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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hello, I have a database that has 2 value lists, say field (1) is sales rep and (2) is customers. I would like to be able to select a rep in field 1 and then all the customers for that rep appear in field 2, so then I can select from the second value lst the customer name. Is this possible if so please help.

Thanks

Chris.

Posted

Hi Chris,

Create a self-join relationship, joining Sales Rep on both sides. You can leave your existing Customers value list in place (for assigning Sales Reps to your new customers) but create a new SalesRepCustomer value list. Base this new value list upon 'values from field'. Select 'Only Related Values' and point to this new self-join relationship, then select your Customer Name.

Then go to your existing Customer Name field and re-assign this new value list by selecting it in field format. That should give you want you want. smile.gif

Cheers,

LaRetta

This topic is 7719 days old. Please don't post here. Open a new topic instead.

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