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Posted

Hi I am building a database (my first) for my plumbing business.

I am using the missing manual book as a guide and although its very helpful I have many queries.

Firsly I am trying to work out what is the usual solution to tracking the status of my jobs from a quotation through the stages of active ,completed unpaid, archive etc.

Would it be wise to make a "Job Status" value list for this or does this require a script, or am I missing the point altogether ?

Thanks for your help

Posted

You could use a Job Status. How useful it would be depends on how conscientious you are about data entry. Since it's your business, you likely will be. It also helps to have a date (or timestamp) field which is dedicated to tracking when you've changed that status, an auto-enter, with the [ ] "Do not replace existing value" unchecked.

Let (

s = Job Status;

Get (CurrentDate)

)

Yes, you'd want a Value List, and you would not want to let other users mess with it, nor enter data which was not in it. So make it a pop-up menu, not a drop-down list. And/or validate the field, in its Validation options, [x] Member of value list, that value list.

This topic is 6130 days old. Please don't post here. Open a new topic instead.

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