I am developing account recovery collection software and have just a few questions, here is the "work flow scenario" - Their are 4 users using web direct that have their own list of records to work. -(SEE LIST OF USERS JPG)

1) - Once a record is worked - the user needs to set a follow-up date 3,5,7 days etc - and when that date comes about the records listed with that date appear first when the user logs in. (Ex. work 10 records today and set followup date for 10/30 - then on 10/30 those records appear first out of the users overall work que.(SEE main Screen JPG)

 

Edited October 13, 201510 yr by Lyntex
misspelled words

It looks like your post is incomplete. There is only "1)" where your topic title says you have 3 questions.  And there is no question that I can see...

The other 2 questions I fugured out after I posted the topic...however my question is a "How To" question - How do I - create  a follow-up date 3,5,7 days out etc - and when that date comes;   the records listed with that date appear first when the user logs in. (Ex. work 10 records today and set followup date for 10/30 - then on 10/30 those records appear first out

Just add the number to the date, FileMaker handles it. E.g., if dateField contains 10/31/2015, the calculation (dateField + 1) will give you the result 11/1/2015.

Assuming you have set the follow-up date, you could set a script to run at startup:

Enter Find Mode
Set Field [ fuDate; Get(CurrentDate) ]
Perform Find

 

Just add the number to the date, FileMaker handles it. E.g., if dateField contains 10/31/2015, the calculation (dateField + 1) will give you the result 11/1/2015.

Assuming you have set the follow-up date, you could set a script to run at startup:

Enter Find Mode
Set Field [ fuDate; Get(CurrentDate) ]
Perform Find

It cannot be as simple as that, because the calculation might return a non-working day. At minimum, look for records where the follow-up date is ≤ current date.

Point taken, there will be nuances. E.g. looking for followup <= current date assumes that followups aren't marked as "complete" and the old dates left in place.