Automated Project Number
Hi there! I use QuickBase to keep track of projects, (project title, project number, etc.). I have a field called project number that takes the last two digits of the year ("YY") and the sequentia...
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MarkShnier__You
Qrew Legend
Qrew LegendThere are different ways to do this. Here is one.
Load up a table of numeric Years for the next 20 years. so 2020 2021 etc. Make that the Key field.
Make a relationship to your projects table where the reference field on the right is a formula with the formula of
Year(ToDate([Date Created])
Make a numeric field on projects called [Yearly Sequence Number].
On he Relationship Make a summary of the Maximum of the [Yearly Sequence Number]. call it [Current Yearly Sequence Number]
Make a formula called [Next Yearly Sequence Number] as [Current Yearly Sequence Number] +1
Look that up down to Projects.
Make a numeric field called [Sequence Number Maintained by Automation].
Make an Automation that triggers when a project is added to Edit he Project and set the field [Sequence Number Maintained by Automation] to the value of [Next Yearly Sequence Number] of the Trigger record.
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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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Load up a table of numeric Years for the next 20 years. so 2020 2021 etc. Make that the Key field.
Make a relationship to your projects table where the reference field on the right is a formula with the formula of
Year(ToDate([Date Created])
Make a numeric field on projects called [Yearly Sequence Number].
On he Relationship Make a summary of the Maximum of the [Yearly Sequence Number]. call it [Current Yearly Sequence Number]
Make a formula called [Next Yearly Sequence Number] as [Current Yearly Sequence Number] +1
Look that up down to Projects.
Make a numeric field called [Sequence Number Maintained by Automation].
Make an Automation that triggers when a project is added to Edit he Project and set the field [Sequence Number Maintained by Automation] to the value of [Next Yearly Sequence Number] of the Trigger record.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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