2 Replies Latest reply on Feb 24, 2017 9:40 AM by Jaymo

    Conditional Value List

    jkwarrington

      I have a solution that tracks meetings for projects.

      Organizations have projects PROJECTS

      Organization have stakeholders STAKEHOLDERS

      One project has many stakeholders and each stakeholder can be working on many projects PROJECTS | STAKEHOLDERS

      Projects have meetings (lots of them) MEETINGS

      A MEETING can have multiple STAKEHOLDERS and I want to choose only STAKEHOLDERS associated with a project from a conditional value list; PROJECT | STAKEHOLDERS. This results in a join table, MEETINGS | PROJECT | STAKEHOLDERS.

       

      Problem

      I can create a conditional value list to display only MEETINGS associated with the PROJECT (shows all or none of the MEETINGS), nor can I get the layout to display only PROJECT | STAKEHOLDERS (shows all of none of the PROJECT | STAKEHOLDERS).

       

      I know it is relationship based but I cannot for the life of me figure it out.

       

        • 1. Re: Conditional Value List
          philmodjunk

          From where do you need this value list to work? What table occurrence (box in your relationship graph) is that layout or portal based on?

           

          For a standard relationship based conditional value list (there are other types), that is a very important detail as it determines what to specify in the "include only related values starting from" part of the value list set up.

          • 2. Re: Conditional Value List
            Jaymo

            Looks like the conditional value list should be based on the relationship form Meetings to Stakeholders. It's hard to tell from your graph but the table occurrence for Meetings that you need doesn't appear to be on your screen shot. There should be a relationship from Projects to ProjectsStakeholders to Stakeholders. This relationship would be used to add Stakeholders to Projects as stated at the beginning of your post and would be the relationship needed to show Stakeholders for a Meeting about a particular Project. Hope I got that right and makes sense. Had to use a pencil and piece of paper to figure it out. Would be easier in person lol. Good luck.