Multiple Document Storage
I have lots of clients and for each client I have information on, I also have documents that I need to store for each one. What I would like to be able to do is store multiple documents for for each one of my clients without adding multiple container fields. Can anyone help me with this?
Create a table called documents. It should have a primary key (ID) and a foreign key to store the ClientID. It should alos have a container field.
Then create a relationship from the ClientID from the Client table to the clientID in the documents table.
You can use a portal to display the related documents on the client layout if you wish. You can also turn on allow creation of record inyour relationship on the document side if you wish to add the documents through the portal directly.
Create a table called documents. It should have a primary key (ID) and a foreign key to store the ClientID. It should alos have a container field.
Then create a relationship from the ClientID from the Client table to the clientID in the documents table.
You can use a portal to display the related documents on the client layout if you wish. You can also turn on allow creation of record inyour relationship on the document side if you wish to add the documents through the portal directly.