garrettks Posted December 18, 2001 Posted December 18, 2001 I haven't done this type of find before so I'm having some trouble. I want to be able to script a find to do a search by Cust ID#, that way when a customer calls and gives their ID#, I can just hit a button and find all of that customers previous calls by search for his/her ID#. Can anyone explain how to do this?
Thom Posted December 18, 2001 Posted December 18, 2001 I assume you're looking at the customer record, that you have a file of calls, and that the two are related by CustomerID through a relationship called Calls. Use a Go to Related Record[show,Calls] script step to find all the calls made by the current customer. If your situation is different, please provide some more details.
garrettks Posted December 18, 2001 Author Posted December 18, 2001 I only have one database, in it is a Cust ID# field, the customer ID# is generated from another program all together. When they call we ask for their Cust ID# first, then create a new record which includes their Cust ID# and their problem/etc. I just want to do a simple search... Example... Enter Find Mode (do I need to use restore?) (search for all records with Customer ID# _paste from current record_) Perform Find Thanks for your prompt reply, I hope this clarifies my situation... [ December 18, 2001: Message edited by: garrettks ]
Thom Posted December 18, 2001 Posted December 18, 2001 You can still use a relationship to find your records. Create a relationship from CustomerID to itself. Call it Customer. Use Go to Related Record[show,Customer] to find all records with the same CustomerID as the current record. If you want to use Perform Find, then you'll need a global field to get the ID from Browse mode to Find mode. Make the global the same type as the CustomerID field (ie, both number or both text). Here is a sample script: Set Field[_whichID,CustomerID] Enter Find Mode[] Set Field[CustomerID,_whichID] Perform Find[]
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