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Auto fill field with data from same field from most recent (date/time) preceding record

Question asked by jnew on May 7, 2009
Latest reply on May 7, 2009 by philmodjunk

Title

Auto fill field with data from same field from most recent (date/time) preceding record

Post

Hi everyone,

 

Sorry, I'm not sure if the subject makes sense...  Let me try to explain a little better.  We have a client database where we create a new record -- "activity notes" -- for each client when we do some activity on their behalf.  Each activity has a date and time.  And on each client's page we see a portal list of these records (activity notes) sorted by date and time.  When we create a new activity record, it would be great if certain fields were automatically filled with the data from the last activity record; by "last record," I mean what was the most recent, date/time-wise, activity record for that client, before creating this new record.  Does that make sense? 

 

Thanks so much in advance!

Jesse

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