Multiple field find - VERY_NEWB

[aalkemist]

All --

Trying to do a "simple" customer find using any of 3 fields or a combination of the fields. I have not a clue, so I've tried a script linked from a button(in shorthand):

Enter Find Mode

Set Field First

Set Field Last

Set Field Custnum

perform find

How do I know if it finds anything and then choose the one I want and go to it

I've spent 1/2 a day on this and I'm about 4 days old with FMP

Help would be great - pointing me to something I can read and understand would be great.

thanx,

Greg

[Ocean West]

Greg what type of find do you want AND or OR?

your current script is very restrictive. Do you wish it to behave like google or the quick find feature of FMP?

in that case you could use the QuickFind script step. or insert a NEW RECORD/REQUEST between your set fields in your current script.

Stephen

[aalkemist]

Hi --

Sory, what I'm tryin to do is a customer lookup - so each customer has a unique customer number, but if the customer number is not known then it's a first & last name thing - so I want to have the option to put in either the customer number, which will return one result or first+last which may return multiple results and then choose the customer(record) I wish to view

Thanx,

Greg

[Lee Smith]

Hi Greg,

,,,snip... customer has a unique customer number, but if the customer number is not known then it's a first & last name thing ...snip...

Unless you have a very small number of customers, finding by customer numbers will be problematic,

The best method would be to do either an AND or an OR find for the names. Read up on Finding Records.

AND find = ONE Record Request and all search criteria is entered on it. i.e. First Name and Last Name,

Perform Find.

OR find = TWO OR MORE Record Requests, ONE for each search criteria i.e. First Record Request enter First Name, Second Record Request enter Last Name.

Perform Find

HTH

Lee

[aalkemist]

Lee --

ok, I don't understand why searching by customer number would be problematic? I have a field that contains the CN# so if I tell the search to only search the records for that number in that field I'm not sure why it would be a problem?? Confused I am to say the least.

I guess I'm not understanding the nomenclature just yet.

Greg

[Lee Smith]

How are you creating your customer number?

I have a feeling that we are talking about two different things.

A customer identification number in my mind is one provided via the Auto-Enter function, and is not related to any of the data about the customer other than it was the next serial number available when the Customer's Record was created. In other words, it could be any number, so how would you know what one to search for.

Lee

[No_access]

What might work well for you is creating a calculation field

that equals the fields you want to search, then search that, ie...

searchfield =accountnumber & " " & accountname & " " & accountzip

now use a script that searches this field, if you have the script insert "*" before and after the search term you can do partials as well

please see attached file.

search.zip

[Ocean West]

here is a few search methods, that i believe should help.

Search.fmp12.zip