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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hello:

I have a database set up for a client-top is basically contact info; bottom I have a portal that connects to another database which has notes on the client, by date. Each client has multiple records, based on project #.

She wants a report to print up with status notes. I am having trouble setting up a report to ONLY show the last note added. I can sort the notes, to show the last note added, when you look at it in the regular view, however in the report view, it shows all of them, just in order of date. I only want to show the last note, not all, so when she prints up a status for a client it shows the most recent note for each project. Does this make sense? help!

Posted

Double click on the portal. You can make the portal only show one related record by entering 1 for number of records. Then choose SORT portal row and sort by the appropriate field (It seems like in this case it is either the creation date or some date field)

This topic is 6790 days old. Please don't post here. Open a new topic instead.

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