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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I currently employ a method of selecting an individual for a task by clicking on the individual field which opens the search database, goes to the individual search / selector layout. This layout is a portal showing all the individuals for a particular company. When you click on the desired individual, it takes the individual_ID and inserts it into the tasks database.

I have the same for selecting companies - click on the company ID field, it brings up the search "pop up" window, shows via a relationship all the companies for that area and you click on the one you want.

What if I want to extend the access to the "pop up" search / selector across all my database files. So, I want to be able to select an individual for a company from the task file, also from the service file, and also from the admin file. They are all separate files (not separate tables within the one file).

I need to know which file I'm coming from so the search pop-up knows which layout to show (as I'll need a few individual search layouts) and where to send the data back to.

If that makes any sense, how can I do it?

Thanks

Posted

This calls for ODBC and SQL. On Windows, we have MSQUERY. There is probably something similar for OS X.

OR: Set up the Relationships Graph as a Query.

This topic is 7265 days old. Please don't post here. Open a new topic instead.

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