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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I'm trying to get a value list formatted like the following:

 

CALL

    Initial Inquiry

    Leadership Call

EMAIL

    Initial Introduction

    Rep Check-in

MEETING

    Client Sales Meeting

    Weekly Meeting

NOTE

    Company Background

 

I have attached an example file showing what I've done so far and where I was heading. The issue with my approach (thinking I could use a sorted relationship) is that a value list has a sort associated with it. I've left my example as is though so you can see what I was after. Here's a little more explanation:

 

The header rows are hard coded and won't be changed by users. I added those records to the table and then used a portal filter to hide them from users. Users are able to add new custom labels which will be associated with one of the four available tabs.

 

Looking for any ideas. Thanks!

 

SortedValueListWithHeader.fmp12.zip

Posted

The issue with my approach (thinking I could use a sorted relationship) is that a value list has a sort associated with it.

 

IMHO, you have outgrown the usefulness of a value list and would do well to move to a pop-up window showing records in list view (possibly with a sub-summary part). Another option is to use two value lists, one for the category, and the other (a conditional one) for selecting the actual value from the values in the selected category.

 

 

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Jeremy, just FYI:

http://fmforums.com/forum/topic/3921-many-many-hierarchical-entry/?p=14937

http://fmforums.com/forum/topic/75378-display-all-values-except-for-one/?p=357015

 

Note the dates.

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