# One client with mutiple relations

**URL:** <https://community.glideapps.com/t/one-client-with-mutiple-relations/78464>\
**Category:** Ask for Help\
**Created:** [December 9, 2024, 10:51am UTC](https://community.glideapps.com/t/one-client-with-mutiple-relations/78464 "2024-12-09T10:51:15Z")\
**Posts on this page:** 7\
**Page:** 1

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**Author:** ![Estrelas\_da\_Diversao](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/estrelas_da_diversao/32/82920_2.png) [@Estrelas\_da\_Diversao](https://community.glideapps.com/u/Estrelas_da_Diversao)\
**Post date:** [December 9, 2024, 10:51am UTC](https://community.glideapps.com/t/one-client-with-mutiple-relations/78464/1 "2024-12-09T10:51:15Z")

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Hello, im currently trying to figure a way to have a client related to different sales visits, here is some context:

I’m currently on real estate business, and, i need to visit some houses with a client.  
I usually make more than 1 visit (multiple houses) with each client.

I want to add a new visit log but to assign it to this expecific client.  
As so: Mr x, visited:  
House 1 on date YY/MM/DD (this should appear as a list on this client only)  
House 2 etc…

Please consider that this client is already inside a list of different types of clients

Im trying to make a way that i can press a button and automatically pre set a message, but, relations, for some reason, will select the phone number as //

I’m pretty sure this is simple to do but my brain is not functioning today, thank you for the help

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**Author:** ![Darren\_Murphy](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/darren_murphy/32/47326_2.png) [@Darren\_Murphy](https://community.glideapps.com/u/Darren_Murphy)\
**Post date:** [December 9, 2024, 11:11am UTC](https://community.glideapps.com/t/one-client-with-mutiple-relations/78464/2 "2024-12-09T11:11:36Z")

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There are several ways to approach this, here is one way:

- Firstly, make sure both your Clients and Properties tables have a RowID column
- Next, create a Visits table. This table needs at least 3 columns:  
– Date (of the visit)  
– PropertyID (RowID from Properties table)  
– ClientID (RowID from Clients table)
- On your Property details screen, add an “Add Visit” button. This button should open a Form screen, with the Visits table as the target.  
– Add a choice component to the form, that uses your Clients table as the source. Set RowID as the `value`, and Client Name as the `Display as`  
– Add a column value that uses the RowID of the current property and writes to the PropertyID in the Visits table  
– Add the special “Current Date/Time” column value, that writes to the Date column.

Now, when you visit a Property with a Client, navigate to the Property details screen, open the Form, select the Client, and submit.

- To get a list of Clients that have visited any given Property, add a Collection to the Property details screen, set the Visits table as the source, and filter by “PropertyID is Screen-\>RowID”
- To get a list of Properties that any given client has visited, do the same with the Client details screen, but change the filter to “ClientID is Screen-\>RowID”

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**Author:** ![Estrelas\_da\_Diversao](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/estrelas_da_diversao/32/82920_2.png) [@Estrelas\_da\_Diversao](https://community.glideapps.com/u/Estrelas_da_Diversao)\
**Post date:** [December 9, 2024, 11:45am UTC](https://community.glideapps.com/t/one-client-with-mutiple-relations/78464/3 "2024-12-09T11:45:55Z")

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Thank you for your fast reply.

This would work if i were to select visits that were already done, but, i want to schedule the visit and after this send a message to the client with the data.

this message would be like:  
Hello Mr. X  
we will visit this location (Location from data), on this date (date from data).

This are the problems i found:

- If i already created a client, after adding a new propriety i cant find a way to select the id from it to send (i mean, select the client and after select the house i want to show to set the phone menssage)
- if i bypass this using a relation between client and propriety, when the menssage is automatically written, when connecting to the phone, the number will appear as // and the location and date will not show up.

I already did this to send another type of message but only with info written for one time use, this ones works perfect because it doesnt need any relation Client/Propriety

Edit: forgot to mention that i tried to use multiple tabs and only tab to try to bypass the // number

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**Author:** ![ThinhDinh](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/thinhdinh/32/49_2.png) [@ThinhDinh](https://community.glideapps.com/u/ThinhDinh)\
**Post date:** [December 9, 2024, 12:10pm UTC](https://community.glideapps.com/t/one-client-with-mutiple-relations/78464/4 "2024-12-09T12:10:02Z")

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> [@Estrelas\_da\_Diversao](#):
>
> If i already created a client, after adding a new propriety i cant find a way to select the id from it to send (i mean, select the client and after select the house i want to show to set the phone menssage)

I don’t understand this. Wouldn’t the choice component work for this?

Can you show us how you’re structuring your data?

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**Author:** ![Estrelas\_da\_Diversao](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/estrelas_da_diversao/32/82920_2.png) [@Estrelas\_da\_Diversao](https://community.glideapps.com/u/Estrelas_da_Diversao)\
**Post date:** [December 9, 2024, 12:36pm UTC](https://community.glideapps.com/t/one-client-with-mutiple-relations/78464/5 "2024-12-09T12:36:12Z")

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It would if the “choice” didnt always need to write on your sheet, if it was really only a choice

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**Author:** ![ThinhDinh](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/thinhdinh/32/49_2.png) [@ThinhDinh](https://community.glideapps.com/u/ThinhDinh)\
**Post date:** [December 9, 2024, 12:37pm UTC](https://community.glideapps.com/t/one-client-with-mutiple-relations/78464/6 "2024-12-09T12:37:31Z")

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Why does it writing on your data being a problem?

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<div class="post-metadata">

**Author:** ![Estrelas\_da\_Diversao](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/estrelas_da_diversao/32/82920_2.png) [@Estrelas\_da\_Diversao](https://community.glideapps.com/u/Estrelas_da_Diversao)\
**Post date:** [December 9, 2024, 12:48pm UTC](https://community.glideapps.com/t/one-client-with-mutiple-relations/78464/7 "2024-12-09T12:48:47Z")

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Im not sharing a picture with the data because its a very long sheet (about 40+ info topics) and its written in portuguese

A choice would make a new row in a sheet, not a thing i would need. I would only need to select the client and/or the location. I understand what youre trying to say, but by crating a new row or sheet i would need a relation beteween both, and would do what i need, until the phone message. Any relation/lookup info is red as blank.
