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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a large database that I would like to 'add' data to, not update by replacing. Most of the data will remain the same except for a few fields if a change has happened since the data was originally entered. And these fields again would be updated in a year or two's time, and I would like to be aware of the change in data.

Thanks for your help

Posted

the import dialog lets you choose whether to add records or update them. this may be all you need.

stefan

  • 1 month later...
Posted (edited)

For example, I update a record that I have had in my existing database for 5 years. That person has since moved, and there is a new owner, but I want to know that there was a change in ownership, and when it happened.

I should add that I can't do it manually due to the volume of data.

Edited by monsnow
Posted

Here's how I'd approach this...any fields that might change (new data arrives via import) are in a child table. The parent record can either display the last related record or a portal of all the children.

To be aware of changes, I'd script the import. Import to a temp table and then use a script to set the fields in the proper child tables. As you create new child records, write an activity record (an audit log). Then, the admin could simply review the audit log to see what recs have new child data.

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