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Looking to create an editable job-specific stakeholder list.

Question asked by shawnmberkeley on Apr 7, 2017
Latest reply on May 8, 2017 by howardh

For each record in JOB:: there is a single client and a number of assigned staff members.  Contact information for both clients and staff is available in CONTACT::, and there is a value list that pulls current client names as well as one that pulls current staff names.


I would like to create a list of all stakeholders for each JOB::JobNumber.  It would be populated with the client and all assigned staff members.  Then I would need the ability to add other clients and staff as stakeholders.  I have created a portal to add these extra stakeholders through a join table, STAKEHOLDERS::, between JOB:: and CONTACT::, but am unsure how to ultimately add them to a stakeholder list.

I will display the stakeholder list on a layout and use it to specify contacts for job-specific communications.