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DATA ENTRY

  • 1.  DATA ENTRY

    Posted 02-08-2020 11:11
    I am a new QB user. How does one add an employee's social security number (numbers and dashes)?  Should I just use the numeric feature and just forget about inserting dates between sets of numbers?

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    Bruce Kasen
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  • 2.  RE: DATA ENTRY

    Posted 02-08-2020 11:18
    I suggest using a numeric field for data entry and then a formula to display with the dashes. I can help with that formula if you like. It would also be possible to have a Custom Data Rule to validate the number. I assume it has to have a certain number of digits and there must be a check digit which could be validated.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: DATA ENTRY

    Posted 02-09-2020 18:12
    Hi Bruce,
    There are a variety of approaches. If you want to have the data entered as pure numeric, then i would use a numeric field for data entry, and then a formula field to display in the traditional format.

    var text SSN = Trim(ToText([SSN Numeric]));

    var text SSNFormatted=
    List("-",
    Left($SSN,3),
    Mid($SSN,4,2),
    Right($SSN,4));

    IF(
    Length($SSN) = 0, "Missing SSN",
    Length($SSN) <> 9,"Invalid SSN",
    $SSNFormatted)

    Note that for this formula to work, you will need to insert your data entry field name into the first line (or call it [SSN Numeric] like I did) and also set that field's properties to not treat blank as zero.




    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 4.  RE: DATA ENTRY

    Posted 02-10-2020 22:20
    Mark, thank you for your Feb 9 reply to my question (Re: Data Entry).
    I'm doing something wrong.
    1. I named the field SSN Number
    2. I used a Numeric - Formula in the Basic, Type section
    3. I typed in the formula as follows:
      • var text SSN = Trim(ToText([SSN Number]));
      • var text SSNFormatted=
      • List("-",
      • Left($SSN,3),
      • Mid($SSN,4,2),
      • Right($SSN,4));
      • If(
      • Length($SSN)=0,"Missing SSN Number",
      • Length($SSN)<>9, "Invalid SSN Number",
      • $SSNFormatted)
    4. I get an error message for the first line that reads " Column: 27>Field [SSN Number] is not identified.
    Thoughts?


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    Bruce Kasen
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  • 5.  RE: DATA ENTRY

    Posted 02-11-2020 07:26
    Bruce,

    You need two fields to make this work, one that the Users enter their data and then one that holds the formula.

    For example
    SSN Entry
    This where they will type 123456789

    Then SSN Number will use the data in SSN Entry to create the  formatted out put you want
    Your first variable declaration would change to:
    • var text SSN = Trim(ToText([SSN Entry]));


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    Don Larson
    Paasporter
    Westlake OH
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