Forum Discussion
- QuickBaseCoachDQrew CaptainDo you just need to be able to run a report of record within a certain number of days ahead of a fixed date, or is this an Anniversary date question - like the equipment was purchased on July 1 2015 and you need a reminder each year X number of days before each and every July 1st as time marches on.
- billrumburgQrew MemberWhat we do is keep track of inspections of many clients with many pieces of equipment. Each piece of equipment has a date of inspection and we need to run a report prior to the expiration of the date (typically one year) to allow us to contact and schedule another inspection.
- QuickBaseCoachDQrew CaptainI suggest that you make a formula date field to calculate the Next Inspection Anniversary Date. I'm not sure how this might vary between different types of equipment, but for example if it was always a certain number of years from the Inspection Date, then you can have a field to enter that # of years (perhaps defaulting to 1) and then have a formal field
[Next Inspection date] which is a date formula field of
AdjustYear([Inspection date],[# year between inspections])
Then you can make various reports with filters such as
where
[Next Inspection Date] is on or before 30 days in the future