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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Not sure if there's an easy solution to this, maybe I'm being dumb again!

In Browse mode, users select from a drop down list which stores the ContactID number of related contacts. A lookup field displays the select Contact's full name. In Find mode when the user searches for a contact by using that value list, the Lookup isn't performed as in Browse mode, so the user thinks that they haven't selected a contact to search for...any elegant solutions to this one please?

Posted

"In Browse mode, users select from a drop down list which stores the ContactID number of related contacts. A lookup field displays the select Contact's full name."

The value list is from Contacts and contains the ID and fullname, showing only the second value? Why the lookup? Once you have the _kF_ContactID in your related table (let's say it's Invoices), then you can display the Contact info with related fields.

In Find mode, you wish to Find Invoices for a given Contact. You could:

1) use a popup menu using your value list.

2) You also could have the related Contact fields on the Invoice Find layout, and have the user type in a contact name.

3) Or, have them go to a Contact Form and view a portal of related Invoices.

4) You could also provide them with a button on the portal or anywhere on the Customer Form layout that gtrr Invoices using an Invoice List.

  • 1 year later...

This topic is 5244 days old. Please don't post here. Open a new topic instead.

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