define value lists
A
value list
is a list of data values you can link to a field. The most common use for a value list is to provide a series of choices for the
user
, formatted as a drop-down list, menu, radio
buttons
, or check boxes. Value list examples include yes and no, a list of accepted credit cards or shipping
methods
, and the days of the week. Investment Minder uses two value lists: Account Type and Yes/No.
Account Type
. This list will contain the
names
of the four account types and will serve two purposes. First, by attaching it to the Account Type field on the Main layout, we can ensure that only these four text strings can be entered for the field and that there's no chance of spelling errors from one record to the
next
. Second, since you can use a value list as a
sort
specification, the Account Summary Report can be arranged in an order that matches the tab panels in Main (rather than just listing its sections
alphabetically
).
Choose File > Define > Value Lists. In the Define Value Lists dialog box, click New. The Edit Value List dialog box appears.
Click OK to return to the Define Value Lists dialog box.
Yes/No
. This value list will be attached to the Taxable field (found at the top of the Main layout). The process of creating this value list is identical to that presented for Account Type.
Name
the new list
Yes/No
. Select
Use custom values
; enter the following values:
Yes, No, ?
; and click OK.
Taxable field.
Switch to Layout mode (View > Layout Mode), select
Main
from the layouts pop-up menu, and double-click the
Taxable
field.
Note:
Radio buttons are
mutually
exclusive choices; that is, the user can select only one radio button for a given record.
Account Type field.
On the Main layout, double-click the
Account Type
field (to the right of the Taxable field).
In the Field/Control Setup dialog box, select
Drop-down List
from the Display as drop-down list and
Account Type
from the Display values from drop-down list. Click OK.
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