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Claris Engage 2025 - March 25-26 Austin Texas ×

filtering dropdown list based on contact id


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Posted

I have a layout in my email address table which has a contact id field and Contact full name that displays based on a lookup. The problem is when I click on the contact id field the drop down lists all of my 100K+ records. I would like to filter this dropdown list since not all of my records have a full name given.

I would like to filter only on those records with a full name entered but not sure how.

NOTE: The contact id field on the layout is set as a dropdown list and currently get the data from the contactid field in the table.

Posted

You could create a calc field in contacts that results in the contact id if the contact full name is not empty. Then use this calc id for the value list source.

Posted

Oops, I thought it did.

This is the calc for the field but its not working too good.:)

If ( not IsEmpty ( wps_contacts::Last Name) ; wps_contacts::ContactID & " " & wps_contacts::First Name & " " & wps_contacts::Middle Name & " " & wps_contacts::Last Name & ", " & wps_contacts::Company)

NOTE: What I hope to do is check to see if the Last Name field is empty and if not, concantenate 5 fields to be used as a source for value list. If it is empty, don't display.

Posted

If you're likely to have more than a one or two hundred values in your value list, it may be better to use a selection portal. A button on the portal row can be used to grab the ID and set it in the record.

In either case, the related set can be filtered by more than one criteria. For example, you can have a globally stored checkbox to toggle whether or not incomplete names are shown. But you can also filter the list by a partial entry of the name, or by the Status, or by the Address, or whatever.

Posted

Here's a simple example of a popup selection using a new window in list view.

I've added the full name flag to the relationship just to illustrate how you can filter the values in the list view by jumping thru a relationship with a gttr script step. I've used a global constant calc field in Forms to match the flag field in Contacts.

Another approach is to have the popup window contain a portal. Then you could have portal filters to help a user narrow down the list. If you a list view, you could very well let the user find to narrow the list.

PopupSelection.fp7.zip

Posted

you're very welcome. Now we can look at this together, if necessary, and see how it would apply to your database.

This topic is 6460 days old. Please don't post here. Open a new topic instead.

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