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  • Newbies
Posted

I am new to filemaker and am having some difficulties figuring out how to set up a calculation for transfer of data to a new layout.

The salesman field has 3 employees in a drop down list. When a particular salesman has a successful sale, I would like the information (appt date, product, etc) from that layout to be transferred to a layout for just that salesman. That way I can view the results (but only when a sale is made) for each of the salesmen.

Any advice on how to make this work? Thanks!

Posted

Have you considered just doing a Find for the salesman you want? And how do you track a sale - a status field?

  • Newbies
Posted

I'm tracking the sale by having a drop-down box for sale - no sale, sale, pending.

There is also additional information on the second layout, like commission %, date paid, etc that is not on the original entry layout. In that case, would a 'find' option still work?

Posted

If the two layouts have the same base table occurrence, they will share the found set. It doesn't matter what fields are actually on the layout. I.e., if you search for "sale" and "Joe" on the first layout and it returns 10 records, and then go to the second layout, you'll have the same 10 records in your found set.

Note that when you search for "sale" you are also going to get "no sale" records. To get around this, use ==sale (that means: find exact match).

This topic is 5668 days old. Please don't post here. Open a new topic instead.

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