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Twist

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  1. Let me try and explain it this way , I ask when does your subscription run out: month-day-year. The range could be fairly different example 1; 3/30/2004 would be less than 3 months, example 2; 12/12/2005 is > 12 months. I need to take the result of my month/day/year and evaluate for time frames 0-3 months, 4-7 months, 7-12 months or > 12 months
  2. I have a situation where I need to combine 3 fields, day, month, and year. I 've created a calculation to do that, but now need to evaluate if the result is less than or equal 3 months/ equal to 4-7 months/ equal to 7-12 months or greater than 12 months. I have tried several different combinations of calculations, but am not having any success.
  3. Here is a scaled down version of the db, there may be some fields included that have no bearing on this. Thanks, Twist sampledb.zip
  4. I have db where the users have to choose from 15 fields, each a dept. (dept1, dept2,etc) for each record they choose a dept field, they also have to choose a corresponding field of which there are 9 choices. The records are related by company id. I am unable to combine these fields,dept and level, and have to keep them in their current format to match back to an existing solution. What i need to do is "score" the choices. The user must select 3 of 4 pre- determined depts for a company, and a level to match, as well as 4 more remaining choices. I need to summurize the choices for a company, to show that the required 3 of 4 are met, and 3 addtional, in order to close out the inquiry. I also need this to generate productivty reports. I know i could create one(or more) big ugly If statements, but would like to do it cleanly. Again, I cannot change the structure of the existing fields, but do have a related db that holds one record for each company. Thanks in advance, Twist
  5. I think my explanation may not be clear. Once the calculation proves true, i need it to find all related records for that company, and set a field called status "Complete". The calculation now sets the field in the CompanyInfo DB, which as I said earlier, holds one record per company. I need to update and close all of the contacts in the contact DB, which in some cases there are 80+ contacts. We had a similar function in our db's before but it would every once and a while set all records in the DB to "Complete".
  6. Thanks, I have that working but now need to take it step further. I need to update the related records to also be complete. Basically there may be multiple contacts for each company, so when i meet the above stated criteria, i then need to "status" the contact records for the company. i tried writing a script which copied the Company Id and then enter find mode, pasted the Company ID nd then performed a find for them, and set a field called Status to "Company Complete". The idea behind this is to remove these records from a calling queue. This way our staff no longer has to verify any more of those company's contacts. To explain in more detail, our staff is assigned a record set (the records are divided up into groups of 200 by a field that is set to a unique value to those records. They then choose a "status", i.e. New record, Voicemail, etc. Once a record is closed, it will not be in there found set. Often times, some but not all records will be closed, and the others will remain in their cue, but not needing to be called.
  7. I have a contact DB and a related DB that holds company specific data. Currently my company has a project in which we are verifying contact information on 500 hundred companies. Each company has multiple contacts. The main objective is to identify certain job functions (Director, manager level functions) What I need to do is after one of the staff has identified 3 out of 4 "Top" functions and any of the three remaining functions is set a "status" for the company as "complete". The related DB carries one record for each company so I'm thinking that I should be able to achieve what I'm after using it. Any suggestions would be greatly appreciated. Thanks
  8. For your further amusement: If( Timeframe_under30 = "X" and Purchasing20plus = "X" and Action_Rep_Lit = "X", "AA", If( Timeframe_under30 = "X" and Planning = "X" and Action_Rep_Lit = "X", "AA-", If( Timeframe_1to3mths = "X" and Purchasing20plus = "X" and Action_Rep_Lit = "X", "A", If( Timeframe_1to3mths = "X" and Planning = "X" and Action_Rep_Lit = "X", "A-", If( Timeframe_4to6mths = "X" and Purchasing20plus = "X" and Action_Rep_Lit = "X", "B", If( Timeframe_4to6mths = "X" and Planning = "X" and Action_Rep_Lit = "X", "B-", If( Timeframe_greater6mths = "X" and Purchasing20plus = "X" and Action_Rep_Lit = "X", "C", If( Timeframe_greater6mths = "X" and Planning = "X" and Action_Rep_Lit = "X", "C-", If( PurchasingLess20 = "X" and ActionC10_G9_E9a = "X", "Preferred Reseller", If( PurchasingLess20 = "X" and ActionC10_G9_E9b = "X" , "online purchase", "")))))))))) The second to last result "Preferred Reseller" can have 2 values. I need to alternate the values. So if the last time that this calculation resulted in preferred resellerA, the next time it needs to be preferrred resellerB. Am speaking in a language you can understand now?
  9. Thanks for all of your help. twist
  10. I need to produce a result, based on the last occurance of the same result. I have a calulation that based on different criteria, dispalys different results. One of those results needs to display a different result based on what occured the last time that it occurred was. So if it was result "a" than the next time it occurs, it needs to be "b". To further explain the calculation looks something like this - If(fieldvalue = "X" and fieldvalueB = "X", "AA", If(fieldvalueA= "X" and fieldvalueC ="X", "B" etc.. The last condition needs to show "C" the first time, and "D" the next time it occurs. I think i need to have a related DB hold the result, and have it check for the previous value when it occurs next.
  11. I am using FM6 as a call center application, and have one particular "screen" that calculates a lead type. I normally do this through conditional calculations i.e. If(some field = "X", "A",etc). What I am trying to do now is based on the calculation display a different result, depending on what the last record of equal value displayed. So if Record A equal "this", record F equals "that". To further explain, the client has directed us to refer those who purchase less than 20 items, should be referred to the clients preferred reseller, of which there are 2, alternating between them. There could be a gap between the "Reseller" leads.
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