I hope I can explain this well. In a db for Vacation requests, we have a view that categorizes all requests by the requester. What I have been asked for is the capability to “click on one persons name, and be able to print out all their leave dates”.
Now, I realize that Notes isn’t relational, but I figure that it could be possible for them to click a row in view A, click an action, and bring up view B created by formula that somehow selects only those docs whose name matches the one they highlighted in view A. Does that makes sense? So, in effect, perhaps view B would have selection criteria like below
SELECT ((Form = “Vacation”) & (Name = HighlightedName))
Obviously, the part between the underscoring is where I’m not sure. How can I extract the Name field from the original entry form (that is related to view A). Please help!! Thank you!
Subject: Combining related docs from one view into another
Funny that you should ask now, but see this:
http://searchdomino.techtarget.com/tip/1,289483,sid4_gci968478,00.html
@SetViewInfo does just what you want in a categorized view.
Subject: Combining related docs from one view into another
Look into single category embedded views. Basically, you’ll create a view categorized by name into a form. The form should have a field which inherits the name from the selected document. You can have the embedded view show only documents in the category matching the value of that field.
Subject: Combining related docs from one view into another
This might work better…Build a view called MY VACATION TIME and use the following formula:
SELECT Form = “YOURVACATIONFormName” & usernamefield = @Name([CN];@UserName)
Add a button somewhere called , MY VACATION TIME that users can click to access ALL their vacation time.
Hope this helps!
Subject: RE: Combining related docs from one view into another
WARNINGWARNINGWARNINGWARNINGWARNING
If you use @UserName in a view selection formula, it must be some flavor of private view. @UserName will not work in public views. Read the documentation for further detail. Lots of newbie developers get themselves hung up on this one; don’t let it happen to you.
Subject: RE: Combining related docs from one view into another
I have implemented this to work, however, the problem I seem to be having is the ability for, for instance, an AA to click on anybody’s name, click an action to open the view with the SELECT formula mentioned above. Now, I realize that obviously clicking on a name itself (used as a category) won’t do anything, because it’s not an actual record. But is it somehow possible that, by clicking on one of Joe Smith’s vacation requests, that clicking the action can somehow pass the name field through to the view it links to? I’m so close I can taste it!