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Custom Form Letters

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FMP8Adv, WinXP

I've seen John Mark Osborne's articles on this subject in Advisor magazine and his method is pretty neat, but he uses globals to create custom letters. I'd like to be able to create custom letters in a multi-user environment and have individual users be able to create/save/modify/recall/control/etc their own custom letters. Is there a way to do this within FileMaker 8 and without plugins? TIA Lpm

I hope I'm asking this in the right way...

You should be able to achieve this by having a preferences table that stores the individual users letters. Then depending on the user, you can reference that field and/or load it to use.

Here's a merge letter sample that might give you an idea of how to do this:

http://fmforums.com/forum/showpost.php?post/165807/

The sample file uses my FieldSubstitute() CF, but I've come to like Mikhail's MergeExpressions() CF better:

http://edoshin.skeletonkey.com/custom_functions/index.html

You could use Mikhail's CF in a structure like my sample file and get pretty good results.

  • Author

Thank you, Ender! I'll give them both a close look and then try to adapt them to my needs. Thanks again! lpm :

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