Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

Show notes for portal row in separate field


This topic is 4391 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

Hi all,I am struggling to find a means of showing the notes against a particular portal record by scripting the field to show in a related table when a portal record is selected.

Affected Tables

Installations Table

Client Table

Notes Data table

Relationship that joins these tables is Client_No

While in the Installation Table, (Installations Contact layout), I want to create a note in a portal from the Notes Data table which dates the note and have a separate Notes Field at the side of the portal into which the notes are entered for the selected portal row. I then want to have the note relevant to the portal row displayed when a button is selected in the desired Portal Row.

Any help would be appreciated.

 

The attached file only has some fields and dummy data, the file is not scripted yet. It is unlocked

Posted

Like so?

Exactly like so,

Thank you. I was missing the script parameter. Your assistance is appreciated

This topic is 4391 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.