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Hello everyone,
I currently have an application that is connected to a Dataverse table called 'Clients'. Within this application, I can perform the usual operations such as creating, modifying, and deleting records.
Now, I want to create a new page specifically for client visits and I need some assistance in determining the best approach for this. The main idea is to have a simple way to add a client's name and log their visit with the date and time.
Here are a few requirements for the page:
1. It should be able to recognize whether a client is already in the database or not.
2. After submitting the form with the client's name, I need a way to check if I have already seen the client this week. In other words, an error should appear if the same client visits twice in the same week.
Should I create a new database to log visits? And if so, how can I verify clients?
Ultimately, I plan to have the clients check themselves in on a tablet without my interaction. Any help or suggestions at this planning stage would be greatly appreciated.
Thank you.
Hi,
You could add a new table in Dataverse named "Visits" for example, then add a lookup column on that table that point to your client table, in addition to other relevant columns you may want on the visitors table.
That's a good baseline for your planned app logic.
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