3 Replies Latest reply on Jul 15, 2013 7:10 AM by salmonch

    Filtering value list on per user basis

    salmonch

      I am new to Filemaker Pro and I am struggling to get something working.

       

      I have created a form that Sales people will use to plan customer visits and record details of the visit such as Agenda, outcome, next actions etc. I am trying to make as many fields as possible a fixed format via a dropdown so that reporting will be easier and more accurate so items such as date & time are dropdown values.

       

      What I am struggling with is presenting a filtered dropdown list of clients by salesperson, each salesperson has their own login and can only create and view their own records, for the client list I have an imported table that lists all clients and their associated salesman.

       

      I can present the list of clients as a value list using the imported data but how can I filter it based upon the current login credentials ie using get (accountname)?

       

      I should also say that I am using Filemaker Server to host the database.

       

      Any help appreciated.

       

      Chris