See the details of each of these steps below as well as some alternative methods and enhancements. Create a filter button, “Show Selected,” that either goes to related records based on a relationship built with the global field, or run a find script that loops through the IDs in the global field and finds each record.Define a button on the layered layout objects that toggles the checkbox by adding or removing the current record’s ID to or from the list in the global field.Created layered layout objects for the checkbox and use conditional formatting to show or hide the checkbox based on whether the current record’s ID exists in the global field.Create a global field to hold a list of selected IDs.There are four basic steps which are outlined in detail below. To see this technique in action, download the “Free Contact Manager Database” using the form in the sidebar or by visiting the Inspired Business Suite webpage. But, how do you use a global field, which by definition allows only one value per table, to allow you to select multiple records? With the technique explained below, we will do just that. With a global field, however, the value of the field is session-based: meaning what one user does will not affect other users. So, if you have more than one user wishing to select different records, their selections will interfere with one another. The problem with this is that when one user selects a checkbox, that record is flagged for all users. Your first thought may be to create a field in the table to act as a flag and place it on a list layout as a checkbox allowing users to check the records they want. The ability to manually select individual records for filtering is useful and often necessary, but is not as straight forward as you might think. Click checkboxes to manually select records from a list.
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