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Claris Engage 2025 - March 25-26 Austin Texas ×

Adding a set number of records to a portal


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Posted

Hi! I'm trying to develop a solution that will track work productivity. Our company tracks a certain fixed set of activities, which each employee must account for throughout the work day. Currently, when the activity has been completed, the employee makes a tally mark on a written shift report. At the end of the quarter, our supervisor counts the tallies for each activity and reports to headquarters. This is a total pain! Hence, the FMP solution... So far, I have set up the solution so that if the employee performs a certain activity, they click on the corresponding activity in a portal. This action activates a script trigger that adds a "1" to a numerical column next to it which can be tallied at the end of the month or quarter or whatever. I have it in a portal because I couldn't think of any other way to do this than to create a table of activities with each activity being a record. Then the parent file would consist of the employee's name and date with the portal containing the activity list. This way, when an employee logs in, a new record would be created daily with an automatically refreshed activity list. Here's where I'm stuck... : I need to get the portal to self populate with the fixed set of data from the activity table. I created a script that will go back and forth from the table and add the activity names in the portal rows, but I can't figure out how to make it stop when I've run out of activities. It keeps finding portal rows, and will repeatedly add the last activity to the portal. I've used Get (Found Count) before, but am unsure how to use it in this context. Maybe that isn't even the way to go here. Any ideas? I'm sure stumped! Thanks!

Posted

they click on the corresponding activity in a portal. This action activates a script trigger that adds a "1" to a numerical column next to it

For starters, this may not be the best method, as there is no trail and no way to correct yourself if you make a mistake.

Why not create a separate record for each click? This would be easy to do by the same script (e.g. get the action clicked, go to the log table, create a new record with current date, the clicked activity and the current account).

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P.S. A paragraph break once in a while would be nice... :

Posted

Sorry about the paragraphs. :

Would this continue in a portal then, or be something else? I think I may be in over my head on this one.

Thanks!

This topic is 5216 days old. Please don't post here. Open a new topic instead.

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