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Claris Engage 2025 - March 25-26 Austin Texas ×

Using one value list to populate choices in a related value list


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Posted

Hi all,

This seems to me like it should be fairly simple, but I just can't see the right way to do it. (Or maybe it can't be done?)

For purposes of running some reports on employee activities, I have a field (EmpCode) formatted as checkboxes for each employee. The user checks each employee whose data they would like to include in their report.

I would like to add an additional field (EmpTeam) formatted as checkboxes for so that if I checked "team 1" then all employees that are part of team 1 would be then checked in the EmpCode field mentioned above. This is just a shortcut for users to help them autofill the options for their reports rather than needing to select all 20ish members of their team from the master list each time. (Also some managers may run reports for multiple teams, or a manager may run a report for someone else's team during a vacation, etc.)

Any ideas for this?

~Courtney

Posted

It wouldn't be too hard to ADD the checked team members to the individuals checkbox. However, it wouldn't work well, because if they changed their mind and unchecked the team, it would either do nothing or remove ALL individuals that do not belong to one of the checked teams - including those that have been added manually.

A better solution would be to use separate checkboxes for teams and individuals, and a calculation field to assemble the ID's, e.g.

List ( TeamEmployees::EmployeeID ) & ¶ & SelectedEmployeeIDs

This topic is 5956 days old. Please don't post here. Open a new topic instead.

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