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Value List based on Calculated Field to filter a portal - Auto-Commit?


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  • Newbies
Posted

I have a value list based on two fields: A record ID field, and a "display name" field based on a concatenated First-Last name. This appears in a pop-up menu which filters the portal below it to display the related contact information for the contact selected in the pop-up menu.

Everything works correctly for data entry on a new customer record. My problem is that the pup-up menu on each existing record currently shows the Record ID number for the contact, and not the display name. The portal below does not show any information. To update this, I have to manually select the pop-up menu and re-select my choice for the primary contact. Is there any way to automatically commit this across all my 6500 or so records?

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Posted

Yes but what is the value that is actually stored in that field? If its the same as the primary field selected via your popup menu then technically you probably should see it work without issue. I would start by evaluating what values are being stored in that field.

If you are still having issues, then post a copy of your file.

  • Newbies
Posted

The values are the same number format, but they are from a different table.

The drop down menu is used to enter a value into the "PrimaryContactID" field on the Customer record. The values come from a separate Contacts table. Value 1 is the ContactID for each contact for that customer, and Value 2 is DisplayName, a calculated first-last name field.

I have this set up to work with the customer's locations as well - I think the issue is that DisplayName is a calculated field. The location names are plain text and it works out fine.

Posted

It shouldnt matter. If you have your ID stored in that field, simply changing it to the same ID itself shouldnt just make it work. I have a feeling that the values in that PrimaryContactID field has a different value in there than maybe you may think.

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