5 Replies Latest reply on Feb 3, 2011 1:09 PM by philmodjunk

    Call Back Scheduling Field in FileMaker

    JosephWhite

      Title

      Call Back Scheduling Field in FileMaker

      Post

      Hello,

      I am a long time, but remedial, FM user. I would like to know if anyone has a solution for my call scheduling needs. I would like to add two functions to my main contact information layout.

      First Function

      When I call a client or cold call a prospect I would like to have a way to easily schedule a call back. I would like to be able to select from options in a pop-up window that has an entry field for a whole number and a drop down to select the units as follows.

      Call back in:

      (enter whole number) then select from:

      Minutes

      Hours

      Days

      Do not call

      Leave Blank (leaves the field blank)

      The entry would calculate the new date and time then display it in a field that can be sorted by date, then time. I would also like to be able to go in and edit or hand enter into this field.

      Second Function

      I would like a Notes field to annotate a call. When the field is clicked on, or tabbed to, it automatically enters the date and time followed by a hyphen and return. I can then type in any comments I want to make about the call.

      If you can show me the necessary code, direct me to an existing template or have a ready made solution that can be easily modified that would be greatly appreciated. I would also consider a commercial solution, if available.

      Regards,

      JW

        • 1. Re: Call Back Scheduling Field in FileMaker
          philmodjunk

          IF we call the units field CallBackUnits, and the number field callBackInterval, then this calculation will compute the call back date and time:

          Case ( CallBackUnits = "Minutes" ; 60 * CallBackInterval + Get ( CurrentTimeStamp ) ;
                    CallBackUnits = "Hours" ; 3600 * CallBackInterval + Get ( CurrentTimeStamp ) ;
                    CallBackUnits = "Days" ; 86400 * callBackInterval + Get ( CurrentTimeStamp )
                   )

          (Do not Call and a blank entry in CallBackUnits will return an empty result here.)

          You can set this up for a timestampfield that is defined with an auto-enter calculation. If you keep "do not replace existing value..." selected for this field, you'll also be able to edit the field by entering any date or time you want.

          You can get similar results by using a script trigger set on the drop down list  and interval fields that uses set field to enter this timestamp into a timestamp field as well. The script trigger would allow you to enter a new timestamp each time you select a different value in units or enter a different interval where the auto-enter will only enter data if the field is already blank.

          For your second request, you could use OnObjectEnter to perform a script that enters the current time stamp, but I recommend you enter this time stamp into its own field rather than into the text field. That way you can use this value as a date and time for searching and sorting which you can't do easily if it's entered as text into the text field.

          • 2. Re: Call Back Scheduling Field in FileMaker
            JosephWhite

            Thank you, PhilModJunk. When I said remedial FM user, I meant VERY remedial. Therefore, I need a little bit more information to put your solution into practice.

            1. It looks like what you've written is a field function. Correct? Or is it a script? (Or does this question make any sense?)

            2. I'll need to research script trigger

            3. Since I won't be searching or sorting the NOTES field I don't think I need a separate time stamp field. I will, however, have to figure out how to implement the OnObjectEnter (Field Function or Script?)

            Thank you once again. I'll give it a shot.

            JW

            • 3. Re: Call Back Scheduling Field in FileMaker
              philmodjunk

              1.) This is a calculation that you can implement two different ways to get the results you've specified. You can define a field of type timeStamp, select options, click the auto-enter tab and enter this expression as an auto-entered calculation. You can also use this expression as the parameter of a set field script step to enter the results of this calculation into a field of type timestamp. I've spelled out both options in my earlier post.

              2) What version of FileMaker do you have? Not knowing that detail, I've made suggestions based on the assumption you are using FileMaker 11. Script triggers such as OnObjectEnter were a new feature introduced with FileMaker 10. If you are using an older version of FileMaker, you don't have that option available to you.

              If you don't have script triggers as an option, you might put your notes field in a related table and use a portal to display it on your layout--even if you only want one notes field per record. If you do, you can use a relationship with "allow creation of records via this relationship" enabled so that entering text in the new field automatically creates the new related record. With that option, you could define a separate timestamp field that auto-enters the creation timestamp to get your date and time entered automatically at the moment you start entering your note.

              • 4. Re: Call Back Scheduling Field in FileMaker
                JosephWhite

                Thank you again, PhilModJunk. I am using FM Pro 10. If this proves to be more than I can handle, do you have any interest in implementing this into a layout I've created that has everything else in place except for these two functions? I would be happy to discuss the details and costs further.

                • 5. Re: Call Back Scheduling Field in FileMaker
                  philmodjunk

                  Click my "rainbow folder" forum avatar and send me a private message. We can discuss there.