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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have the following situation, and it has probably been answered here several times, but I haven't been able to find a solution.

I am trying to related a master file to a contact file where someone entering in data can pick from conditional popups, and add new items if needed.

Say,

Customer Name

Customer Contact (multiple per customer)

Product (multiple per customer and mulipule per contact)

Product Division (again, per customer/contact and product)

The trick is, I want to pick a customer and see only contacts for that customer, then pick a contact and see only products for that contact, then pick a product and pick from only products for that product. But, if any one of the above changes I want that to be added to the list not changed.

Example

Customer A through Z,

Choose A

Shows Contacts for A - John, Sara, Bill

Choose Sara

Shows Products for Sara - Box, Tray, Tube.

Choose Tube

Shows Divisions for Tube - 1,2,3

Add Division 4

New Record is Created with Following info

Customer A, Contact Sara, Product Tube, Division 4

It could just have well been customer, contact or product that was not in the list.

Hope someone can help, would prefer not to use scripts to fix this situation.

Thanks,

Andrew

This topic is 8700 days old. Please don't post here. Open a new topic instead.

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