1. can't seem to figure out how to FIND which records have the YES checkbox checked.
You would look for records where the field contains the text "YES" (assuming that's what your value list contains).
2. I'm assuming a button is the preferred route to execute the search
That's largely a matter of preference. Perhaps you should use global fields formatted as checkbox set, where the user would indicate which projects/surveys to include.
Rows (records) are projects, columns are a series of surveys administered in the conduct of the project.
If that's an issue, it can be changed).
It is an issue, because adding another survey should be in the province of the user, and not require adding another field to the schema (among other things). I would suggest a table of Projects, a table of Surveys and a join table for associating the two - see an example here:
This would allow you to produce practically any type of report one could think of. In a pinch, you could settle for two tables, and use a checkbox field in the Projects table to record which surveys were administered. However, this approach is limited in many ways.
Thanks for the prompt reply. I opened the JoinDemo.fp7 and the example seems to fit my needs.
I struggled with conceptualizing it until I attempted to add a new record. So what it looks like I need to do is generate a new value list that includes each of the surveys and let the user choose (from that long list of 61 surveys)
One followup question I ask in advance of making this revision to the structure. Currently, one enters the affiliations one by one. Is it possible to choose multiple items (command-click) or is one by one entry the best option?
Thanks for the help. Hope you dont' mind if I get back to you if (and when) I get stuck.
let the user choose (from that long list of 61 surveys)
Well, that is the basic demo. The important thing here is the data structure; the user interface can be fancied up - see, for example: