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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Does anyone have an idea on how I could set up a script or layout that would allow a person to essentially "sign off" on a document that they have read that is in a database?

Thanks.

Posted

A couple of ways. But it depends on what you mean by "a document... that is a database". I'll assume that you mean that there is one record that represents each document.

One method is to put a field in the document record, and enter the person's ID into it when they have read it. This will get messy when more than one person has to read the same document. If, however, your needs are such that one *one* person has to "sign-off" the document then it'll be satisfactory.

If you need to track which documents the person has read (note the subtle change of focus: its different to tracking whether a document has been read) then I'd create a table to track "Readings" that holds the document id and the reader id. One of these Readings records gets created each time a person reads a document.

This topic is 6299 days old. Please don't post here. Open a new topic instead.

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