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How to manage manually selected lists of records

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dvanhook
5 - Automation Enthusiast
5 - Automation Enthusiast

Hello -- we have a base with about 5000 restaurants listed in it, and our editorial team needs the ability to easily put together ad-hoc lists of selections from that set.  They might start by filtering for all the records in a particular city (Chicago), but then need the ability to manually remove records from that basic set.  

What's the best way to go about doing this in AT?  In FileMaker Pro (where we're migrating from), you could do a Find and then simply manually Omit records from that found set.  Is there a similar way to do this in AT?  Or would we need to do something like create a new field, and then add a value to that field for all the records we want to manually group?

Thanks very much - loving AT so far!

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Josh_Colina
6 - Interface Innovator
6 - Interface Innovator

Hi there! I'd agree that filter rules are your best bet - depending on how ad-hoc your needs are, you could just add a checkbox field (maybe titled "Omit") and set your filter such that it only shows records where the city is [insert] and the field {Omit} is blank. This would let you manually check-off anything you don't want to appear in the view after doing a more basic filter.

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Josh_Colina
6 - Interface Innovator
6 - Interface Innovator

Hi there! I'd agree that filter rules are your best bet - depending on how ad-hoc your needs are, you could just add a checkbox field (maybe titled "Omit") and set your filter such that it only shows records where the city is [insert] and the field {Omit} is blank. This would let you manually check-off anything you don't want to appear in the view after doing a more basic filter.