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Self qualifying to do list


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I'm not even sure this can be done. I have a client file with data about each client. I have built a separate 'to do' list where each individual to do is listed for each client. (Any client may have up to a dozen or more to dos. The to do file successfully gives me the details of each client from the master file. Each to do is assigned to one or more staff members.

What I now want to do now is have another set of lists generated, dividing the to dos into separate lists for each staff member's responsible.

In other words, the one master to do list would generate three separate lists, one for each staff.

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Why not create a global field called staffmember and relate this to the staff member field in the todo's.

Then you can choose a member of staff from a popup in the global field and have a portal show the to do's for that person.

Then, each member of staff can see their own list of todo's from one portal.

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This topic is 8178 days old. Please don't post here. Open a new topic instead.

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