Method Community

I want to add a field, MemberLevel, to my ListBuilder.  The field exists in Customer.

When I added it to LIstBuidler, was I not given the option of linking.

How do I link my new field in List Builder to Customer (or Contact, etc.) when my ListBuilder populates?

Thanks,
Fred

Fred-

MemberLevel should just be addded as a regular field to the ListBuilder table. If you take a look at the insert actions used in list builder it copies the values from the customer table into the ListBuilder table.

-Michael

Method_Michael:

MemberLevel should just be addded as a regular field to the ListBuilder table. If you take a look at the insert actions used in list builder it copies the values from the customer table into the ListBuilder table.

Should I have slected "Entity" when I added the field?  That was my only option and I left it blank.

You did this for me with another field during my "consulting" time, but I can't remember how you did it.

Thanks,
Fred

Fred-

All you need to do to add the field is make sure "Add a new field" is selected give the field a name and make sure the approriate field type is selected, in your case Text should work and then click Add Field.

-Michael

Method_Michael:

All you need to do to add the field is make sure "Add a new field" is selected give the field a name and make sure the approriate field type is selected, in your case Text should work and then click Add Field.

When I added the field, I didn't have the option to link it.  Now, I need to pull the data (link?) from my Customer table. 

Thanks,
Fred

Fred-

You do not need to do any linking. This new added field should be added to the insert action in the Fill customer button.

-Michael

Method_Michael:

All you need to do to add the field is make sure "Add a new field" is selected give the field a name and make sure the approriate field type is selected, in your case Text should work and then click Add Field.

Added field, but it's not filling with data.

The field is MemberLevel that I created in the Customer table.  When I created it in the ListBuilder table there was no link, but I gave it same name and attributes (text) as in the Customer table.  The field is there but when I work with ListBuilder the column is blank.

You said it should fill automatically but it's not.  What steps have I left out?

Thanks again,
Fred

Fred- 

You will have to update the insert action and add this new field to it.

-Michael

Method Team,

How do you update the insert action?

Thanks,

VLocke

Hello,
   I took a look at the action on the 'Fill list with Contacts…' and there is a call to a special web page. It doesn't look like you can update the insert from there.  I did find a forum post on adding fields to the list builder that says that fields from the Contacts table are automatically populated.

   I will have to spend some more time on this to see if I can get the insert to go.

- Greg

Hello,

    I did try one field from both the Contacts table and Customer table.  The Contacts table did get copied to the List Builder table automatically.  The Customer table did not.

- Greg

Greg,

Thanks for your input. 

I got this to work.

The retrieve table informtion was added to the onscreen load.

Also a pulldown from the Entity Table was needed to make the field show up on the screen.

I believe that's the part that is missing from your post above.

Thanks again.