dependencies will work when you split a transaction. 
• One CF can affect (i.e., be used as a Parent Field) multiple CFs.
• The CSV file that was used to illustrate the above example is attached below. 
• If you have questions and need help contact our team at support@meshpayments.com