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newbie, relating to a new record


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Posted

Building a db for my girlfriend who runs a cleaning company. Set up a simple client contact db (clientContacts) with a portal that lets a client have more than one cleaning address (CareProperties , address etc) . Each client has a unique number . Each cleaning address had a unique number (House Id) displayed in portal.

Heres where i get stuck . I wnated to add a button to the portal so you could goto a new db (housedetails) based on the house Id, where you could add/change/view further details about whats to be cleaned , when etc. I can add a button fine but not sure how to relate the house Id in the portal to a new record in housedetails

Thanks in advance

Ric

Posted

Use the Go To Related Record script step with the same relationship as the portal. Attach this script to the button in the portal row.

Posted

that works except it takes me back to the Careproperties db , which just holds the address. I wanted to be able to jump to a different database, Housedetails. Problem I seem to come up agaisnt is needing a record to be made in Housedetails whenever a new HouseId is created by Careproperties

Thank you for your help and sorry for not been clearer

Ric

Posted

How many tables do you have? It sounds like 3, but do you need 3? What is stored in Housedetails that couldn't be in Careproperties? If you really need 3 tables then a portal in Careproperties would get you to Housedetails.

Posted

thanks smile.gif your right i did nt need 3 tables after all can just make the button goto a new layout in Careproperties . I originally thought of careproperties just to hold the addresses and needed a seperate db for more indepth details . guess as always its best to keep it simple.

thanks again , was driving me nuts trying to figure it out

Ric

Posted

Note that if you ever do need to implement something like that, you can put a script in the related file that goes to the related record in the third file. So you would GTRR in file B and run a script in file B that would take you to file C.

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