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Marking - Tagging a record for later retrieval

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Hello everyone again,

I have been doing some research and what i come up with tagging a record is usually:

  • global field
  • custom functions

I would like something like a checkbox => status -> "HOLD INVOICE";

when that checkbox is held , it saves the file but doesnt retrieve in my reports for end of day, etc

& when i uncheck the value would be " " & then i can go about my business.

What would be the BEST way of doing this from a scalable aspect and not just get it done now way.

thanks,

-ian

Your question is not clear. Basically, you can tag a record in three ways:

• for everyone, permanently - by modifying a field of the tagged record;

• for yourself, temporarily - by adding the record's ID to a global field or a variable;

• for yourself, permanently - by adding the record's ID to a field in your record in a users table.

  • Author

comment;;

lets say i am creating a -> new --> invoice and during the transaction , the customer wants to come back to pay so the order is written up and instead of cashing out, i choose a checkbox to HOLD the receipt for later for that "Customer ID" i guess. or even ORderID & CustomerID.

how would i go about doing this per example..if you can..

  • 2 weeks later...
  • Author

My accomplishment for this was to create a new field in database table for Orders. this was called held_orders(list of values) if true then this list is either added to or taken from.

And record has a conditional color flag that shows up on order form. and a button then appears to show visual cue for HELD ORDERS.

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