Scott Lyle Raymond

I tried creating a new Sales table occurrence with the relationship "CreatedDate" > "CampaignStartDate," but the relationship alone doesn't seem to apply the filter. As a novice, started getting lost at that point.

I'm developing a tool for my staff which, let's say for the sake of this discussion, tracks sales per employee department (front of house, B2B, manager, etc.) Currently, I have a report that displays a simple, short list that looks something like: Front of House 217 B2B 198 Manager 72 (etc.) This report contains two fields. Let's call them: Employee::Role (from related table) z_Count (from main sales table) What I want is another report identical to this one, but it only totals results from the main table where the SalesDate is greater than a specified date (this is a static date, so the end user need not edit it). How can I get started with this? Bonus points if I can do it without a report layout, but rather place fields representing only two of the employee departments and their corresponding sales count on the "front page" layout which is based on the main sales table. I'm trying to track sales count for only two departments during a promotional period.

Because the field exists for the sole purpose of having one notes text box on the dashboard of my UI, for employees to jot down temporary notices to each other.

I created a global "Notes" field, but when edited from either the iPad or the host machine, the contents don't sync over the network. In all other ways, my app is functional. Surely there's a pretty straightforward answer? EDIT: A little research has revealed that global contents are specific to single user's session. So now the question is how to make a global note sync across all devices. My guess is to create a table with one field, "Notes," and relate it to the table in my Dashboard layout containing the text box.

Wow, I had no idea FM could parse lists like that! Thanks.

I have a report. One of the fields in this report is EmployeeName, which is auto-populated by the system which generates the report. This field contains user IDs pulled from employee accounts on other in-house systems. There may be some variety. For example, John Doe might sometimes appear in the report as "John Doe," and at other times "JD.." or "jdoe001". I need a means of maintaining a list of employee names and their various aliases. I suspect a table is more appropriate than a list. This table would contain two fields: EmployeeName and __kp_Alias. Then I need a script that will systematically check the contents of EmployeeName in all records, and substitute aliases with actual employee names. I am relatively new to FM, enough that I have built a few simple scripts, but I have no idea where to begin with this challenge. Can someone point me in the right direction?