sorting for report using multiple criteria

Discussion created by Jwaldridge on Mar 6, 2017
Latest reply on Mar 6, 2017 by philmodjunk

OK Guys I am new to this so forgive the ineloquent scripting. There scenario is as follows...


Our customers can sign up for a Service to be provided Annually, Bi-Anually, Tri-Anually (new word ) and quarterly.

I have created a form that gives a start date and produces a set of service dates depending on which option they choose.  see script below...


Screen Shot 2017-03-06 at 10.26.14 AM.png

now i have 1-4 fields with dates in them.  I do not care about the specific date, only the month, so i have it only showing me the months.

I have also created a global field called "Service Agreement::Service Month" I would like to create a form that looks at Service agreement::Service Month and returns info on customers if that month is located in any of the 4 date fields.


Any suggestions where to start?