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Posted

I know global calculations do not exist but this is what I would like to do. I have a database of 500 individuals with mainly contact information. I want to be able to divide these individuals into about 30 groups, each group having one leader (who is also part of this same database). I have already figured out how to do this using global fields on a separate layout. However, for now as I am scrolling through individual records, if I want to find out who a particular individual's leader is, I have to go to another layout where I manually search for the leader from a list of 30 leaders. I want the leader to show up on each individual record so that as I am scrolling I don't have to switch layouts. But if I do this now using global fields, it clutters the layout I have for the individual record. Is it possible to add one simple line (i.e. field) to the layout for the individual record that contains the name of the leader?

Posted

In you contacts database:

You will need the following fields:

t_ContactName = The Contacts Name

t_UseLeader = The Leader in charge of the contact

t_MakeMeLeader = Indicates the contact is a leader

c_YesLink Calculation (text) is simply: "yes"

Create the following relationships ®:

R1 is "c_YesLink" related to "t_MakeMeLeader"

R2 is "t_ContactName" related to :t_UseLeader" (Sort by "t_ContactName")

Create the following value lists (VL):

VL1 with custom value of: "yes"

VL2 based on R1 relationship show "t_ContactName"

On your layout (L1):

Place "t_MakeMeLeader" next to "t_ContactName". Set the field format to use the VL1 value list and show this as a tickbox. Resize the tickbox to 14px x 14px (This will hide the text and just show the box).

Place the "t_UseLeader" field next to this. Define this field to show the VL2 value list. Now you can choose leaders to apply to the record (contact). Only leaders "ticked" will be available in the list.

On a different layout (L2):

Create a portal based on the R2 relationship. Place the related "t_ContactName" on the portal. You now have a list of all contacts for the chosen leader.

On your previous layout (L1) create a button (Script) that goes to this layout (L2) IF t_MakeMeLeader = "yes"

See basic attached file

Peter

Posted

Hi,

Why use global fields for that ?

You could have a group db with a group_Id attached to each member and a calculation to return the group leader (also a record from Group db)

or

In the same db, just drop a group leader field and populate it with the leader Person_Id.

A relationship person_Id :: leader_Id would do it all

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