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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi, All--

I have a solution with 3Files. The first file is Projects, which contains information on current and past projects. It has a Project ID for each project. The second is Personnel. It contains all the personnel working on either one project or several at the same time. Each personnel is assigned a Personnel ID. The third is Billing which shows all Bills on both projects and personnel, but each new record is based on the personnel. All the information for billing is collected back into a portal in Projects. I want to be able to collect all the data for a particual personnel and show all that info in the Projects portal, however, it is showing me several records for each personnel, not one. This is beacuase the relationship to the Bills file is based on the Project ID, and the same personnel can do several jobs on any given project. I'm not sure how to show only 1 portal row for each personnel.

I'm going to try putting in a .jpg of what it now looks like...

Project_Portal.jpg

As you hopefully can see, there two listings for Charles Newman Publications, not one.

Does anyone know how to do this properly?

Thanks,

Jeffrey Ellis

Posted

To show a summary by personnel ID for each project you will need to either 1) print this information as a report with subsummaries by Project and Personnel from the Billing file or 2) create a join file where there is a single record per project ID/personnel ID and display records from this file in a portal. -bd

This topic is 8637 days old. Please don't post here. Open a new topic instead.

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