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Claris Engage 2025 - March 25-26 Austin Texas ×

Records of portal disappeared


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Posted

I have had a quick look at your file and as I thought the relationship that the portal uses is based on all 3 of those fields.

If you change any one of those fields and there aren't any records that match the new entries then of course there will be no records show up because there aren't any.

In short, restrict the fields that the relationship is based on to the relevant one(s)

HTH

Phil

Posted (edited)

Sorry Phil, I was called away and didn't see you had already responded.

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As well it should. The data in the portal (Data Archive) is related directly to the specific record in Data Entry. Also, your relationship is set to code number/Firm/Date therefore, change data in any one of those fields and you change the whole relationship.

So if you are looking for code number 1 from data entry you get the corresponding data in the portal. If you change it the data no longer applies to that record and you lose the record. Note that the data comes back as soon as you put the same data back in the record.

On the other hand you can change the date, etc. of the data archive record and that data will show in the portal of the corrected record.

What are you looking to accomplish by changing the date/ code number, etc?

Edited by Guest
Posted

Then you need an "Edit" screen. Send them to the Data Archive layout where each record that needs to be changed is changed there. Do this by setting the button within the portal.

When you set a record in a portal it automatically sets the related field. If you change the data in the parent the children are lost. So, I believe, you must go to the child record and change the parent key there. Do a GTRR (Go to Related Record) and change the Data Entry Key there.

HTH

Al

This topic is 6613 days old. Please don't post here. Open a new topic instead.

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