I'm designing a sales prospect form. I have added a repeating section
control for the "Call Log". The user will "insert a new call" to
document the telephone calls between the user and the prospective
client. My question today is: How do I set it up so the user can hide
old calls without actually deleting them if the call log gets too long?
Any help would be appreciated. Thanks!
Teri
olivier - 04 Mar 2005 15:45 GMT
This isn't a direct answer but in your case, I wonder if you shouldn't use
the master details controls that allows you to browse only a field of a
bigger database?.
> I'm designing a sales prospect form. I have added a repeating section
> control for the "Call Log". The user will "insert a new call" to
[quoted text clipped - 4 lines]
>
> Teri
Teri - 04 Mar 2005 15:54 GMT
I don't think that would work for me right now because I won't be using
a database right away. The current plan is to store the forms on a
Sharepoint site. Thanks though, I will read up on master details to see
what they can do for me in the future.
Teri
> This isn't a direct answer but in your case, I wonder if you shouldn't use
> the master details controls that allows you to browse only a field of a
[quoted text clipped - 8 lines]
> >
> > Teri
olivier - 04 Mar 2005 15:49 GMT
This isn't a direct answer but in your case, I wonder if you shouldn't use
the master details controls that allows you to browse only one row of a big
table.
> I'm designing a sales prospect form. I have added a repeating section
> control for the "Call Log". The user will "insert a new call" to
[quoted text clipped - 4 lines]
>
> Teri
Greg Collins [InfoPath MVP] - 05 Mar 2005 00:17 GMT
I'm assuming that there is a date involved in the call log.
You will need some date field indicating what is the oldest date to still show. If the user wants to hide old calls, the date field is populated, otherwise it is blank.
Then you would create a filter on your table based on your new date field:
filter: oldestDate 'is not blank' AND callDate 'is greater than or equal to' oldestDate
when the user wants to see all calls, just clear the oldestDate field.
You could just expose the oldestDate field to the user and allow them to choose the date that goes in there (you could prepopulate it with, say, 2 weeks back or something).
Hope this helps.

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Greg Collins [InfoPath MVP]
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I'm designing a sales prospect form. I have added a repeating section
control for the "Call Log". The user will "insert a new call" to
document the telephone calls between the user and the prospective
client. My question today is: How do I set it up so the user can hide
old calls without actually deleting them if the call log gets too long?
Any help would be appreciated. Thanks!
Teri