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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi,

I have created a financial db tracking all my finances. There are instances, however, where within the current found set all my transactions need to be labelled, either with store_name (the store name), category, etc. For instance, if I loaded all transactions of "best buy" and i want to label every store_name field "Best Buy", i have to do it manually.

I want to create a script based on a keystroke enter (such as SHIFT+ENTER) that will automatically populate all transactions within the found set with the result i put on that given cell. i.e. i put "bank of america" in store name and click the keystoke, which prompts a warning and then results with all the found set being populated with "bank of america".

Any suggestions? it would be very helpful to me.

Regards,

Jimmy

Posted

Hi,

every banking program uses a bizarre way of naming the transaction, i.e. "05345 Checkcard Star Market".

I label the store names for later use and sorting, but i can still go to "transaction_name" and search for "Star Market" and find all those corresponding to it. I have other ways as well, but i can get to the point where i have a bunch of transactions that need categories and store names. It would be easier if i could simply copy from one to all.

Posted

I was just wondering if you couldn't automate the process by looking up the store name based upon some existing value. Because the way you want to do this is dangerous - there is no undo if you make a mistake.

Anyway, this feature is built in: after typing the desired value (and while the cursor is still in the field), select Records > Replace Field Contents… (or the keyboard shortcut =). There is also a corresponding script step, if you want to perform this without dialog.

This topic is 5218 days old. Please don't post here. Open a new topic instead.

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