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Claris Engage 2025 - March 25-26 Austin Texas ×

Pop-up menu and related records?


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Posted

In a layout called JOBS, I want to put the following fields inside a portal:

salespersonOne (related field, pop-up menu)

salespersonTwo (related field, pop-up menu)

product

jobStatus

Because there can be either one or two salespersons per job, I'm using a separate table (tSalespeople, related by recordID) to store the salesperson data.

Back in the JOBS layout portal, it's no problem selecting salespersonOne from a pop-up menu; a new related record in tSalespeople is automatically created, and his/her name then appears in the portal.

My confusion comes with salespersonTwo: Since I obviously can't put a portal inside a portal, how can I create (or change) the second related record simply by selecting a name from a pop-up menu? And then, how can I display salespersonTwo's name in the portal? Use a GetNthRecord lookup field?

I can't find a thread which addresses this issue, but I bet it's out there. If you know of its whereabouts, or have some suggestions of your own, I'd be very grateful. Many thanks, all--

Posted

You should really one have one 1 salesperson field. Your related records should have all the sales items with the person on it. i.e.

John Product1

Bob Product2

Also what happens if there are more than 1 product item per sales person?

Posted

Thank you for your reply.

To clarify, the Product, JobStatus, and other fields are supplied by a join table. You are correct, there should really only be one salesPerson field, but how can I select, change, and display the second salesperson's name by using only a popup menu? (can't put a portal inside a portal, of course)

Posted

See if this thread helps.

http://fmforums.com/forum/showtopic.php?tid/193865

This topic is 6091 days old. Please don't post here. Open a new topic instead.

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