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Question asked by KeithNordyke on May 19, 2012
Latest reply on May 19, 2012 by philmodjunk

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I have a layout that contains numerous fields including a field named "status."  The values are from a value list and include:

Open Case
Closed Case
Pending Fee
NEVER retained
Inactive prospect
Declined
Get MPR
Inquiry only

I want to duplicate the layout that I like and then rename it to open and find Open case, Pending fee and Get MPR records.  I can't figure out how to do that.  I also want to duplicate it and be able to pull up only closed cases and Never retained and Inactive files. 

How do I do the find so that it 1) will collect more than one value and 2) do it without my intervention when the layout is selected and opened.

 

Thanks

 

 

 

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