Hi!

I have two tables: Client and Contacts. The client table has a Portal that contains a list of Contacts (Emloyees, Contactors, Consultants)

What I am attemping to do is one of two things:

1. Create a Value List from the Portal so I can choose one of the Contacts who is the Key Contact for that Client, or

2. Create a Conditional Value List that will list the Contacts related to that Client.

For information I have a pop-up menu on my Contacts layout where you choose which client that Contact is related to.

I have tried several things, I believe I must be messing upthe relationships.

Any ideas?

Create a new TO of Contacts named RelatedContacts. For a list of related contacts to a client, the relationship should be Clients::ClientID = RelatedContacts::ClientID.

 

Use a value list from that relationship to populate your KeyContact field in Clients.