Create projects for a contact
Create a Projects table and link each project to its contact through a portal.
Read lesson 1 ↗FILESOFT ACADEMY / COURSE 4
Extend your contact and follow-up app with projects. Build clear relationships, choose records by name while storing IDs, and report meaningful progress.
Keep your contacts, notes, tasks and layout corrections. Each project belongs to one contact. Later lessons connect tasks to projects without silently moving existing work.
All six lessons are available here. Complete the final workflow checks before treating your working file as finished.
Create a Projects table and link each project to its contact through a portal.
Read lesson 1 ↗Add optional ProjectID, preserve unassigned tasks and match a project only when both project and contact keys agree.
Read lesson 2 ↗Select a project belonging to the current contact while storing its unique ID; distinguish duplicate project names.
Read lesson 3 ↗Open a project detail screen and work with its related tasks while retaining safe return paths.
Read lesson 4 ↗Show total, open and done task counts and handle projects with no tasks clearly.
Read lesson 5 ↗Produce the intended project report and verify ownership, counts, navigation and persistence end to end.
Read lesson 6 ↗