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Complex Search - Finding records with X value inside Y date range

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I've had a request from a client to provide them with a function to find records that works in the following way (ideally):

1. The client enters a date range; that is, two dates between which records should be found. So 4/10/10 through 4/26/10 (or whatever).

2. The client then enters either a company name or a client name to find records about that company/client that were entered in the defined date range.

I've been able to do each of these separately without any problem (the first using global Start Date and End Date fields). But I can't figure out how to make them work together. When I try, whichever one runs last overrides the one that runs first (so I either get all records about a client from all dates, or all records inside the date range without regards to the client).

I suspect the answer is staring me in the face, but I can't see it.

Suggestions would be greatly appreciated!

"When I try, whichever one runs last..."

Don't run one of them last. Run one find operation.

Enter Find Mode

Set field [ YourDateField; "4/10/10..4/26/10"]

Set field [ Company; "ABC Inc."]

Perform Find

There are other ways; such as using two finds but using Constrain for the second find.

Enter Find Mode

Set field [ YourDateField; "4/10/10..4/26/10"]

Perform Find

Enter Find Mode

Set field [ Company; "ABC Inc."]

Constrain Find

  • Author

Thank you! That works exactly the way I want it to.

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