Jump to content

Filtering Portals and Adding Records


eprowell
 Share

This topic is 5601 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • Newbies

I am building a customer database for the salesperson at our company. I have 2 tables. The first contains all the customer contact information. The second contains contact notes. The contact notes table has 3 fields: customer name, note, and date/time note was created.

I am currently trying to design the layout. I have created a portal that displays records from the notes file, but it isn't very user friendly. To add another note to this table, you have to scroll to the bottom of the portal. As the table grows, this will require more and more scrolling.

Ideally, I'd like the portal to only displays the 3 most current records for the customer. I'd also like a separate field that adds notes to the notes table. I can't figure out how to do this.

Can someone get me pointed in the right direction?

Link to comment
Share on other sites

You can't use the "Allow creation of related records..." option and filter the portal by a date range at the same time.

What I'd suggest is to use a set of globals in the Customer table for the data-entry of new Contact Notes, and use buttons attached to scripts to create the Contact Notes with the information from the globals. Doing things this way, you can simply place the data entry fields above the portal, and keep the portal sorted by Date/Time (descending). With this, you'll eliminate your trouble with scrolling through the portal to add records. Of course, if you still wish to, you could additionally filter the portal by a date range or something. Filtering the portal to show the last N records is more complicated, and in my opinion less user-friendly.

If any of this sounds useful, let us what you might need more details about.

Link to comment
Share on other sites

This topic is 5601 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
 Share

×
×
  • Create New...

Important Information

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