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DebLeli's avatar
DebLeli
Qrew Trainee
7 years ago

how to automate assigning case numbers with each new record starting with 19001

When creating a new record, I would like QB to automatically assign the next sequential number.  There are several users and each lab/webinar we do, must be assigned a C-XXXXX number.  Currently we ac...
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QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
7 years ago
Deb,
Another solution is to simply use the [Record ID#] to make a formula field to make a sequential number based off the Record ID# field.

ie "C-" & ToText([Record ID#])


It will not start with the Year number. You can import from excel and delete enough records to roll the record ID# ahead to say 30,000 and just count forward from there.

You may want to number based on the year, but there may really not be a good reason to do that, other than that is always how you used to do it.

So, I'm just offering up an alternative solution.
  • AlexCertificati's avatar
    AlexCertificati
    Qrew Cadet
    7 years ago
    You could as well do arithmetic to the Record ID# before converting to text, no?
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    Y es, but in these situations I always feel better if the [Record ID#] is the Order number or claim number, whatever the table represents. I just think it�s worth taking the five or 10 minutes to load up an Excel sheet import a bunch a records and delete them. It is like once in your life that you spend is 10 minutes and then for the eternity there�s no confusion over the difference between those two numbers. For example maybe the user is doing a search on order number 12345. This way they will only get one yet unless that number happened to appear in some other field.
  • AlexCertificati's avatar
    AlexCertificati
    Qrew Cadet
    7 years ago
    I understand. Good point. Thanks for the answer.