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  #1  
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Buckbuck
 
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Default Layouts - select criteria is date - 05-28-2010 , 05:20 PM






FM8.5

Is there a way to create a layout for a CHEQUE LOG that shows only
records within a specified date range as its default. I have an
accounting system with a CHQUE LOG table. The layout currently shows
records from 2008, 2009 & 2010. I know I can create a script with a
date range find function but I am looking for something more elegant.
I would like to create separate logs for each year without necessarily
creating a new TABLE (as in: CHEQUE LOG 2010, CHEQUE LOG 2009, etc).
When I create a layout I know I can sort the table by the field
Date_Issued but I wonder whether I can create a range. What do you
think?

Thanks
Matthew

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  #2  
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Bill
 
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Default Re: Layouts - select criteria is date - 05-28-2010 , 06:38 PM






In article
<fad1148f-477e-4f59-b2a4-698fc3b14b5d (AT) y6g2000pra (DOT) googlegroups.com>,
Buckbuck <buck.matthew74 (AT) yahoo (DOT) com> wrote:

Quote:
FM8.5

Is there a way to create a layout for a CHEQUE LOG that shows only
records within a specified date range as its default. I have an
accounting system with a CHQUE LOG table. The layout currently shows
records from 2008, 2009 & 2010. I know I can create a script with a
date range find function but I am looking for something more elegant.
I would like to create separate logs for each year without necessarily
creating a new TABLE (as in: CHEQUE LOG 2010, CHEQUE LOG 2009, etc).
When I create a layout I know I can sort the table by the field
Date_Issued but I wonder whether I can create a range. What do you
think?

Thanks
Matthew
One way is to set up a filtered portal. That would mean creating a
relationship based on dates, and showing a portal to the related table
occurrence.

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  #3  
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Buckbuck
 
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Default Re: Layouts - select criteria is date - 05-29-2010 , 01:32 AM



On May 28, 3:38*pm, Bill <bbcoll... (AT) earthlink (DOT) net> wrote:
Quote:
In article
fad1148f-477e-4f59-b2a4-698fc3b14... (AT) y6g2000pra (DOT) googlegroups.com>,





*Buckbuck <buck.matthe... (AT) yahoo (DOT) com> wrote:
FM8.5

Is there a way to create a layout for a CHEQUE LOG that shows only
records within a specified date range as its default. I have an
accounting system with a CHQUE LOG table. The layout currently shows
records from 2008, 2009 & 2010. I know I can create a script with a
date range find function but I am looking for something more elegant.
I would like to create separate logs for each year without necessarily
creating a new TABLE (as in: CHEQUE LOG 2010, CHEQUE LOG 2009, etc).
When I create a layout I know I can sort the table by the field
Date_Issued but I wonder whether I can create a range. What do you
think?

Thanks
Matthew

One way is to set up a filtered portal. That would mean creating a
relationship based on dates, and showing a portal to the related table
occurrence.
I understand what you are suggesting but I am net certain how to
define that relationship. Can you provide some more detail?

Thanks

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  #4  
Old   
Bill
 
Posts: n/a

Default Re: Layouts - select criteria is date - 05-29-2010 , 06:56 AM



In article
<7a95d78d-54f1-41f9-8435-8c8b5094ac98 (AT) t14g2000prm (DOT) googlegroups.com>,
Buckbuck <buck.matthew74 (AT) yahoo (DOT) com> wrote:

Quote:
On May 28, 3:38*pm, Bill <bbcoll... (AT) earthlink (DOT) net> wrote:
In article
fad1148f-477e-4f59-b2a4-698fc3b14... (AT) y6g2000pra (DOT) googlegroups.com>,





*Buckbuck <buck.matthe... (AT) yahoo (DOT) com> wrote:
FM8.5

Is there a way to create a layout for a CHEQUE LOG that shows only
records within a specified date range as its default. I have an
accounting system with a CHQUE LOG table. The layout currently shows
records from 2008, 2009 & 2010. I know I can create a script with a
date range find function but I am looking for something more elegant.
I would like to create separate logs for each year without necessarily
creating a new TABLE (as in: CHEQUE LOG 2010, CHEQUE LOG 2009, etc).
When I create a layout I know I can sort the table by the field
Date Issued but I wonder whether I can create a range. What do you
think?

Thanks
Matthew

One way is to set up a filtered portal. That would mean creating a
relationship based on dates, and showing a portal to the related table
occurrence.

I understand what you are suggesting but I am net certain how to
define that relationship. Can you provide some more detail?

Thanks
Suppose you want to show only records within a calendar year.
Define a global field to hold the year as a 4-digit number. You would
define this in the table that would be the basis for the layout display,
which I will call BaseTable. It could be the cheque table or another
table. If the Cheque table, then you would need two occurrences of the
Cheque table in your relationship diagram.
In the Cheque table, Define a calc field that shows the year of the
cheque:
YearCheque = year(DateCheque)
Define the relationship:
BaseTable::Year = basetable_CHEQUE::YearCheck

where basetable_CHEQUE is the TO of the Cheque table in that relationship

Now make a portal in the base layout that shows the related fields from
the TO basetable_CHEQUE.

Could also have a different relationship to a different TO, to show a
range of dates, with the relationship based on two fields with > and <
relationships.

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  #5  
Old   
Howard Schlossberg
 
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Default Re: Layouts - select criteria is date - 05-29-2010 , 04:51 PM



On 5/28/2010 2:20 PM, Buckbuck wrote:
Quote:
FM8.5

Is there a way to create a layout for a CHEQUE LOG that shows only
records within a specified date range as its default. I have an
accounting system with a CHQUE LOG table. The layout currently shows
records from 2008, 2009& 2010. I know I can create a script with a
date range find function but I am looking for something more elegant.
I would like to create separate logs for each year without necessarily
creating a new TABLE (as in: CHEQUE LOG 2010, CHEQUE LOG 2009, etc).
When I create a layout I know I can sort the table by the field
Date_Issued but I wonder whether I can create a range. What do you
think?
As you say, you can add a button to perform a find for a particular year
and then sort it. To make it more elegant, you can add a global field
at the top that is formatted as a radio button for the user to select
the desired year, and then place a hidden button over each option so
that when the user selects one, your script then sets the global and
performs the find and sort.

In FM10, the same can be done using an onLayoutLoad script triggers so
that when a user goes to the 2009 layout, the trigger would call a
script that finds for that year and then sorts. I realize you are still
on 8.5, but this might be a possibility for your future.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Howard Schlossberg
FM Professional Solutions, Inc. Los Angeles

FileMaker Certified Developer
Associate Member, FileMaker Business Alliance

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