Reporting Criteria and Automated Form Fill-In

[nulman]

Hi All!

OK here is my dilemma...

1. have a project database and would like to have the form fill in work like this:

Once the client number is typed it the client name field will automatically populate with the corresponding client name.

2. Also need to do simple (not simple to me, lol) reporting based on ONE of the fields.

For "Job Status" the report should only show items that are "Open"

I would also like it to have a header for each client. i.e.:

John Doe Foods

Project 1

Project 2

Jane Doe Foods

Project 1

Project 2

Can anyone here offer assistance?

I already have a basic report set up but Im having problems having it just use the criteria i want - what Im also noticing is there is a large amount of white space between each record is there a way to set that as well?

Edited October 28, 2008 by Guest

[mr_vodka]

1. have a project database and would like to have the form fill in work like this:

Once the client number is typed it the client name field will automatically populate with the corresponding client name.

Look into Lookups. There are samples on here as well as the help file.

2. Also need to do simple (not simple to me, lol) reporting based on ONE of the fields.

For "Job Status" the report should only show items that are "Open"

I would also like it to have a header for each client. i.e.:

John Doe Foods

Project 1

Project 2

Jane Doe Foods

Project 1

Project 2

What you are looking for is a subsummary report. You will want to group it by the Client ID. You can use the Wizard to have it create it for you.

Since you want only the open records, do a find first for "open" in the status field, and then run your subsummary report for the found set.

what Im also noticing is there is a large amount of white space between each record is there a way to set that as well?

Look into Sliding under teh format menu when in layout mode.