Forum Discussion
- QuickBaseCoachDQrew CaptainYou can create your own formula text field to have some text like JUN 17
var date MyDate = [Due Date];
List(" ",
Case(Month($MyDate),
1,"JAN",
2,"FEB",
3,"MAR",
4,"APR",
5,"MAY",
6,"JUN",
7,"JUL",
8,"AUG",
9,"SEP",
10,"OCT",
11,"NOV",
12,"DEC"),
ToText(Day($MyDate)))
As for the automated email, if you just want a single email you can use a Reminder
https://help.quickbase.com/user-assistance/creating_a_reminder.html
or else create a report filtered where the [userid to be reminded] is the current user
and
[due date] is on or before 14 days in the future.
Then you subscribe all managers ot that Report Subscription. - NicoleCordeiro1Qrew CadetThanks Mark! You're always so helpful! The first part worked like a champ but the portion where I create the report doesn't recognize "due date" as a date b/c it's a text formula field now. Am I understanding that right?
- QuickBaseCoachDQrew CaptainFor the report filters you would use the real date field but in the fields or columns on the report you would use your abbreviated text field.
- NicoleCordeiro1Qrew Cadetcopy that. Will it matter that the year is in the old due date column? I'm only asking because they're the employee's hire date. (performance appraisals are done yearly based on their hire date)
- QuickBaseCoachDQrew CaptainOk, now I understand your question. I will post back when I get a chance. I misunderstood your question and thought that you just wanted a cosmetic formatting change to a date field.
- QuickBaseCoachDQrew CaptainHere is a formula which presumes that you also want to allow for a review date Anniversary different from the hire date.
var date HireDate = If(not IsNull([Hire Date Override for Anniversary & Vacation]),[Hire Date Override for Anniversary & Vacation],
[Hire Date]);
var date AnniversaryThisYear = Date(Year(Today()), Month($HireDate), Day($HireDate));
IF($AnniversaryThisYear < Today(), AjdustYear($AnniversaryThisYear,1), $AnniversaryThisYear)
The effect of the formula should be to provide the next Anniversary date so if the Anniversary has just passed, then it jumps a year ahead. Feel free to post back if there are any syntax errors you can't solve. - NicoleCordeiro1Qrew CadetI went ahead and just made the dates in the date column to all include 2019. I'm still running into an issue with reminders/notifications when it comes to notifying their Supervisor that a performance appraisal is due. (table example below)
So how do I make sure that Lonnie and Oreste are always linked with Mark b/c they're on Mark's Team. And then when it comes time for their eval, say maybe 7 days prior to the [eval due date] (the above example are past due, but you know what I mean), how do I ensure that Mark is notified and not all the other Supervisors?
Does their need to be a relationship? - NicoleCordeiro1Qrew Cadetalso, I'd like to mention that the above table is within an app that already contains a Supervisor table.
So maybe I can link them together ? - QuickBaseCoachDQrew CaptainThe Employee table will need to have a user type field with the Supervisor's userid. If the current Supervisor's table does not have that, then I suggest that you add that as a field and populate it.
Then, yes make a relationship where 1 Supervisor has many EE's and look up the Supervisor userid.
Then you will decode if you want to create a Reminder or a subscription type Notification. A reminder will only fire once. A Subscription to a Report can keep harassing the Supervisor until they get the review done. - NicoleCordeiro1Qrew Cadetcopy that. Does a Supervisor ID have to be like a number or can it be their Name? That's how I have it now. [Supervisor Assigned] and their name in that field.