Forum Discussion
Quick_BaseJunki
Qrew Captain
Below is an example formula you can use for the Quotes. For the Jobs, what is the Department ID-estimator? Is this a static number/text or is it based on the person who did the estimate? Also, is there a reason for the three digit format? Is it possible to have more than 999 quotes for a single department?
Quotes (Formula text field)
var text ThreeDigit = Case(Length(ToText([Record ID#])),1,"00",2,"0");
var text Department = Case([Department],"Fabrication","F","Construction","B","-");
$Department & Right(ToText(Year(ToDate([Date Created]))),2) & $ThreeDigit & ToText([Record ID#])
Quotes (Formula text field)
var text ThreeDigit = Case(Length(ToText([Record ID#])),1,"00",2,"0");
var text Department = Case([Department],"Fabrication","F","Construction","B","-");
$Department & Right(ToText(Year(ToDate([Date Created]))),2) & $ThreeDigit & ToText([Record ID#])
Quick_BaseJunki
6 years agoQrew Captain
Interesting, did you copy all three lines of the formula as they show above? I do not get any errors. You would need to have a multiple choice field called Department with the vales of Fabrication and Construction. If you don't have a field like that you can use the following, but the "F" would be hard coded and not dynamic.
var text ThreeDigit = Case(Length(ToText([Record ID#])),1,"00",2,"0");
"F" & Right(ToText(Year(ToDate([Date Created]))),2) & $ThreeDigit & ToText([Record ID#])
You can take a similar approach for Jobs. Here you would need to have multiple choice fields for Department and Estimator ID. This is just an example to show that what you're trying to accomplish is possible. If Estimator is a User field and you want initials, that's possible, but more complex.
var text ThreeDigit = Case(Length(ToText([Record ID#])),1,"00",2,"0");
var text Department = Case([Department],"Fabrication","20","Construction","10","--");
Right(ToText(Year(ToDate([Date Created]))),2) & $ThreeDigit & ToText([Record ID#]) & "-" & $Department & [Estimator ID]
If you're still getting an error with the first formula, please paste what you've entered here, so I can see what might be causing the issue.
var text ThreeDigit = Case(Length(ToText([Record ID#])),1,"00",2,"0");
"F" & Right(ToText(Year(ToDate([Date Created]))),2) & $ThreeDigit & ToText([Record ID#])
You can take a similar approach for Jobs. Here you would need to have multiple choice fields for Department and Estimator ID. This is just an example to show that what you're trying to accomplish is possible. If Estimator is a User field and you want initials, that's possible, but more complex.
var text ThreeDigit = Case(Length(ToText([Record ID#])),1,"00",2,"0");
var text Department = Case([Department],"Fabrication","20","Construction","10","--");
Right(ToText(Year(ToDate([Date Created]))),2) & $ThreeDigit & ToText([Record ID#]) & "-" & $Department & [Estimator ID]
If you're still getting an error with the first formula, please paste what you've entered here, so I can see what might be causing the issue.