Using variable inputted by user to filter records

VITOPIEPOLI

Forums

Hi,
I am trying to customise code Brian showed in his very helpful videos in IDEAScripting.com youtube channel.

What I am trying to do here, is to let the user insert:
1) a list of date representing Bank Holidays to give the transactions post in that date an higher risk while selecting journal to test.
2) a list of name related to power user that in theory should not post any transaction
3) a list of words to look into for suspicious transaction description.

Then to use each of these objects in the formulas(attached an example of the first case, the number 5 is the risk level of the transaction).
I don't need it to be embedded in dialog box, but just in the form of
insert /
add to the list/
close button when complete

Do you think is it better to store the information in a temporary table or to create an actual one that can be stored for subsequent review?

Thank you in advance for your help.

Vito

Brian Element Thu, 10/29/2020 - 19:20
Are you going to be reusing the information, if so you might want to create an equation and then just reuse it or maybe a custom function. Is it going to change often so you need the user to update the information each time it is run?

VITOPIEPOLI Fri, 10/30/2020 - 11:37

Hi Brian,
thank you for your reply.

I was looking for something along the line of the code attached to create the database. In this case Management that should not be able to post any transaction.
Then I need to look up the names to the actual transaction and append a field with 1 if the transaction has been inputted by the management and 0 if not.
After creating the table, I joined the table to the GL, then I have appended a field that compare the two record.
Then I tried to join the new database to the original one but can't find an unique key.

I there any way to append a field to the audited database and point to the newly created table?
Many thanks