Data from previous related record

[MarkCX]

Not sure if this is the right place. If not please point me in the right direction, I'm new here.

 

I'm creating a database to record details of sessions with a client.

 

After each session, I record several different types of notes & other information stored in one session record. I also store 'notes for next time'.

 

What I am trying to to do is get these 'notes for next time' to appear in a layout when I create a new session record. I just can't figure out how to do it.

 

I would be grateful for any suggestions. Is a portal even the right way to go about it?

[Ocean West]

Welcome to the forums.

 

 

client ----< session ----< notes

 

i would imagine that notes would be its own table - this way you can have unlimited notes on a session each note can be tagged or flagged "For Next Time" then when

you create a new session you can FILTER a portal on your session table to limit them by date range and only flagged. 

 

A session is an event date perhaps a meeting etc you can have some attribute fields included - but ideally all your "notes" should be in a child table. This way each

note could have an action or assignment associated with it - each note is timestamped, you can even have a TYPE field on the notes so you can filter notes by type.

 

hope this helps.

[milanm]

There are several ways to do this, depends what exactly do you want. If you need

keep this info only for the actual user session, it would be enough to create a field to hold "latest records" than make a variable with the value of that field and paste it into the new record.

If you need to use this field for the next session, however, you will have to make a table to hold this text, make a general relation, so this table is related to all the records in the main table ( you need to have one universal key in the main table, some put the famous "constant1" some put "Yes_g" and than set the child key in the latest text table to the same value). Now you could use this one record in this table to store the text there and do with it what you want, either open it on a layout so you could see it for every new record, or create a separate field in the main table where you could paste this text every time you create a new record, so to keep it as a unique reference of what was it when each particular record was created.