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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I need a script that would create a found set consisting of all records that matched some, but not all, criteria. For instance, if a portal contains the years in which each salesperson met their quota between 2004 -2007, how can I find those salespersons that met their critera in three out of the four years?

  • 4 weeks later...
Posted

If the search is date based, and is done between years then you can do something like.

1. Create in your table a field that holds a 0 or 1 depending if the person meets the quota.

2. Create a calc field that sums the field from point number "1"

3.In your script set a variable to calculate how many years - In this case is 4.

4. Then omit records that the calc field = 4

that should leave you with what you want.

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