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Claris Engage 2025 - March 25-26 Austin Texas ×

Value list based on same field using thevalue list


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Posted

I believe I saw how to do this once but I can't find it again. I have a contacts field that I want to add a pop up menu to. It currently has contacts in the field. I would like to create a value list that contains those contacts and will be populated with any new contacts that are entered. I thought it had something to do with a self join but I couldn't get it to work.

Contact Field: Either select a value from the list or enter in a new contact. That new contact would be populated into the value list because it is based on the contact field.

Let me know if I didn't do a good job of explaining it. Did I remember right that this is possible or am I thinking of something else?

John

Posted

Just as you can have a value list based on the data in a separate table you can also use a self relationship (join) to create a value list as well.

I can interpret your problem in a couple of different ways so I will provide you with a few different solutions and hopefully what you are looking for will be answered as a result.

1) If you are creating a new record for each new contact and want to see every contact ever entered to show in your value list:

Simply create a value list based on the contents of the field that you input information into. Adding new records will instantly add to the value list.

2) If you are creating a new record for each new contact but only want to see entries in the value list that partain to a particular record:

Create a self join relationship based on some ID that the multiple records will have in common.

Create a conditional value list based on this relationship. This way when viewing a specific record with this ID, only records sharing the same ID will have their entries show in the value list.

3) If you are inputting information in a specific field and the data is return delimited, you can use either of the 2 ideas above as well to create a value list that will either display every contact entered or be conditional on the record you are viewing.

Make sense?

Posted

Brian,

You were right with #1. I had tried this before but nothing showed up in the value list. I just tried it again and now it is working. So not sure what happened but it appears to be working.

Thanks,

John

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