AnsweredAssumed Answered

Folder Cards and custom sql table information

Question asked by Brent Lewis on Jun 17, 2013
Latest reply on Feb 19, 2015 by Antonios Armyriotis

Hello All,

I was hoping I could get some advice or direction on a simple project I am working on. My company just recently purchased EPDM. I have had it about 30 days nows.

I was nominated to be the primary admin for it. The starting structure ( folder,workflow,states and transitions,ect.) are setup and we are in final testing. I feel as if I have the simplest thing driving me nuts and I have not broken the ice on it yet.I am not a pro or a novice at sql coding.

My intent was to test using custom sql tables along with folder cards.


Combo Box Drop Down pointing to a custom sql table on folder card. ( coming a from sql cardlist)

Product 1   (in house)

Product 2   (in house)

Product 3   (outside)


When Product 3 is selected another (sql cardlist combo box appears and these selections come up) it is hidden until then.

Customer 1

Customer 2

Customer 3


This custom table has addition information in the fields of the table....

Customer 1 , Owner ,Email ,Phone, Owner1 ,Email1 ,Phone1

Customer 2 , Owner ,Email ,Phone

Customer 3, Owner ,Email ,Phone




I can not get the other fields to show on the folder card (after) the customer has been selected and the database updated.

My intent ---After Project creation I was hoping to pull the other fields data onto the cards based off the variable of Customer.


I was hoping for guidance if it is even possible or other directions. I do have other options, but I was hoping to get a base structure of multiple ways of accomplishing something for a nice basis.

* My main projects creation runs of a hidden variable tab system depending on the folder you are on-- learned online and is a neat trick. I could use this concept and hard lock Customer data

onto tabs depending on the Customer folder names.

*I have links to using the Alias card list and using the different symbols, basically pat indexing multiple information areas back out from the alias name (left middle right).


My main question is, Can it be done without an addin, is it even possible and I just have not found the correct combination. I do not want to waste anymore time it Cardlist are not to friendly in this area.

Thank You for any input or guidance.