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New user of FileMaker wishing to filter (constrain) records BEFORE viewing clients

Question asked by PharmerJohn on Feb 6, 2013
Latest reply on Feb 6, 2013 by philmodjunk

Title

New user of FileMaker wishing to filter (constrain) records BEFORE viewing clients

Post

      

     FM Pro Adv 12    on Mac  OS 10.6.8   New user of FileMaker wishing to filter (constrain) records BEFORE viewing clients

      

     Application of consultant visiting different companies and testing employees then recording & reporting results.

      

     Tables:    COMPANY lists company name, address, contacts, etc

                       CLIENT  lists employees being tested, name, Company Name, ID, dept, 

      

                       Relationship has been set for Company:: Company Name = CLIENT:: Company Name

      

     Desired assistance

      

     Have created a visit initiation form that lists current company name (from drop list), name of tester, start date for reporting window, end date for reporting window on a main menu screen. Wish to have a button that will launch (open) a client screen that lists ONLY the clients employed by the current  company.  The tester should not have access to clients of other companies from this screen (this prevents the use of the find/constrain records for this field)

      

     How can I create a script that will limit the clients to the current company for data entry? (have done this successfully using MS Access, but cannot get my head around FileMaker filtering)

      

      

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