I've got a calculation field that contains account balance information. The calculation references a summary field and several others.

I now understand that you can't do a find in a summary field because the information isn't generated until the find is completed, thus I can't perform finds on my balance field. Is there a way to "capture" the information from the balance field into a non-summary field where finds can be performed. I've got it working by creating a new number field and then running a looping script to set the new non-summary field,but it is SLOW. There has to be a better way to do this.

Edited August 30, 200817 yr by Guest

You can use the GetSummary() function. However often the same information can be calculated with a simple Sum() calc over the relationship.

If this balance is based on a ledger, should you consider the Pacioli - Principle that postings are done in ink, which means that earlier records than where the ruler is a present is historic data which shouldn't be tampered with or "cooked"...

This means that each record not only carries the value of the transaction, but the sum accumulated from the previous record in the same account added the present transaction value.

Study this:

http://www.databasepros.com/FMPro?-DB=resources.fp5&-lay=cgi&-format=list.html&-FIND=+&resource_id=DBPros000333

...and discover that, suddenly are all balances by it searchable!

--sd

I'm going to add to this. Now I'm trying a find in a portal. The data in the portal is not a summary, and my finds still don't work. I've got food items listed in the portal. As an example a customer record might display 1 slice pepperoni in the portal. When I do the find for pepperoni, I get some of the pepperoni customers and some cheese only customers. Shouldn't I be able to isolate customers that show pepperoni in the portal?

How is the structure, and why seems this question to be drifting in a new direction.

But it could be that you find this template usefull

http://fmforums.com/forum/showpost.php?post/299683/

...where you then tick the boxes for the all item's you wish to locate in the same records. By having two boxes chosen, should the matching invoice have both, otherwise ditched from the found set.

--sd