If you've marked this formula field as unique (must be unique is checked), you won't need any form rules, just attempt to save a new record with a known duplicate value and the standard built-in error message will appear.
If your users will always use the form to enter data and save records, a simple approach is to have a formula field to join {using list()} these two fields and make this field unique, resulting in something: "Q1-2025". You'll also want to have the fields Quarter and Year required so this formula field will always have a value.
The standard/built-in error message will display when the user attempts to save the record.
If this ends up being too restrictive on this table, you can always add another field to the formula to capture uniqueness, except Record ID.
Hey Mez,
Thanks for that. I created a formula field called "Quarter-Year Duplicate Check" where I combine the text for the two fields using the formula "[Reporting Quarter] & "-" & [Reporting Year]". The text it returns is like "Q1 - 2025", but I'm having trouble figuring out the next step from here.
On my form, I can't think of how to add a rule that will on record-save, check for duplicates records. Any other suggestions?
If you've marked this formula field as unique (must be unique is checked), you won't need any form rules, just attempt to save a new record with a known duplicate value and the standard built-in error message will appear.
Mez,
Ahh, thank you! I just made the field unique and now it works. Do you know if there's a way I could change the built-in error message? I want it to be more readable for users? I assume for this, I would have to do it using a form rule?
Please let me know.
