2 Replies Latest reply on Oct 24, 2016 10:53 AM by RolandGomez

    Searching and Sorting Months

    RolandGomez

      Baaaahhhh. Okay. Not so sure why I'm having such a hard time with this one. So here we go...Appraisers work on a fee basis. Depending on when they get the appraisal report completed determines when they get paid. Instead of having to rely on "Date Billed" and wondering if that job was on the last paycheck? or is it on this paycheck? what we started doing was something rather simple and effective. In addition to marking the record with "Date Billed" We mark each record (once the report is complete) as follows:

       

      Pay Period Month (Text Field): January or February, or March, etc.

      Pay Perod (Number Field): 1 or 2 (for first half of the month or second)

      Pay Period Year (Number Field): 2015, 2016, 2017, etc.

       

      So now for this pay period all we have to do is search:

      Pay Period Month: October

      Pay Perod: 2

      Pay Period Year: 2016

       

      Since the change...0 issues. Yay me. All the jobs that were completed within these two weeks will pop up. We don't have to worry about accidentally missing a job when we do payroll. Works like a charm.

       

      Now comes the issue.

      To keep track of the performance of the appraisers the Boss wants to do a search based on the aforementioned parameters. I have a simple summary that lists all of the appraisers and their total billout numbers.

       

      Example:

      Pay Period Month: January-March

      Pay Period: 1 & 2

      Pay Period Year: 2016

       

      This search actually brings up

      Pay Period Month: March, May, June, July, January

      instead of: January, February, March

       

      I've created two separate fields "Search PPM_Start" and "Search PPM_End" that are linked to the value list that contains the months in chronological order. Furthermore, I have a script that sets the field "Pay Period_Month" to display "Search PPM_Start" & "..." & "Search PPM_End". Only when the search occurs I get that exact same result. Baaahhh. Help please.

       

      I just want to run a search that brings up January through March...without having to use "New request"

       

      Thanks for the help!!!! Maybe one day I'll be able to contribute to this forum instead of always leaching off of you guys!

       

      best regards,

      -roland

        • 1. Re: Searching and Sorting Months
          philmodjunk

          Add this calculation field:

           

          Date Billed - Day ( Date Billed ) + 1

           

          Specify a date result type. This will calculate a date for the first day of the month for the month shown in Date Billed.

           

          Now, to find all records From January to March, 2016,

           

          You can specify: 1/1/2016...3/1/2016

          in the above calculation field.

           

          You may find that a scripted find speeds the process and minimizes user errors in setting up the needed find criteria.

          1 of 1 people found this helpful
          • 2. Re: Searching and Sorting Months
            RolandGomez

            Well, I have to say that at first I was like "nope, philmodjunk doesn't understand that I need to be able to sort via "Pay Period Month", incorrect!", but then I went ahead and applied what you mentioned.

             

            I will never doubt again. That worked brilliantly.

             

            As always...you're the best.

             

            -Roland