Jump to content

searching for field data according to date field


Stevireno

This topic is 7207 days old. Please don't post here. Open a new topic instead.

Recommended Posts

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

Link to comment
Share on other sites

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.

Link to comment
Share on other sites

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

Link to comment
Share on other sites

This topic is 7207 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.