Hi all,

I own a video company and am working to improve my bid generation processes. Each bid is unique and I need to quickly and easily create a cost estimate document that is also unique. I have a master list of hundreds of billable items that could relate to any video project.

I don't want to give my client a list of hundreds of items (some of the checked) that have nothing to do with their project, I only want to provide them with a bid that has their job specific line items.

The question is, is there any way that I can put a checkmark next to various line items that will allow a dynamic report of ONLY the items that I have checked?

I hope I am clear with this question.

Thanks a bunch.

I'm not fully understanding...

You have a "Bids" database and a "Items" database. "Items" is analogous to "Products".

Now... is there a separate line items database for the Bids database? If not, it sounds like you need one. Your line items will contain an "Item Code" and a number of lookup fields (such as Description, Price, Quantity, etc.) from the "Items" database. They will be viewed through the Bids database.

Does that help?

If your bids are categorized with a value list (or checkbox), this would generate a Multi-key.

If your "search layout" use a global field, you could create a relationship from this global to the multikey and call a go to related records script.