Line Item Dependency
Ediphi offers the ability to link line item quantities to the quantities of other line items. In essence, the quantity of one line item can be incorporated into the dynamic formula of another line item, leading to automatic updates for any dependent line items. This streamlines the process, offering increased efficiency and less manual input. See how to do this below!
In this article
Creating a Line Item Dependency
- Right-click on a line item, and select Edit Quantity Formula. Alternatively, type "=" within the line item's Quantity cell, and press Enter.
- A pop-up will appear, allowing you to create a dynamic formula for this line item.
- Click on the Line Item button.
- Specify the Estimate Use Group where the line item is situated (or choose All).
- Select the particular Estimate Line Item you wish to pull it's quantity from.
- Click Save. This line item is now dependent on the quantity of the other line item.
Note: After creating a Dependency, try changing the quantity value of the line item that it's dependent on. Watch the quantity of the dependent automatically re-calculate, saving you from having to change this manually!
Viewing Existing Dependents
To view if a line item has dependents assigned to it, follow these steps.
- Right-click on the line item. If there are existing dependents assigned to the line item, you will see a Show Dependents option in the drop-down list.
- Click Show Dependents. A pop-up window will appear presenting all the line items that utilize the quantity of this particular line item in a formula.
Pro Tip: Need to view the line item on the original estimate? Right-click on any line item within the Line Item Dependents list, and select Navigate to Line Item. The platform will take you directly to the line item within the estimate.
Deleting Line Items with Dependents
If at any point you need to delete a line item that has dependents, the platform will automatically prompt you to confirm the deletion, providing you with a list of each line item that's dependent on it, and informing you that any formulas where this line item's quantity is being used under will break if deleted. Click Confirm to proceed.
You can easily find all the line items within your estimate with broken formulas, by going to the Line Items view and under the Formula Status filter, selecting Broken.
If you have any questions, feel free to contact our support team and we'll be happy to help!