Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 5205 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

Iam on F10 and FM11. Have a table of contacts. For various reasons these contacts may be related to one another. I created a relationship table that contains the record id of a contact and the record id of the related contact and the type of relationship.

When a user is viewing a contact they have a portal they can use to establish a relationship with another contact. The issue is that users know about the name of a contact but not the record id of a contact. I want the user to be able to go to the portal, scroll through the list of existing contacts, select one, specify the type of relationship, and establish a relationsip with that contact.

Really looking for a general approach rather than a detailed solution. Am stuck on figuring out how to do the scroll through existing contacts and the select.

Posted

One way to do this is to define a self-join relationship of the Contacts table, using the x relational operator. A portal based on such relationship will show all records of the table. Clicking on a portal row should trigger a script - and you can use the selected contact's ID as the script parameter.

This topic is 5205 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.