Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 7059 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

Hi mentairia,

I really would suggest going relational with your notes. It will allow much more flexibility. And, down the road, sure as eagles fly, management will want a list of notes only taken by certain people - or certain dates - or ...

See attached for ONE option ...

You can get fancy but I wanted to keep it simple for demo purposes. And I use 'Allow Creation' to create your notes. I prefer disallowing new portal record creation without script most times; but if the need is simple, the portal can be designed thus. If you want fancier (allowing new record in one single line ABOVE portal; or within portal), we can do that too. And if you REALLY need to keep an audit-log type single field, we can do that ... but I wanted you to know that it's very limiting in its use. If you have existing Notes, we can help you parse them into records to fill this new Notes table in no time!

Your skills appear to be above this level ... however, sometimes the simpler things don't pop into our minds as quickly as we'd like. I keep having to be reminded to think more simply instead of convoluting everything with all possibilities in the Universe! If it doesn't work, just toss the idea. :grin:

LaRetta

Staff_Clone2.zip

This topic is 7059 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.