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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I am designing a "Call Intake" form to gather information for our Sales department. They want to track, among many other things, what types of calls are being fielded. A call can be a "Catalog" call AND/OR a "Contact Info." call AND/OR a "General Info" call AND/OR an "Order" call.

I put a portal on the Call Intake form that allows the user to set one or more "Call Types" for each call by choosing from a drop down list of possible choices. Each time they choose, it adds a record to the related CallTypes table.

I do NOT want them to choose the same type of call twice. I have set up validation that recognizes this situation.

[color:blue]THE PROBLEM is that the validation does not happen until the user EXITS the portal. I WANT it to happen as soon as they choose the same value from the drop down list.

Any ideas?

Thank you for your help.

Nancy

Posted

I think it's better to filter the choices to only those which are not already chosen. This is called the "dwindle" technique, using a filter based on existing entries for the parent, with ≠ (not equal) operator for the relationship. In FileMaker 7/8 you have to use the ValueListItems() function to get the IDs. In 8.5 you could use the List() function. The attached file shows 3 ways of using the list with a portal.

Dwindle_VL.fp7.zip

This topic is 6351 days old. Please don't post here. Open a new topic instead.

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