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Claris Engage 2025 - March 25-26 Austin Texas ×

searching for field data according to date field


Stevireno

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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

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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.

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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

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This topic is 7276 days old. Please don't post here. Open a new topic instead.

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