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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

All,

I wonder if anyone can help me with this one!

I have 3 databases - Timesheets, Timesheet Data & Projects

Timesheet Data is referenced to Timesheets via a Portal that works beautifully!

In the Portal I have a field called Project No. I currently have a pull-down value list of all projects numbers contained in the DB called Projects. This works fine!

However I would like to refine this value list. I would like to limit this value list to project numbers contained in the Projects DB that are 'live'. This 'live' information is contained in the Projects DB in a field called Status.

Any suggestions? Any assitance will be greatly appreciated!

Chris

Posted

If you are using FM5.x than all you need is conditional value list.

This is my preferred way:

In file Projects define an global field name gStatus. Give it the value for "alive" (if you are using flags than 1 should be fine)

Always in Projects define an relationship LiveProjects::gStatus-->Status.

In the same file define value list LiveProjectsList as use related values from rel LiveProjects of field "Project No" if you have also "Project name" field than select option "Display also values from field "Project name".

Now back to Timesheets file.

Define an value list Project as use value list "LiveProjectsList" from file Projects.

Now in your portal attach this value list to a field Project No formatted as pop up list.

If you prefer to see project name in your portal and continue to use project id for other things, than in file Timesheets Data define an relationship "relProject" (if you already don't have it) with Projects using project No field from both files. Also define an calc text field prName=relProject::project name.

Back to portal in timesheets.

Always in your portal to Timesheets data put the newly created field (prName but pay attention to select the right relationship ie the one with timesheet data) over the field Project No and uncheck option "allow entry from" field format dialog.

if you're asking yourself why the hell I've defined value list in Projects and didn't use direct relationship Timesheets-->Projects gStatus(this time in Timesheets)-->Status, the answer is:

you can do some very cool things in that way--read related hierarchical(conditional) value lists(however there was no need to do it in your case)

Dj

cool.gif

Posted

DJ

Thanks for your help - very much appreciated. But I must be missing something.

I've followed your procedure but the pull down list does not appear in the Timesheet Data portal in the Timesheet db. It's not as though the menu occurs without values - the menu just doesn't appear!

I have made sure the value list is assigned to the field - but no luck. Oh - and I'm using FM 5.5.

Any suggestions?

Thanks in advance

Chris

Posted

Have you Defined the Value List in the Timesheet file, then applied it to the field in the Portal? You can test the Value List by applying it to any field outside of the Portal; in a layout of the Timesheet file.

All the best.

Garry

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