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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hello, Im sure this has been discussed but Im not sure what it would be called, so am having no luck finding the solution. Id appreciate anyones help in directing me to a posting that covers this...(or a point in the right direction if in fact this is not a previously discussed issue)

I have created a layout and a FIND script which returns the the following if the customer has a test that has not been printed:

Customer Name-- Date of Test-- Printed (Y/N)--

The issue I have now is that if the customer has a test that has printed, and one which has not, the layout shows the first test date and of course indicates that it has printed. (has last years test for that customer has already been printed and marked as YES) The customer does also have a test that is not printed, but that does not reflect in the layout.

What I think im trying to create is a global field which does something like... If customer has any test not printed, simply return the text NOT PRINTED... Even better yet would be to have the date of the not printed test and the text or something similar.

So basically, I want the result to return the customer name, date of test and printed N, but ONLY display test dates that are not printed. (PrintedYN="N")

Is using a global field the right way to go here? Any tips of the way I should be looking at this would be great. Im all for searching for a solution, but not sure where to start.

Thanks for your insight!

Posted

Would it be correct to assume you have two tables, Customers and Tests, related by CustomerID? And that some of the tests may be printed?

If so, then the next question would be: what exactly are you trying to achieve? Finding tests that aren't printed is one thing; finding customers that have (at least one) unprinted test is another.

Similarly, indicating on a customer's layout that some tests aren't printed is not the same thing as listing any unprinted tests.

Posted

Thank you so much for your reply.

I do have two tables related as you described.

What I'm wanting to achieve is the following:

I enter tests as I do them but the office really doeant know which ones I've done, for which customer, or when it was done. I'd like the office to be able to get a snapshot of tests pending printing then they can click the customer name an proceed to print the tests. The date is important as we specify a date range to print from for each customer as one test may span multiple days. As such I am trying to create a list to include the customer name and date of test.

I already have a portal setup in the customer detail layout which shows all the tests, date done, and if it was printed. That part was fairy easy...this one I just can't quite seem to figure out how to get movin on.

Thanks again!!!

Posted

As such I am trying to create a list to include the customer name and date of test.

I am afraid that's still not quite clear. I presume you mean a list of tests (otherwise it could not include a date) that haven't been printed? Well, finding the unprinted tests and showing them as a list is pretty trivial - so what am I missing here?

Posted

Sorry, My fault for not being more clear. Yes, I am looking to create a list to indicate which customer has tests unprinted, and what day the said test was done.

Once this list is displayed, the office will know which customer I preformed the test for, and which dates to set in the printing range to print the report. Once I have the list I will add go to related record etc, to make it useful...

I do hope I am being clear.. always hard to try to make it clear without writing an essay to explain what the database does... Please let me know if further clarification is required. I really appreciate your input!

Posted

Yes, Im looking for a list of tests which have not been printed. (PrintedYN=N) The list must also indicate which customer the test was done for.

Thanks!

Posted

Do this, either manually or by script:

Go to Layout [ Tests ]

Enter Find Mode []

Set Field [ Tests::PrintedYN ; "N" ]

Perform Find []

The layout you are using here should be a list layout, showing records from the Tests table. Also place the field Customers::Name on this layout.

Posted

Thanks so much. I was looking at this the opposite way...a list of customers with the tests rather than a list of tests with the customers as per your recommendation.

Thanks so much for your help. I'll give this a try later but it sure makes perfect sense.

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