AnsweredAssumed Answered

Adding new records to one client

Question asked by lennyb on Apr 13, 2017
Latest reply on Apr 13, 2017 by philmodjunk

Hi l am new on the forum and am using FMP 14 advanced. I am trying to create a register to track client follow ups. I have 4 tables: Clients, FollowUps, Initial Assessment and Joint_Client_Follow.

The idea is when new client comes: name is added with other details and an initial assessment done. On next visit the same client will be seen but as a follow up now.

I have a layout based on the clients with a follow up portal.

l want to be able to search client and then enter follow up information under that. I want to use one portal row such that when l press a button (new follow up) after searching and finding client, the portal row is empty and ready to accept new information. My problem is on the script of the button. Thank you all in advance.