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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

We have our old database and our shiny new one.

 

I have exported the records to the new one no problem.

Both databases have a portal which is for notes.

 

I go to the portal layout on the old database and export all the records (notes)

I go to the portal layout on the new database and import all the records (notes)

 

The new database shows no notes on the records but they are in the portal layout.

 

What have I done wrong?

Posted

Portal layout? Not sure what you mean. If the portal is on a form view, what is the parent record? That key needs to be a foreign key in each child record (which is typically the table represented in the portal).

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