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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have created a company "to do list" with fields for customers and the employee whom is responsible. I'd like to create a drop down menu and button to sort the records by employee, so the individuals can view their assignments. I know how to do this with the find feature, but wondered if there is a way to accomplish this witha script and global field with a drop down menu?

Thanks

Posted

There are several ways to approach this. The way I've done this in systems I've developed is to create a portal on the Employee's form view layout that shows the to do's that have them as the "assigned to". That is, build a relationship from your Employee table to the To Do table matching the assigned to field.

Another way is to display a filtered portal of all to do's and as the user chooses an employee, the portal filters to show only those employee's to dos.

I hope that you are storing EmployeeIDs in your To Do table, and not employee names. It's the IDs that you should be matching in your relationships.

This topic is 6292 days old. Please don't post here. Open a new topic instead.

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