Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

Save Found Set of Contacts To Create Compiled List


This topic is 7519 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

Hello all and thanks for your help.

I am a bit perplexed.

I have created a sort of events mailing list database where you can compile lists of people to invite to different events.

You invite each person by pulling up the event in a portal in each persons contact database, and then the information for each person invited is sent to a database called Events Lists.

In this database, all of the information of each person is stored and is used for emailing, mailing labels, etc.

The question I have is.

I would like when I make a new event, and I want to invite people to it, to go over to the contacts database and find groups of people, perhaps by kind of person, and then once I have a found set of the people i want to invite, send all of their information over to the Events Lists Database.

This would save me a lot of time in compiling people for events.

Is there a way also for a check box that lives in a portal to automatically be checked once I pull up the event and invite the person?

Thanks for all of your help, again, and have a great day!

Best

Ami

FileMaker Version: 6

Platform: Mac OS X Panther

Posted

The person could be a member of many different groups.

I basically just want the user to be able to go to the contacts database, choose a group of people...perhaps by their client type, and then choose to invite all of them, sending the information to the events list.

thanks

ami

Posted

The easy way to do this is to use a script to find those Contacts that match a chosen Client Type, then import those into Events List. But this approach is limited. You can't really mark the multiple events they have been invited to (except by adding lines to a text field, like a log.) And there's not a good way to have one contact be a member of many groups.

A better way is to design a couple more tables to track groups, group membership, and event invitations. The ER diagram below shows my first thoughts on how that could be done. Each box is a separate entity (table) and each line is a primary relationship.

For this design to work, each contact would have to be a member of some group in order to get invited to an event.

Hope that gives you some ideas.

FileMaker Version: Dev 6

Platform: Mac OS X Panther

event.GIF

This topic is 7519 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.