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Claris Engage 2025 - March 25-26 Austin Texas ×

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  • Newbies
Posted

Hi there, I'm struggling with a problem with checkboxs. I have a table of 'groups' which lets the user add groups and then add contacts to each group. I would like to be able to speed up the process by using a checkbox on the 'people' layout allowing the user to add a person to several groups ( and also add groups through the 'other' check box) rather than have to go in and add the person to each group in the group layout which would be more timeconsuming.

When I've tried to do this I run into problems, If I have groups 1, 2, and 3 when I add the checkbox it all looks fine but if contactX selects 1, 2 and 3 my groups layout would show that contactX is a member of group 1 2 3 (seperated by carriage returns) rather than contactX being a member of group1 and group2 and group 3.

Any Advice

JK

Posted

You need a join table btw Groups and People since a person can be in many groups and a group can have many people. The join table, let's call it Membership, holds the unique combinations of IDs.

See attachment for example

Topic_192758.zip

  • Newbies
Posted

Hi there,

Thank you so much for your help, I seem to have a problem with this method when I run a find, if I search for members of red or green, for example, thats fine but if I search for people who are members of red and green by selecting multiple checkboxes I get no records found even though I have records that fit that criteria, any advice?

Thanks again for your help

JK

Posted

You need to do an Expand Found Set. I would work from the Membership table. Find all records that have in their Group ID field the ID for the Green group. Then Expand found set to those that have ID for Red in the Group ID field.

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