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show record history on a form layout


jasoneon9

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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

 

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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....

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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

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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

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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 .

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This topic is 2755 days old. Please don't post here. Open a new topic instead.

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