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Creating a report that prompts for a date range


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Posted

I'm trying to create a report that will prompt the user to enter a date range, but will already have certain criteria checked off that it needs to include in

the results.

Here's an example of the fields:

[Date In] - This is where the date range can be entered for lookup

[Rush] - This is a checkbox that will have already been checked before the user enters the dates

[stage]- This is a drop down list of items and "Hotslip" is the one to be used as part of the results.

Now I know you can just go into Find Mode and make these choices yourself, but is there a way to automate it where "Rush" will already be checked and "Hotslip" will already be chosen so that when the user presses the report button, heshe will only need to enter the date range for results?

Posted

I'm trying to create a report that will prompt the user to enter a date range, but will already have certain criteria checked off that it needs to include in

the results.

Here's an example of the fields:

[Date In] - This is where the date range can be entered for lookup

[Rush] - This is a checkbox that will have already been checked before the user enters the dates

[stage]- This is a drop down list of items and "Hotslip" is the one to be used as part of the results.

Now I know you can just go into Find Mode and make these choices yourself, but is there a way to automate it where "Rush" will already be checked and "Hotslip" will already be chosen so that when the user presses the report button, heshe will only need to enter the date range for results?

Posted

I'm trying to create a report that will prompt the user to enter a date range, but will already have certain criteria checked off that it needs to include in

the results.

Here's an example of the fields:

[Date In] - This is where the date range can be entered for lookup

[Rush] - This is a checkbox that will have already been checked before the user enters the dates

[stage]- This is a drop down list of items and "Hotslip" is the one to be used as part of the results.

Now I know you can just go into Find Mode and make these choices yourself, but is there a way to automate it where "Rush" will already be checked and "Hotslip" will already be chosen so that when the user presses the report button, heshe will only need to enter the date range for results?

Posted

Have a script perform a find for Rush & Hotslip then use the Modify Last Find Script step. File attached if your still not sure.

Posted

Have a script perform a find for Rush & Hotslip then use the Modify Last Find Script step. File attached if your still not sure.

Posted

Thanks journeyman. I'll take a look at the attachment and let you know. Sorry for the delayed response. Didn't realize my post was moved.

I noticed this is a FM7 file. Would be possible to make it an FM6 file? Currently running 6. Thanks so much

Posted

Thanks journeyman. I'll take a look at the attachment and let you know. Sorry for the delayed response. Didn't realize my post was moved.

I noticed this is a FM7 file. Would be possible to make it an FM6 file? Currently running 6. Thanks so much

Posted

Thanks journeyman. I'll take a look at the attachment and let you know. Sorry for the delayed response. Didn't realize my post was moved.

I noticed this is a FM7 file. Would be possible to make it an FM6 file? Currently running 6. Thanks so much

Posted

It looks like in FM7 they've modified the Find Requests where you can actually specify what you want it to do instead doing a find and then using it in the script. A lot different then how it's done in 5. How would I apply that Find Records Range criteria to a FM5 request?

Thanks!

Posted

It looks like in FM7 they've modified the Find Requests where you can actually specify what you want it to do instead doing a find and then using it in the script. A lot different then how it's done in 5. How would I apply that Find Records Range criteria to a FM5 request?

Thanks!

Posted

It looks like in FM7 they've modified the Find Requests where you can actually specify what you want it to do instead doing a find and then using it in the script. A lot different then how it's done in 5. How would I apply that Find Records Range criteria to a FM5 request?

Thanks!

Posted

Try the following:

Enter Browse Mode

Find All

Enter Find Mode

Set Field[Rush, Y]

Set Field[stage, Hotslip]

Go to Field[DateEntered]

Posted

Try the following:

Enter Browse Mode

Find All

Enter Find Mode

Set Field[Rush, Y]

Set Field[stage, Hotslip]

Go to Field[DateEntered]

Posted

Try the following:

Enter Browse Mode

Find All

Enter Find Mode

Set Field[Rush, Y]

Set Field[stage, Hotslip]

Go to Field[DateEntered]

Posted

Note that the Find All (or Show All Records) step is not necessary before entering Find Mode.

Posted

Note that the Find All (or Show All Records) step is not necessary before entering Find Mode.

Posted

Note that the Find All (or Show All Records) step is not necessary before entering Find Mode.

Posted

That worked...to a degree. It will find records if its both a Hotslip and a Rush, but what if it's just a Hotslip or if it's just a Rush. How would I insert an "OR" statement in there? Not sure how to word the syntax in a calculation. Thanks for all your help so far!!

Posted

That worked...to a degree. It will find records if its both a Hotslip and a Rush, but what if it's just a Hotslip or if it's just a Rush. How would I insert an "OR" statement in there? Not sure how to word the syntax in a calculation. Thanks for all your help so far!!

Posted

That worked...to a degree. It will find records if its both a Hotslip and a Rush, but what if it's just a Hotslip or if it's just a Rush. How would I insert an "OR" statement in there? Not sure how to word the syntax in a calculation. Thanks for all your help so far!!

Posted

IF version 6 includes the Expand Found Set script step use that, search for Rush first than expand to include Hotslip. Otherwise you could define a calculation field... If(Rush = "Y" or Stage = "Hotslip"; "Y"; ""). Then when you run your Date Range Script use Set Field [your calc field, Y].

Posted

IF version 6 includes the Expand Found Set script step use that, search for Rush first than expand to include Hotslip. Otherwise you could define a calculation field... If(Rush = "Y" or Stage = "Hotslip"; "Y"; ""). Then when you run your Date Range Script use Set Field [your calc field, Y].

Posted

IF version 6 includes the Expand Found Set script step use that, search for Rush first than expand to include Hotslip. Otherwise you could define a calculation field... If(Rush = "Y" or Stage = "Hotslip"; "Y"; ""). Then when you run your Date Range Script use Set Field [your calc field, Y].

Posted

I wanted to try something a little different, I'm letting it count the Hotslips on the report layout while setting the "Rush Creative" field to "Rush" in the script. But here's the problem (and I'm sure it's in the layout of the script), when I go to run the script and enter a date range, it doesn't even process it. I get the entire recordset in my results. What is wrong with the script? I have modified it a bunch of ways and nothing seems to correct that 1 annoying issue. An image of the script is attached.

Thanks.

Posted

I wanted to try something a little different, I'm letting it count the Hotslips on the report layout while setting the "Rush Creative" field to "Rush" in the script. But here's the problem (and I'm sure it's in the layout of the script), when I go to run the script and enter a date range, it doesn't even process it. I get the entire recordset in my results. What is wrong with the script? I have modified it a bunch of ways and nothing seems to correct that 1 annoying issue. An image of the script is attached.

Thanks.

Posted

I wanted to try something a little different, I'm letting it count the Hotslips on the report layout while setting the "Rush Creative" field to "Rush" in the script. But here's the problem (and I'm sure it's in the layout of the script), when I go to run the script and enter a date range, it doesn't even process it. I get the entire recordset in my results. What is wrong with the script? I have modified it a bunch of ways and nothing seems to correct that 1 annoying issue. An image of the script is attached.

Thanks.

Picture1.jpg

Posted

I figured out a better way to design the script. Here's how it looks:

(The image file is attached - wasn't sure how to get it display directly in the message box).

This "Rush Creative" field is attached to a Value List with values "Rush" & "Creative". The field on the layout is displayed as checkboxes so there are 2 choices for the user. BUT...both checkboxes could be selected which would then result in 2 values being selected for that field, with only 1 value being displayed in say a columnar report view.

If I were to create another report where I didn't want to initially set the field to "Rush" or "Creative" in a Find Request because there are other values being counted that may not have either of those checked, but still needed to count the values at the end...how would I do it?

Since a multi-checkbox field only stores the 1st value selected, is there a way to make it count values when both boxes are checked?

I can count just "Rush" and I can count just "Creative", but if both are checked it won't count using an "and" operator because there is only the 1 value being stored.

Would I have to split the field up into 2 seperate fields or can the count be done? Someone please help. sorry for the long winded post.

Posted

I figured out a better way to design the script. Here's how it looks:

(The image file is attached - wasn't sure how to get it display directly in the message box).

This "Rush Creative" field is attached to a Value List with values "Rush" & "Creative". The field on the layout is displayed as checkboxes so there are 2 choices for the user. BUT...both checkboxes could be selected which would then result in 2 values being selected for that field, with only 1 value being displayed in say a columnar report view.

If I were to create another report where I didn't want to initially set the field to "Rush" or "Creative" in a Find Request because there are other values being counted that may not have either of those checked, but still needed to count the values at the end...how would I do it?

Since a multi-checkbox field only stores the 1st value selected, is there a way to make it count values when both boxes are checked?

I can count just "Rush" and I can count just "Creative", but if both are checked it won't count using an "and" operator because there is only the 1 value being stored.

Would I have to split the field up into 2 seperate fields or can the count be done? Someone please help. sorry for the long winded post.

This topic is 7187 days old. Please don't post here. Open a new topic instead.

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