This set entered on 5.25.14
5.22.14.8
- The ADVANCED THECHNIQUE from the previous card set is just like:
searching for RECORDS, without all the hassle of going to FIND MODE and actually performing a search.
- What are the steps for the ADVANCED TECHNIQUE of USING A GLOBAL POP UP FIELD TO CHANGE THE DISPLAY IN A VALUE LIST?
First, you need to make the LINE ITEM ID field into a pop up menu.
- The following are the steps for this ADVANCED TECHNIQUE. Double click the LINE ITEM ID field, and choose POP UP menu from:
the DISPLAY AS pop up menu. The DISPLAY VALUES FROM pop up menu appears, with displayed.
- from the DISPLAY VALUES FROM pop up menu, choose:
MANAGE VALUE LISTS. You need a new value list based on the values in the LINE ITEM ID field from the Assign Expenses__Invoices__LINE ITEMS TO.
- Click NEW and type INVOICE LINE ITEMS as the VALUE LIST NAME.
Even though you’re about to ASSIGN your new VALUE LIST TO A FIELD, you want the name to be descriptive so you can remember your thought process later on.
- Turn on the USE VALUES FROM FIELD Radio Button so that:
that FIELD’S DATA shows up in your new VALUE LIST.
- Choose Assign Expenses__Invoices__LINE ITEMS form the SPECIFY FIELDS Window’s drop down list. Then:
click the LINE ITEM ID field. Select “INCLUDE ONLY RELATED VALUES STARTING FROM” and, from the DROP DOWN LIST, choose Assign Expenses__EXPENSES.
- The process on card #7 will:
keep users form assigning an EXPENSE to a LINE ITEM from the WRONG INVOICE, or from ASSIGNING AN INVALID LINE ITEM ID.
- The option from card #7 tell item VALUE LIST to DISPLAY ONLY:
LINE ITEMS that are related to the INVOICE that matches the value in your Global Invoice ID field.
- Since the Global Invoice ID field is on the Assign Expenses__EXPENSES TO, that’s:
where the VALUE LIST RELATIONSHIP is “STARTING FROM.”
- Turn on the “ALSO DISPLAY VALUES FROM SECOND FIELD” checkbox, and form the list, choose:
the DESCRIPTION FIELD. Since a LINE ITEM ID isn’t very meaningful by itself, you want to show the description too.
- Turn on the SORT BY SECOND FIELD radio button and click ok until all the dialog boxes are gone. You’re back on:
your ATTACH LINE ITEMS LAYOUT and your LINE ITEM ID field is formatted with your new value list.
- Switch to BROWSE MODE and use the new layout. If you type 1 in the Global Invoice ID field, you should be able to:
pick a LINE ITEM from the pop up menu
- When you pick a LINE ITEM from the pop up menu, the ASSIGN EXPENSES: EXPENSE LINE ITEM::DESCRIPTION field should:
show the selected line item’s description.
