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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have records with the field "Call Back Dates" that has the date when I should call the person back.

I would like to find all the records that need to be called back in the current week.

Can you suggest how to construct a script that would take a date (Current date or entered date) and display all the records that should be called in the week containing that date?

For exmaple, if I were to enter 6/22/04 or 6/23/04, it would display all records that need to be called from 6/21/04 to 6/27/04.

Is there a way to display records for that week AND the dates before? (In case I missed calling someone last week)?

Thank you!

Posted

Why not have a global field defined as date, auto-enter calc (replace current contents) such that no matter what date you type in, FM replaces it with its upcoming Friday:

CheckDate+(7-(DayOfWeek (CheckDate+1 )))

Now, make a relationship between this global field and any CallBackDate that's equal or less than it. (Nice new feature of FM7!)

I take it you either change the CallBackDate or have some way of checking it off if the call was already made?

Posted

Oops -- there's more to your request: then set up a script that "goes to related records" across this global-to-callback relation, and attach it to a button next to your global check-date field. You may also want a portal on that relation, for very quick scans!

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