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show record history on a form layout

Featured Replies

Hi been stuck on this for days so im thinking it may not be achievable  

i have 2 forms 1 customers the other a buy form

the customers also has a portal showing history of records from the buy form

my problem is we get tired of switching to the customers layout to see peoples history

what im looking for is a way to see history on the same layout same table i know i can see other tables through a portal but cant figure it out that i can see history from the same layout / table

 

very much appreciate on a pointer in the right direction please

 

customers.jpg

buy.jpg

 

On the buy form, you must set the Customer ID - so you could make a portal between two Table Occurrences of the Buy table, based on Customer ID to Customer ID, so the portal shows the buy records for that customer....

  • Author

thank you think im getting somewhere but still not right i set the portal to customerid and voila it works but it just shows the one record thats currently displaying on left side of buy form twice on 2 rows when there should be 20 or so records

buy2.jpg

Can you do:

A screenshot of the portal in Layout mode?
A screenshot of the relevant section of the Relationships screen in Define Databases?

  • Author

Thanks for the help i have screenshots privately as its a working database and customers might not be to impressed if i accidentally post some data

hope thats ok

Replied

 

  • Author

Thanks for the help it shouldn't be this hard

why its easy to have a portal to related records well you cant get much more related than your self

oh replied also

Edited by jasoneon9

It’s NOT that hard provided we have enough information to understand what it is your need is. This was the reason I sent the link to Anatomy of a Good Topic in my Private Message. Reread these Steps, 7, 8 and 9, they spell out some of the information we are looking for from you.

Lee

I think I got enough back channel to help him with this, using a self-join in BuyBack on CustomerID

  • Author

Thanks lee i did have a read and theres some good points to keep in mind thank you. Webko has been very helpful and im a gnat's whisker in completing my problem.

I just think that in form mode there should be like a table tool like portal tool, only that you could table from its own layout/table, im sure it would make things much easier especially for us novices .

  • Author

works great when you see it running ok makes me wonder why couldn't i see it youve made look so easy thankyou very much Webko really appreciate it thankyou

Kind regards jason

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