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Claris Engage 2025 - March 25-26 Austin Texas ×

Use a change in a field to initiate actions


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Posted

I have two layouts one which I want to use to assign projects to operators. I have set the operator layout so it goes to a new record when it is called. When I select the operator I want it to open a seperate layout that will show all the projects assigned to that operator. Obviously I don't want to duplicate assignments , it would be even more useful if I could figure out how to check a selected assignment against what was already assigned. Essentailly what I need is some form of control for when a field changes but I have not been able to find that so far. I am of course a total newbie I am trying to switch from Access to FM. Used to wrting in VBA but scripts are something else. Can anyone help please.

Posted

Your workflow isn't clear. You start by saying that you assign projects to operators, then go on to talk about operators and their assignments.

If you are talking about seeing the projects for a given operator, you could add a "portal" to your operator entry window. A portal is like a subform in Access, and allows you to view records in another table that are linked relationally to the current record.

The portal would be based on the Projects table, as linked by the Operator ID, and would display the projects that had the active operator's id in them.

If each project has only one operator associated with it, then just add an OperatorID field to the Projects table, and there won't be any duplicates. In the layout for the project, you would have a control for the operator ID that used a value list based on the Operators table to show you all the operators, and allowing users to select one of them.

You write: "it would be useful if I could figure out how to check a selected assignment against what was already assigned"--I'm not sure what you mean.

HTH,

David

Posted

"Essentailly what I need is some form of control for when a field changes" - to answer this question and not really analyze your problem lol, you will need an "onevent" plugin. Have a search for it, i think its made by soft for humans or something and is freeware.

~Genx

This topic is 6861 days old. Please don't post here. Open a new topic instead.

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