What is the best way to show a complete list of companies from the primary company association panel when in Contact edit mode without having to enter search criteria?

There is a "select company from selector" script on the portal for companies. Can this be modified to show all companies?

Here's the screen I'm working with:

I can't tell from your screen shot, where is this layout? Can you send another screen shot that shows the entire layout?

Sorry, here's better pic. When editing a contact's info and selecting either the primary company or additional company I would like to have a list of companies auto-display on the selection layout instead of having to search initially.

I am trying to backtrack the code but can't quite figure out the best way to approach this without messing up the search filter.

I hope this makes sense.

Thanks - Ken

Hi Ken,

The easiest thing to do would be to pass a "*" (asterisk) as the current value parameter. This will do a wildcard search and return find everybody. The find that's done in the control file is set to only return a 100 results, so if you want more returned by default, you'll need to change the limit variable in the control file.







Let us know if that helps!
-Jason

Not sure why but using the wildcard in the "Add Company Associate" did not work. Using debug I found that the script used was "Add Secondary Associate" but adding the wildcard there didn't work either.

Using debug I found that script "Go to company" was called and following your example I added the wildcard as shown below and it worked.

This helps a lot as my beta test user always complains of not knowing what to do and kept asking for a way to just show the list of companies (clinics in this case).

Thanks so much for your help with this Jeff.

Ken

Hi Ken,

Thanks so much! I'm not sure why passing the "*" as a parameter didn't work as opposed to setting it as a literal, but I'll add this as a bug to run through.

We should probably make this a setting somewhere, as it's probably behavior that others would want, and does make the action more explicit. The downside, of course, being that if you've got a million contacts, you could potentially have a big slowdown when doing the initial search, and I wanted to error on the side of performance

Cheers!!

Thanks Jeff.

I can fully appreciate putting performance first. In our case "companies" has been changed to clinics. There will only be a handful of clinics so performance is not an issue.

Thanks for your prompt reply. This solution is so well tuned and complex I find myself a bit lost and have to rely on you guys for tweaks.

Fortunately I have just about tweaked all of the big stuff. The small stuff I can figure out on my own. I will hit you up for one more item that I have been wrestling with for quite a while but can't figure out. It has to do with the "Toggle associations..." and "Toggle recent..." scripts. I will write it up in another post to get your feedback on a possible solution.

As always. Thanks a bunch!

Ken