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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I need help to create list based off of a selection in a field. For instance. If an employee selects that a client is "confirmed by phone" I want it to populate that record in a list on another page layout that I create. Or if an employee selects "confirmed by email" it should populate another list. I have a few other selections to, but that is the idea.

Thank you!!!

Posted

Try doing a search for +conditional +value +list and it should give you some ideas.

This topic is 6463 days old. Please don't post here. Open a new topic instead.

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