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Claris Engage 2025 - March 25-26 Austin Texas ×

portal records missing, please help


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Posted

Hello all,

 

i had build a database for one of my sales reps. im testing the database just with him. 

the database is on his laptop , not server hosted. 

basically the database has one portal where the sales rep put the items the customer is ordering, then when he sends to print the purchase order the database sends an email (client email) with a pdf attached.

 

now he is telling me that some records has no items on the portal ( not all of records) , but the record is in there with the customer name date of creation and everything except the portal records( empty portal). 

the strange thing is that the pdf i got from him of all purchase orders are perfect , all records with the portal info.

 

I also disable to delete portal records.

what could be the problem of loosing the portals data? is he doing something wrong? what can i do to fix this issue, 

 

Thank you!

 

Posted

What is the field you used as the unique key? 

 

You should create a field  called UID or ID and use the Get (UUID) Function as auto entered 

DO NOT PUT THIS FIELD on the layout as the end user should never edit it

 

then use this field as the basis for the relationship.

 

I suspect that there was some other field use as the match field ( Customer Name ? ) or something that the user has ability to change

doing so will orphan the portals (making it empty ) however the records may still remain in the child table.

Posted

Hello, 

 

thanks for  your response. 

 

my unique id is the purchase order number ( PO_id ) and is locate in the layout but its disable for modification because on the field entry i unchecked the browse mode.

 

i want to ask you if closing the database incorrectly ( maybe low battery and the laptop turns off ) could be the cause of some data loss? 

the portal data we loss does not appear on the table line records,  its like he never typed. estrange.

but i know he typed because i got on my email the purchase orders on PDF. 

Posted

Maybe he can modify the PO_id on a different layout? Go to a layout that displays the child table records and you might find the records are still there.

This topic is 4109 days old. Please don't post here. Open a new topic instead.

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