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Claris Engage 2025 - March 25-26 Austin Texas ×

Open layout omitting certain records


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Posted

I have a layout that has a field that they enter Y or N in. I want to duplicate this layout and when they select the layout (from the layout selector on the left) it will only display records that have a Y in the field. In Access they have an OnLoad where you can put code in there. I am sure it is simple but I can't find anything on this (could just be my search techniques).

Thanks in Advance

Thom

Posted

Hi Thom,

You should write a book "From Access to FM" while you're going through this transition. I always wished there was a book "Access for FM Users" (is there one, anyone?)

Anyway, the layout popup above the book icon in the side panel cannot have any scripts attached to it. You need a button on your first layout that

1. Go to Layout destination.

2. Perform Find (restore find results, where the find criterium is Field=Y

There are several other ways (using Go To Related Records, for example) to go to another layout and filter as you go.

However, why are you going to a duplicate layout? Why not just have the user do a find in the same layout? You could have buttons that have Find Requests attached to them so that when they are clicked, your list contents (found set) changes. Something like "Find Y" "Find N" "Show All"

Posted

Thanks for the book tip. But If I showed everyone how to transition then we wouldn't need great sites like this.

I made it work using a button to do a find on a single form.

I would like a clarification on this:

"Anyway, the layout popup above the book icon in the side panel cannot have any scripts attached to it. You need a button on your first layout that"

So what if you had three salesmen using the same database. Could you not have three layouts (one for each salesman) that they could select from the layout popup or would you have to have a switchboard (Access) like layout to open there layout and run there associated scripts?

Thanks in advance

Thom

Posted

Sounds like you are trying to limit the user to seeing only "their" records. You don't do this with separate layouts. You would store a record owner id and limit the user to seeing only the records that match their id. Limiting record access is done using the accounts and privilege settings under the File menu.

Anyway, yes, you need a "switchboard" layout (main menu) that allows you to perform scripts before navigating to a layout. In what is called a "locked down" system, user access to the menus and the sidebar is limited. Everything happens through scripts attached to buttons or custom menus.

This topic is 6473 days old. Please don't post here. Open a new topic instead.

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