Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 8065 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • Newbies
Posted

I've searched everywhere and I just don't understand this.

This is what I want to accomplish:

I have a main DB that tracks jobs.

I have one field for project manager (project manager)

I have one field (due date)

I have one field that is a value list (open, in progress, done, hold)

I have other fields for job number, project lead, project description, etc.

I would like to have a Value List that shows:

Job number / Description

based on the job being 'overdue'

I would then like to further this list so I can select it to change based on the 'project manager'.

Any thoughts?

Thanks,

Rifleman

Posted

If you close and re-open your database each day (rather than leaving it open for long periods on FM Server) then you could consider using the Today function to generate stored calculation fields which will recalculate daily to flag which jobs are overdue for each project manager.

If you create a stored calculation along the lines of:

Case(DueDate < Today and JobStatus <> "done", JobNumber & Description)

then, create a self-join based which links the ProjectManager field to itself.

Finally, create a value list which uses values from the calculating field, based on the project manager self-join relationship (ie with the 'use only related values' option selected).

Then your value list will provide a daily updated summary of overdue jobs for each project manager.

This topic is 8065 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.