How i send old record in another view

dear sir Everyr body can help me plz.

 my question is if you don't want to see 

 unnecessary document which is more then 

 one year old record how can i remove it 

 into another view 

              Regards

            mrityunjay

Subject: How i send old record in another view

Hi mrityunjay,

all you need is (at least) two views, the documents and a background agent.

I assume that the documents are all created and edited with a Form"YourFormName" - please adjust that appropriately.

view one (the one you have been using all the time) needs an adjusted selection formula as follows:

SELECT Form=“YourFormName” & flg_outdated!=“1”

view two (the new view that shall hold the (outdated) documents older than one year) may need to be created and then given the following selection formula:

SELECT Form=“YourFormName” & flg_outdated=“1”

finally create the agent, type “manually from action list”, “run on all documents in the database” & “formula” and give it the following formula:

SELECT Form=“YourFormName” & ((@today-@created)/24/3600 > 365)

FIELD flg_outdated=“1”

The agent will set the flg_oudated to 1 for all documents that are older than 365 days in the database (with the specific Form).

HTH,

  • Florian

Subject: almost forgot …

… once you’re done with testing and everything don’t forget to set the agent to run on schedule :slight_smile:

  • Florian