Bekah Posted September 18, 2004 Posted September 18, 2004 Ok. Boss wants list (portal?) of activities assigned to staff. He wants each staff to see their own and he can see them all. I need to combine 'concentrate?" several value lists (I think) into a left multiline thing that will relate only to those Activities. Staff needs to be able to select with checkbox Activity Type (may choose several), Importance (3 options), Status (active or done). I don't know whether to try filtered portal (using calc or global?) or a find and report. They kinda like portals best but I don't know how to create this complex join. Oh. And he wants to have a From and To date and, if the To is blank, it show one day in the From; otherwise show the range. I have Staff table with StaffID, Account Name (and a gAccountName in preference file) and I have Activities table with ActivityID, StaffID, CustomerID, ActivityDate and all the other fields I mentioned above.. 7 can now relate on several things at once, so I thought of creating a global Activity Type, a global Importance ... etc (one for each) and joining on = Is this the way you would go? I thought of checkboxes but that would mean each Type and Importance and Status would have to create a separate key line for each combination (I think). I can't calculate it but it would be at least 20 different combinations I'd have to write using case or something into a calculation. Yikes! And I would need an 'All' checkbox on each one also (or maybe they can just click them all?). I have value lists for these now but they don't contain All. Or should I use Find to write the IDs to multi to produce the portal? Any pointers to just get me going in the right direction? Help please!
Bekah Posted September 18, 2004 Author Posted September 18, 2004 Ok. I can get globals to work if I only have one thing from each value list selected. I can even get one date to match but not any kind of range; nor can I get multiple checkbox selections from two globals. Since there are no suggestions I guess I'll make them do a find then just put those IDs found into a global as multiline. Maybe if I leave them on the portal and just freeze the whole thing then somehow refresh the view, they won't notice.
Recommended Posts
This topic is 7440 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 accountSign in
Already have an account? Sign in here.
Sign In Now