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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi, I have a portal with 2 fields "Action" and "date" and this works fine.

The user enters "action" from a drop down list such as "Contacted buyer" or "sent email" then puts the date in the next field.

Underneath I have a notes field which is just a text box.

I would like the notes field to be inndividual to each row of the portal, so if you click on a port row it

shows the notes for that row, click on the next row it shows the notes for that row and so on but not in the portal itself,

in the notes field below it.

Can this be done?

Thanks

Posted

Yes, you will need a button in the portal that sets that row's ID into a field in the parent table. Let's call that field selectedRowID.

Then make a relationship: selectedRowID::childID. You will probably also want to add the parent ID to that relationship so it will only be valid on that parent record.

Put the note field from that relationship on the layout.

Posted

Hi, I have a portal with 2 fields "Action" and "date" and this works fine.

The user enters "action" from a drop down list such as "Contacted buyer" or "sent email" then puts the date in the next field.

Underneath I have a notes field which is just a text box.

I would like the notes field to be inndividual to each row of the portal, so if you click on a port row it

shows the notes for that row, click on the next row it shows the notes for that row and so on but not in the portal itself,

in the notes field below it.

Can this be done?

Thanks

Hi, when you say a "Button" do you mean make the portal field into a button?

Posted

I think you'll need a separate button since it sounds like you're using the portal fields for data entry.

This topic is 4951 days old. Please don't post here. Open a new topic instead.

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