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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

where i work we have job folders in draws. its a building company so each folder is a house design. each house design has options. when ever a new design is being made with its own set of options the designers go to the drawers and find a folder already made that is close a possible to copy and work from. how could i go about setting that up.

Posted

1. Define what criteria will determine "close as possible"

2. Script a search to match those criteria and duplicate the record

etc.

Posted

close as possible is kinda like

new house options: extra bedroom, extended living room, tray ceiling in the master bedroom.

predesigned house options: extra bedroom, extending living room.

the only thing the origional house would be missing is maybe one or two options worth.

ive been asked to set the find up as almost a check list of all the options they need. as those options are picked the list of possible matches becomes smaller.

the catch is that lets say there are options a, b, c, d, e

new house has a, d, e,

a pre existing house that has just "a" would be considered a match. or one that had a, b, d

if the house didn't include a, d, or e it shouldn't show up at all but if it has atleast one of those 3 it should

Posted

Sounds like you'd just do a Find for a, New Request, Find for b, etc.

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