Forum Discussion
EstherGrandal_D
7 years agoQrew Cadet
We are going to build a Field call [Quote Number]
You have a table called "QUOTES"
1) You need to have a parent table I suggest to call it s call it "YEAR" probably you already have it , otherwise you need to create it to get the last number and follow up correlative in the next record.
2) you need to set up in Parent Table of this relationship a Summary Field that calls to the max value of the field we are creating now. [Max Quote Number]
This Summery field is in the parent table in this example table called YEAR
in this case this field is called [Quote Number], and the new field will call [Max Quote Number]
Then you will create another field in the Table QUOTES it is a lookup field and you need to make it fix so we will make another field text snapshot of this one because the [Max Quote Number] will be changing and we want a static number ( this is the key of the successful of this sett up).
https://help.quickbase.com/user-assistance/setting_up_snapshot_fields.html
Now we have a [Max Quote Number Snapshot] in our Table QUOTE, that gives us the previous number.
This is the Field we are building now, and this will be the formula you need to use now in [Quote Number] ;
List("",
Right(ToText(Year(ToDate( [Date Created]))),2),
Right(List("",(("0000")),(ToText(( ToNumber ([Max Quote Number Snapshot])+1))))
,4))
It works perfectly , I tried it
.
You have a table called "QUOTES"
1) You need to have a parent table I suggest to call it s call it "YEAR" probably you already have it , otherwise you need to create it to get the last number and follow up correlative in the next record.
2) you need to set up in Parent Table of this relationship a Summary Field that calls to the max value of the field we are creating now. [Max Quote Number]
This Summery field is in the parent table in this example table called YEAR
in this case this field is called [Quote Number], and the new field will call [Max Quote Number]
Then you will create another field in the Table QUOTES it is a lookup field and you need to make it fix so we will make another field text snapshot of this one because the [Max Quote Number] will be changing and we want a static number ( this is the key of the successful of this sett up).
https://help.quickbase.com/user-assistance/setting_up_snapshot_fields.html
Now we have a [Max Quote Number Snapshot] in our Table QUOTE, that gives us the previous number.
This is the Field we are building now, and this will be the formula you need to use now in [Quote Number] ;
List("",
Right(ToText(Year(ToDate( [Date Created]))),2),
Right(List("",(("0000")),(ToText(( ToNumber ([Max Quote Number Snapshot])+1))))
,4))
It works perfectly , I tried it
.