I am creating an Interface. At the top of the screen the user inputs an Account Number.
Enter Account Number: (for ex:) 101 99999
Based on the Account Number entered, I display all the records for that Account Number selected which can be from anywhere from 1 to 5 rows with 3 columns of data (Quantity, Property Type, Symbol) per record as follows in the middle of the screen.
For example: Account Number 101 99999 (Middle Section of Non excluded records)
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Exclude Quantity Property Type Symbol
X 100 STOCK MSFT
$2000 CASH
100 MF ILAF
250 MF ILAF
X 500 MF SKMT
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update button |___|
This middle section shows all the records for a given Account Number that should be included on various reports.
The user can place an X in front of any of these records in the Exclude column to let me know that these records should be removed from this section and placed in the bottom section.
The bottom section represents Account Numbers that should be Excluded from various reports.
Thus, the middle section shows all the records for a selected account number that should NOT BE Excluded from reports. If the user places an X next to any of these records, then when they hit an update button, the items in the middle screen tagged with an X will be reclassified to a report at the bottom of the screen showing Excluded records for ALL Account Numbers.
In the bottom report, if the user places an X in front of a record, that means that these records should be reclassified back to the middle section as Non Excludable records. This will be the case when a record was accidentally removed from the middle section of NON Excludable records and mistakenly move to the bottom list of Excludable records.
(Bottom Section of Excluded records)
for example: Include Quantity Property Type Symbol
100 STOCK MSFT
500 MF SKMT
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update button |___|
How would you display the variable number of records on the screen ? Would you place a check box in front of the records or would you make the X a field in the record/table ?
