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Claris Engage 2025 - March 25-26 Austin Texas ×

users save found sets without using scriptmaker?


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Posted

I was wondering if there is a way to have users save their own founds sets without using scriptmaker? Each found set will then get saved to a separate record. I have seen examples where you can use "copy all records" to a serial number field but this is capturing records not the actual find criteria. I don't want static found sets. Under this example method, if a user saves all 12th graders, then any new 12th grader that gets added after the found set was created will not be included. Is there a way to capture the find criteria and save it to a record so that the found sets can be dynamic? (using Dev 7)

Any help would be appreciated!

Posted

You might try setting up a table for users in which to store their find requests; so you'd have the fields "UserID," "Grade," "Period." A user could enter grade=12 and period=1 into his or her unique record, click a script, and have the actual find fields (not the user's customized fields) populated from those.

HTH,

Jerry

Posted

I have thought about that approach...possibly even creating a "find" screen so that I could capture the information. One problem that I have is that there are several different departments finding everything from soup to nuts, many times finding weird complex find criteria for specific mailings, etc. It would be difficult to capture the fields that are needed for doing finds on such a broad spectrum of needs. I was wondering if there was possibly a way that I could just capture their find criteria (through a parameter or custom function or plugin??). (I have users that do finds with 10-12 requests!) You never know when you might want to invite just the blue eyed hockey players who not only are alumni but also parents who gave to the annual fund in 1975 but not in 2004 back for a reception on campus. (I'm just kidding, but only partly:) Can you think of any other ways to capture find criteria?

This topic is 7260 days old. Please don't post here. Open a new topic instead.

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