Hi all. I am trying to find records in a date range and exclude certain records from that find. I am unable to get the desired result from the following script steps, could anyone point me in the right direction please.

I am trying to find all records in the date range that have a value in the BankExpenditure and PettyCash field while excluding records that have a Type description of Transfer Receipt and where the Description_BankData field contains CostFranch as part of the description

 

# TEST - COST / EXPENSES FOR DATE RANGE

Go to Layout [ “Costs” (Costs) ; Animation: None ]

Enter Find Mode [ Pause: Off ]

Set Field [ Costs::DateStatement ; $DateReportStart & "..." & $DateReportEnd ]

Set Field [ Costs::Amount_BankExpenditure ; ">0" ]

New Record/Request

Set Field [ Costs::DateStatement ; $DateReportStart & "..." & $DateReportEnd ]

Set Field [ Costs::Amount_PettyCash ; ">0" ]

Perform Find []

Constrain Found Set []

Set Field [ Costs::DateStatement ; $DateReportStart & "..." & $DateReportEnd ]

Set Field [ Costs::Type ; "≠" & "Transfer Receipt" ]

Constrain Found Set []

Set Field [ Costs::DateStatement ; $DateReportStart & "..." & $DateReportEnd ]

Set Field [ Costs::Description_BankData ; "≠" & "*Costfranch*" ]

Sort Records [ Restore ; With dialog: Off ]

#

Set Variable [ $Path ; Value: Get (TemporaryPath) & "Expenses" & ".xlsx" ]

Export Records [ With dialog: Off ; Create folders: Off ; “$Path” ; Unicode (UTF-16) ]

#

Set Variable [ $AttachmentList ; Value: If ( IsEmpty ( $AttachmentList ) ; $Path ; $AttachmentList & "¶" & $Path) ]

 

 

You don't need to use Constrain Found Set[] to exclude specific records from being found. You just need to add an Omit request/s to your find.

Here is a simple example that finds records in the given date range but excludes records whose Type is "Transfer Receipt":

Set Variable [ $startDate ; Value: ... ]
Set Variable [ $endDate ; Value: ... ]
Enter Find Mode []
Go to Layout [ “Costs” ]
Set Field [ Costs::DateStatement ; $startDate & ".." & $endDate ]
New Record/Request
Set Field [ Costs::Type ; "Transfer Receipt" ]
Omit Record
Perform Find []

 

17 minutes ago, comment said:

You don't need to use Constrain Found Set[] to exclude specific records from being found. You just need to add an Omit request/s to your find.

Here is a simple example that finds records in the given date range but excludes records whose Type is "Transfer Receipt":

Set Variable [ $startDate ; Value: ... ]
Set Variable [ $endDate ; Value: ... ]
Enter Find Mode []
Go to Layout [ “Costs” ]
Set Field [ Costs::DateStatement ; $startDate & ".." & $endDate ]
New Record/Request
Set Field [ Costs::Type ; "Transfer Receipt" ]
Omit Record
Perform Find []

 

Thank you, so blasted simple