Hi

I have set up a project management syestem, but would like to transfer projects whose job status is "A" (archived) - not "O' (Open)- to another layout. Thus seperating the active projects from those that are completed. This would make it easier for users to view the current projects which are listed.

Information needs to follow the project to the archived layout.

Is this a relationship issue or is there a solution to be sought in calculations to transfer the information across. Not sure where to begin and wondered if someome could help put me on the right path?

Many thanks

Hi there

You can certainly use relationships to do what you want. I was going to explain how but it might be done but it will be easier to do a dem file.

Give me 10 mins and I will post one

Regards

Phil

OK Grizzly

Please see attached for one easy way to filter your records for easy viewing.

Note that the field 'portal picker' is a global field. Please also note that I have not strictly 'transferred the filtered records to another layout' as you asked. I have simply filtered them using one layout.

You can change the status of any record in the dem to see how things move around. You can also create records within the portal should you wish to play further

HTH

Phil

Grizzlys_dem.zip

Hi Inky Phil

Thanks for the demo, concept of your instruction worked well with the db. Have now applied it. Terrific results.

Many thanks

Grizzly