BTW - this table would be a table on a separate layout for each customer record, simply showing a list of activities undertaken for them so will have date and type from a drop down list but then fields to write custom info showing what was done on that particular date. I only need to sort by date.
Please look up "portal" in Filemaker help to learn more about this method:
Define a related table linked to your customer table like this:
Customers::__pk_CustomerID = Activities::_fk_CustomerID
__pkCustomerID should be an auto-entered serial number. If you do not already have this type of field and you already have customer records, use Replace Field Contents on this serial number field to give all your existing records a serial number and update entry options at the same time.
Enable "allow creation of records via this relationship" for Activities.
Now you can use the portal tool to place a portal to Activities on your customers layout. In portal set up you can specify a sort order to keep the records in this portal sorted by date. The "allow creation..." option enables you to create new releated records directly in this portal by entering data in to the fields of a blank row.
Thanks for your input but I am creating a new layout merely tagging it to a customer name, then I want to create a list of activities and I just don't understand the above.....
What I describe is exactly for that purpose. You'd use Manage | Database | table to create your new table and the relationship tab to link it to your existing customer table. Please look up "Portal" in FileMaker help.
Not sure what you mean by "tagging it to a customer name". I'm referring to a table of customers with one record for each customer so that I can perform a find or scroll through my records to find a specific customer. Then I can use the portal to view and edit their activities.
OK thanks, I will go through that and see what I can manage!
This is a little example I made a little while ago for someone.
It shows the simple structure of having recored with related records in a portal.
In this example you have clients and a listing of the clients family in a portal.
Maybe you could look at it to see how that's done.
For your situation just imagine that the family is actually "Activities"
If you need any more help, just let us know.
Thank you for that - I have been looking at your sample so will carry on and see how I get on - much appreciated!