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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hello,

I was wondering if someone can help me. i am developing a referral database. I have layout which have a portal and field where personal info is being input of the person who is making the referral. i create one to one relationship with the portal using ID. The problem that i am having is that the id get mess up when create new record. here is example of what is happening. i do one record and type the person information and the referrals this person has on the portal when i go to create a new record instead of getting Id number 2, i get id number 9 and i am wondering if it has to do with the way i set up the portal relationship to itself. Do i need to create another layout where the referrals name need to be enter so they can be associate with the person who made the referral. Think of it as parent and childs relationship.

To give more details here example of what i am trying to do:

user data being enter in regular fields:

Company id:1

Last name: Smith

first name: bob

address: 56 street

city: Dallas

state: Texas

zip code:78555

Than in the portal i enter the data of the peoples the person refer to us:

Last name: Gutierrez

first name: Pedro

Phone number: 555-44444

i was also thinking of creating another layout where the data entry people put the names of the referral but it would be easy if it can be done in one lay out.

if anyone have any questions please let me know.

Posted

Sounds like your portal is based on a self-relationship. Therefore, when you are entering the people being referred, you are actually creating new records in your file. This is why your company id is iterating to 9 rather than 2. What field are you basing your relationship off of?

This topic is 7912 days old. Please don't post here. Open a new topic instead.

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