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Claris Engage 2025 - March 25-26 Austin Texas ×

searching for field data according to date field


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Posted

Hi, thanks for letting me pick your brains...

(be gentle, my first request)

I have information about clients organized into a FM database, the date of communication is one of the fields. When I start a new record for a client I already have in FM,I would like to see a few fields from the last communication with them. So I think I would like to find the second most recent date (the most recent is the record I am currently viewing/endering) Is this the best way to get that information? Any ideas or tricks up your sleeves?

Thanks so much!

-Steve

Posted

If you create a self-relationship based on clientID = clientID and dateCommunication > dateCommunication, and set the relationship to sort by dateCommunication, descending, then you can put the related fields on the layout and view the most recent record's data.

Posted

Thanks, I'm still trying to grasp the reasons for self-relationships, but in this case i think I see why it makes sense. If I set up a self relationship using those fields, can I also use a portal window to show all of the data from past communications with the client?

Thanks again... your saving me hours on hours....

-Steve

Posted

Yes, you could show all previous client records in a portal, in descending order. Glad I could be of help. smile.gif

This topic is 7359 days old. Please don't post here. Open a new topic instead.

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