I'm building a corporate donation tracking database for a small student group on my campus. They have various committees who often all end up talking with the same corporation, so I'm hoping to help them better track every time they talk to the business. The main panel includes a space that lists all previous contact made with the corporation. Below that is listed every previous donation from the corporation. Clicking on a donation is supposed to give detail on the donation made and the contact history having to do with _only_ that donation, instead I get all the contact information for that corporation in the portal.

Here is a link to the file I'm using http://jurewitz.res-hall.northwestern.edu/example.zip . It's really a very basic setup, I just can't figure out how to get this working correctly. Many thanks in advance for any and all help.

Let me walk you through the problem.

Go the Corporation Information layout. Scroll down to Previous Donation Information. Click 'Add New Donation'. This will create a new donation record, assign the corporate ID to this record, and move you to the Donation Information layout. You'll notice in the Previous Contact Information window that there are entries populated. This behavior is incorrect. It should only show Contact entries for Contact records that match the donation ID and the corporate ID. This way, the Previous Contact Information for a Donation record shows only the Contact information directly relevant to that transaction. I'm not quite sure how I have the database schema set up incorrectly and am hoping for some help.

Here's how it should behave: You click 'Add New Donation' and it creates a new donation record and assigns the corporate id to that record. The Previous Contact Information portal should only show Contact records that match both the corporate ID and the donation ID. You'll notice back on the Corporate Information layout that there is a Previous Contact Information portal, as well. This is designed to show all contact entries. However, as you see, there is some erratic behavior on the Donation records where we should only see contact information pertaining to that particular donation.

Can anyone help with this question? :

If I understand your needs, you want to click 'View Recent Donations' and have it jump to the donation record for the current Contact? And the script is Donation clicked?

Open the Go To Related[] step and click 'Show Only Related Records.' Match current record only.

If that's not what you need, let me know.

LaRetta

Confession ... I didn't thoroughly read your post. And I see there is much more involved here. I will review it now. Sometimes I jump the gun on things...

But I think some of this might revolve around that one radio button 'Show Only Related' and your point of view when the GTRR fires. Your record creation might be streamlined, I think. I'll let you know if I come up with more suggestions on it.

LaRetta

Okay.

You have the portal based upon Contacts (on your Donations page). But the Contact can't be the one(s) pulled from your Corp relationship. As you see in attached, I added another Contact relationship and based the donations on THAT relationship instead (which pulls in the DonationID). See if that gets you moving.

Also, I added a few Commit Record's - it's always good to perform that step after record creation (I think).

Let us know if you get stuck again or I'm off the mark here! :wink2:

exampleREV.zip

This is exactly what I was after! Thank you so much for your help!

As should be expected, the solution was much more simple than I had anticipated :

Thank you so much!!