I think that it could be done automatically and then there could be an overrode by authorized Roles.
Feel free to contract me directly by my email signature and we can take this off line.
But if you think you can figure this out yourself, I think that the answer would be to pre calculate the the highest Term (Summary Maximum) so far for each of these Lease Types
Primary Term Escalation
Option Term
Holdover
That would assume that you already have a structure where 1 Primary Lease has many Child Lease Extensions (Escalations, Options or Holdovers) .
Then create Summary fields to get the Maximum (only) [Record ID#] for those three.
Then we make a button to ADD Lease and it would know which Previous Lease to attach to and it would pre-populate the field for Related Previous Lease.
Give that a try and feel free to post back with questions or contact me by the email in my signature line for one on one help. It's not a big project, probably an hour to get it working.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.commark.shnier@gmail.com
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