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selecting records for custom list/fax

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Hi -

we are a b to b company, my salesmen need to select ( with check box) records and then fax off a list of the selected records. My problem is that when one user selects records, it is selected for all users. So if I select 10 records to fax my customer, meanwhile another user selects 5 other records, if i go to print/fax i will end up with my 10, and his 5. We have 10 users and using filemaker 9. Thanks

I would suggest you take a close look at this movie and the downloads coming with it:

http://www.filemakermagazine.com/videos/saved-searches-making-it-easy-to-search-again-and-again-and-again-br-free-video.html

...in short do you need to store the record's key values in either a global which is personal, or in a related record with the username as primary key.

But the video and download wraps it up nicely!

--sd

  • Author

Thank you - I'll take a look -

I think that the file is in version 7, at least that is the version that my copy is in.

Lee

Alright you need to put in a global field, where you via an extra layout only showing the record ID issues a:

"Copy All Records"

...after making attempts to save the contents of the users clipboard.

This collection is then pasted into the global field that act as primary key in a selfjoin relation, when you then need to fax or similar to the found set do you issue a GTRR(SO)

If you should wish to show your selection in a checkbox field must this field be a calc'field instead ustilizing the PatternCount( function to establish if the recordID is among the content of the global field, typically must both the global fields selection and the search parameter be padded with pilcrows around to prevent confusion between 1, 13 or 21.

However does it seem like this template shows it:

http://www.databasepros.com/FMPro?-DB=resources.fp5&-lay=cgi&-format=list.html&-FIND=+&resource_id=DBPros000139

...and even in .fp3 format!!!

--sd

I thought this was about marking records, not saving a found set.

MarkRecords.fp5.zip

His profile says FM6 but he says in his post they're on FM9.

Ah. Well then it can be slightly simpler - but the principle is the same.

  • Author

i have upgraded to fm 9 since - i will change profile -

I thought this was about marking records, not saving a found set.

Isn't it a bit of both, in the present system are the users interfering with each others found set, by setting common fields to something!

--sd

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