Tracking Notes and Comments

[scottvaughan]

I need a way to be able to add notes to my records. I also want to have each note get a time stamp so that I can look at my job ticket and see that a note has been posted in the last 24 hrs. I am trying to set up a new layout linked via a job number that I can click to and see all of the notes listed for that job. Any ideas?

[Matthew F]

Unless I'm missing something that sounds fairly straightforward...

Why not create a Notes table that is related to your jobs table by a job_id match field. In this way you can display any number of notes on your job in a portal. Or you could have a button which executes a "Go to Related Records" script step and takes you to the 'Notes' layout in a list format.

A 'Create Note' button on the 'jobs' page would take you a special 'Edit Note' layout. A 'Submit' button on the layout would create add the current time to a timestamp field with the 'Timestamp ( Get ( CurrentDate ) ; Get ( CurrentTime ) ) script step and would return to the original layout.

The part about finding recent notes would be performed with a script that goes Notes layout and does a search for notes related to jobs with your name on them and a timestamp created in the last 24 hrs.