Configure Geo Fields

Add Country, Continent, and State/Province fields to a schema and optionally link them so they cascade together in a form.

Prerequisites

• You have a schema open in the schema editor in DRAFT status.
• To link fields, you need at least two geo fields of compatible types in the same schema object (for example, a Country and a Continent).

Steps

Add a geo field

1. Open the schema editor and click Add Field.
2. In the Type dropdown, select Country, Continent, or State/Province.
3. Enter a description for the field (for example, Project Country).
4. Click Save.

Repeat for each geo field you want to add.

Link fields into a cascading group (optional)

1. Select the child field (for example, Country, which you want to depend on Continent).
2. Open the Depends on selector and choose the parent field. Only compatible parents are offered — Continent for Country; Country or Continent for State/Province.
3. Click Save on the field. Repeat for each child field you want to link.

A State/Province field may point directly to a Country without a Continent present — the group is formed from whatever fields are declared.

Save the schema

Click Save all. The dependency links are stored in the schema's $comment fields and are restored the next time you open the schema.

Verify in a generated form

You can verify the cascade behavior directly in the schema editor by clicking Preview, or by opening a Dry Run for the policy that uses this schema.

• Selecting a country filters the State/Province dropdown to that country's subdivisions and fills in the Continent field.
• Selecting a state fills in its country and continent.
• Selecting a continent narrows the Country dropdown to countries on that continent.

Export to Excel

1. Open the schema and click Export → Excel.
2. In the downloaded .xlsx file, the geo fields appear with Country, Continent, or State/Province in the Field Type column.
3. If a child field has a parent, the parent field's key appears in the Parameter column of the child row.
4. The Test Value, Default Value, and Suggest Value columns show display names for Country (United States) and Continent (North America). State/Province keeps its code in both directions (for example, CA-ON for Ontario).

Import from Excel

1. Fill in the Field Type column with Country, Continent, or State/Province.
2. To declare a parent link, enter the parent field's key in the Parameter column of the child row. Leave Parameter blank to import the field without a parent.
3. Import the file. If the Parameter value does not match any field key in the schema, or the pairing is not a legal ancestor relationship, the import result shows a row-level error identifying the sheet and row.

Result

Each geo field in the form shows a searchable dropdown populated from the ISO 3166 dataset. Linked fields filter and auto-populate each other as the user makes selections. Submitted documents are validated server-side: field values must exist in the dataset, and linked fields must be mutually consistent.

A schema exported and re-imported preserves the field types and dependency links without manual edits to the .xlsx file.

Related

• Concept: Geo Fields