If you want the Relationship field for Dependents or
Emergency Contacts to be pre-defined, you can set up a custom combo box in Vista.
If no custom combo box is applied, the
Relationship field is available for freeform text
entry.
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In Vista, select .
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Create a new combo box on the
Grid tab.
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Select the Items tab, and add the
options that should be available from the Relationship dropdown when
users add dependents or emergency contacts.
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Assign the combo box to the appropriate portal
settings:
- For Dependents, enter the name of the combo box in Custom combo box type to bind
dependent relationship types found under .
- For Benefits, enter the name of the combo box in Custom combo box type to bind
dependent relationship types found under .
Note: You can use the same combo box for both fields, or
use a unique combo box for each one. Leaving either portal setting blank
will allow users to enter freeform text.
