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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi, I have a portal ten deep. I want to be able to choose a company name from a drop down list, then in the next column have a company contact automatically fill in. The problem is that when I do it for the first record, it changes the contact name for all ten records to that one company. I used to have the user enter a company number and all the corresponding info would fill in, but my boss wanted to make it easier, hence the drop down box idea. Any ideas?

Vandy

Posted

Check that the Contact Name field in the portal is a lookup field in the join file rather than the original Contact Name field from Company.

If that's not it, maybe you could post a your problem file or a screenshot of your relationship graph.

This topic is 7292 days old. Please don't post here. Open a new topic instead.

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