Forum Discussion

AmyGosz1's avatar
AmyGosz1
Qrew Trainee
11 months ago

Create one Child Record per Year

Each Parent record needs an annual review. I want to avoid someone creating two records for the same year. However, since I can't use a look up field (Parent Account#) in a unique field formula, I do...
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
11 months ago

It sounds like account # is a lookup field, which cannot be used in a unique formula.

But the field for Related Parent] can be used in a unique formula because it is not a lookup field.



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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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  • AmyGosz1's avatar
    AmyGosz1
    Qrew Trainee
    11 months ago

    HI Mark....I did try several different ways of writing the formula using Related Parent but it keeps coming back as not compatible to be unique. The field 'Visit Year' is a formula numeric field using the Date Created field. The concatenate field is Numeric Formula. Here is my formula which does not indicate any error until I click Unique and try to save

                    ToNumber([Related Home] & [Visit Year])

    Error: This formula is incompatible with this field being marked unique. Please change the formula or uncheck the unique checkbox.

    I have tried this also as Text formula - same response. 



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    Amy Gosz
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