Ivan,
Regarding your two issues:
- It seems like you're using the reference field, and not the reference proxy field, on your form. If you utilize the reference proxy instead it should follow the behavior you expect
- I see two possible solutions here
-
- This type of setup would allow you to select the various people from your contacts table directly on the Project form, and set what their role/title/position would be within that project. It would also allow you to summarize their details together and get a combined list of users associated with each project if that's important
-
- This type of setup would allow you on each DM to have a relationship for their VP, another for their SVP, etc. and whenever you select the DM on a project all of those other positions could come through the relationship as lookup fields
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Eric Mohlman
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