I have a proposal database (web application) and need the managers to only see their sales people. My 1st thought… create a sales manager field on the form and use @NameLookup. This combined with a form + embedded view indeed works IF the document is newly created or open and saved again (forces computed fields to re-calc). …BUT what about the other 1000 or so old docs? I tried a refreshalldocs agent on a view and it started to work but hit a snag about 200 docs into it… something about invalid date/time in field!?! Not certain which doc would be causing the problem… any ideas? …maybe I need to use an OnError Resume Goto Next or something. I’m just using a formula now. Is there a way to just do the filter this at the view level and not even have a field on the form? I tried the @Contain(@NameLookup…) in a column formula and used the sales person field as the key with the return value of “Manager.” Did not take me long to find out you cannot uses these formulas in column/selection formulas. There must be a way in a view… thanks in advance team. Here’s a thought… wonder if I could change the link to point to a URL with …?openagent vs. the standard view URL? …maybe it could generate the data and present.
Subject: Column formula question
The refreshalldocs formula runs all computed formulas on a form- might also do the validations- yeah, it should- so, I would look at the documents it failed on. Open one up in edit mode- make a nominal change in - the press F9- you will see the place it is failing- then fix that issue.
Subject: RE: Column formula question
Thanks (and this might be obvious - so please excuse)… but how do I see which document it is failing on? I just see a progress bar (running from action menu) then an error dialog that says invalid date/time in field. It does not say which doc.