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Posted

I have a listing of expenses and I want to be able to view them by year. I want to create a drop down menu (value list?) where the user can pick all, 2005, 2006, 2007, etc. And only those expenses for that year will appear on the listing. What is the best way to set this up? The thing I'm afraid of using a value list is when 2009 comes around, I'll have to remember to include that year in the drop down menu. I'd like the picking of the date of purchase year to be automatic. I hope this makes sense. If not, please let me know. :)

Posted

Well you can create a calc of "-All-" & ¶ & Year ( ExpenseDate ) and then use that as your field for the value list, it will dynamically display the year for a choice.

As for your first question, if you use a global field for the selection and then create a relationship from this global field to the calc field you created earlier, a script step of Go to Related Record will give you the results.

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