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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a DB and I want to create a notes portal that will appear in all records in the DB. These notes are not specific to any record in the DB.

Posted

Create a child file to store your notes (1 note per record in the child). Then have a show-all key field (auto enter"1" or "A" etc) in both your parent and child files so that no matter what record you are in in the parent file, you will see all the notes. You will need to consider giving users the ability to create/delete portal records when you define the relationship, and probably sort the relationship by date of the note - descending - so the most recent note is at the top of the portal.

Posted

A field with a value in it which is constant for all records, so that if you use it as the key field in a relationship it will "Show All" the records, because the match is universal. You can put pretty much anything in it. I normally use a "A" and have the field auto enter this value whenever a new record is created.

(There's probably some techo computer-science name for it too)

This topic is 8215 days old. Please don't post here. Open a new topic instead.

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