I am sure this is simple, but....if we have a single event (CalDailyAppointment) with multiple participants selected (CalDailyApptContacts), how do we create a table occurrence that will filter for just those participants? The purpose is to create a layout (in this case an announcement), based on the event (or the new table occurrence), that will print once for each of the participants.

Hi Marvin,

The default set up is one event to one contact. You can change this to have multiple contacts a few ways.

You can create a join table between CalDailyAppointment and CalDailyApptContacts, or you can use a multi-line value in ApptContactID_kf, i.e. have multiple contact ids in a carriage separated list.

In both cases, the TO CalDailyApptContacts will now show all the related contacts, and putting a portal on the Edit Appointment referencing this TO will let you see them all.

Let me know if I'm understanding you correctly and if that helps.

-Jason

Jason,

That is already set up, so there are multiple contacts selected for the single event. Now I want to print a layout containing information regarding the event and the individual contact for each of the selected contacts shown in the portal. Do I need a new table occurrence to print the layout for the found set of contacts?

Got it.

You don't need a new TO. You can do a Go To Related Records from the event to CalDailyApptContacts.

The script: Edit Appointment - Show Contact should work for this, you can just (duplicate and) modify the script so that the GTRR only shows related records and that you land on Contacts List.





hth,
Jason

Jason,

That would take me to a Contacts layout with a found set of the related Contacts, however, I need to print from a layout that is based on CalDailyAppt (the event) and that layout shows only data related to the first selected CalDailyApptContacts. To my understanding, it doesn't allow me to step through each of the contacts. Is there a way to set that up?

Thanks.

Marvin

I think see.

A portal is really the only way to show multiple related records, and that's not typically ideal for printing, but might work. List views themselves need to be "in context" so typically we gtrr and print from there.

Why do you need to print from the context of appointments?

-Jason

Jason,

I'm not sure that I do, but...I need to be able to show/print data from the specific CalDailyAppt (the event) to which these CalDailyApptContacts are related.

Right, so you should be able to use Contacts List or a duplicate of that layout, and any related appointment data you need, you can pull from: ContactActivitySimple. The relationship between Contacts and ContactActivitySimple uses the same keys as CalDailyAppointment and CalDailyApptContacts, so that should work fine.

If you're using a join table between CalDailyAppointment and CalDailyApptContacts, then you'll need it between Contacts and ContactActivitySimple as well, so that it mirrors the relationships that start from CalDailyAppointment.

Let me know if that helps,
Jason

Jason,

That works, except the Contact Activity record being displayed/printed does not match the one I am leaving when the GTRR call is made. It would appear that the Appointment information that is shown for each of the Contacts records, is the last Appointment record accessed for that contact.

What am I missing? How do I force the two (CalDailyAppointment from which the GTRR call originated and the Contact Activity record) to be the same for each of the found set of Contacts?

Hi Marvin,

Right, it's tricky for me, as you've had some modifications done, and I'm looking at a stock copy. Basically the relationship that starts from events needs to match the one that starts from Contacts.

Can you send me a copy of your file and I'll take a peak.

If it zips to 15mb or smaller you can just e-mail it to [email protected], otherwise you can use a service like sendbigfiles.co to get it here. Please include the [Full Access] account and p/w.

Thanks!

Jason,

I sent the file this AM.