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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Help!

I am trying to create a simple script that allows the user, at a click of a button, to limit the number of records in the found set based on the status of each record. (The status options are "New Lead", "Old Lead", "Dead Deal", etc.)

The global field for this is a checkbox, allowing the user to choose as many different types of records as they want.

In trying to solve the problem, I set up two text fields. One again is Global (called "gStatus_Choices"), described above, and is the other is called "Record_Status".

I then created a Perform Find request and selected the Specify Find Request feature, where I created my search criteria formula.

The search criteria I created is simply "Main::Record_Status = Main::gStatus_Choices"

The result I get, however, is always no records found.

What am I doing wrong?

Posted

If two options are selected in gStatus_Choices, then you are trying to find records where Record_Status equals

Choice1

Choice2

which, of course, would produce no results. Instead, create a relationship from gStatus_Choices to Record_Status. Then use a button attached to a Go to Related Record [show only related; "gStatus_to_Record_Status_relationship"; using Current Layout] step.

Since you are on Windows, you could also format gStatus_Choices as a button, attached to a script to

Allow User Abort [Off]

Go to Field [gStatus_Choices]

Pause/Resume Script [0]

If [not IsEmpty(gStatus_Choices)]

Go to Related Record [show only related; "gStatus_to_Record_Status_relationship"; using Current Layout]

End If

and disable access to the field in all modes, so that it cannot be 'tabbed' into.

This topic is 7064 days old. Please don't post here. Open a new topic instead.

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