show record history on a form layout

[jasoneon9]

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

 

 

[webko]

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....

[jasoneon9]

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

[webko]

Can you do:

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

[jasoneon9]

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

[webko]

Replied

 

[jasoneon9]

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 September 21, 2016 by jasoneon9

[Lee Smith]

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

[webko]

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

[jasoneon9]

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 .

[jasoneon9]

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