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Claris Engage 2025 - March 25-26 Austin Texas ×

Trying to set up activity for workorder


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Posted

Can someone assist me with this can't seem to do a simple portal set-up.

I want to setup a portal for all activities associated with a work order. When i creat a portal in the workorder based on activty I simply

don't see anything.

Pic attached.

The fields I have is:

activity_id>>joined to workorder (activity_id)

activity_date(timestamp)

activity_note

Thanks again.

activity.JPG

Posted

The relationship appears to be backwards. Since the foriegn key "activity_id" is in Work Orders, that would imply that one activity can have many work orders, not the other way 'round. If one work order has many activities, I'd expect to see a work order id in the activity.

That aside, if activity_id activities matches activity_id in work orders, I'd expect the portal to work, even if it only showed one activity. Have you checked that both "activity_id" fields are the same type (number, text, etc.)? How are the id's being set in each file? Are you allowing creation on one or both sides of the relationship?

Posted

I want to setup a portal for all activities associated with a work order.

If one work order can have many activities, then the relationship should be:

WorkOrders::WorkOrderID = Activities::WorkOrderID

IOW, it is the role of the child to remember who its parent is.

Posted

Hello and thanks for the suggestions I got everything working...of course i now have another

question.

I have 2 very simple portals set up in my work order form.

First portal is for: Tasks

Second portal is for: Activity

All i am trying to do is keep these logs about a workorder.

Each portal includes three fields

1. ID field to join to workorder

2. DATE (which I set to timestamp)

3. NOTE (field a text)

When I enter data in the note field in task portal it functions correctly in entering the

creation timestamp in the task_date but at the

same time it enters the timestamp in the activity_date as well which is in a seperate portal.

Do I need to readjust something here. Help.

Jay.

This topic is 5141 days old. Please don't post here. Open a new topic instead.

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