Forum Discussion
Thanks Mark, The override field on the Task sequence number solution would be the route I need to take. Would you be able to provide the steps I would need to take? Thank you again.
OK, the setup is a bit circular so let try the steps.
- Create a formula numeric field called [Task Sequence]. Leave the formula Blank.
- On the Relationship where 1 Initiative has many Tasks, between Create a Summary (Maximum) of [Task Sequence]. Call it [Current Max Task Sequence]
- Lookup the value of [Current Max Task Sequence] down to Tasks, but call it [Current Max Task Sequence (lookup)]
- Create a new Numeric (not a formula field, just numeric) field called [Max Task Sequence Snapshot] and at the bottom of the Field Properties set it to be a snapshot of the field [Current Max Task Sequence (lookup)]. Do not "Initialize".
- Create a New field in Tasks called [Task Sequence Override]. Set the checkbox in field properties to not treat blank as zeros.
- Go back to the formula field for [Task Sequence] and make the formula: IF(not IsNull([Task Sequence Override]), [Task Sequence Override], [Max Task Sequence Snapshot] + 1)
Try setting that all up and then we can touch base again. :)
- HomeTownHero10 months agoQrew Trainee
Hi Mark, It totally works! Your steps/guide allowed me to complete my assigned task and now I have a better understanding of QuickBase logic as well. Many many thanks Mark.
- HomeTownHero10 months agoQrew Trainee
Hi Mark, Discovered that the solution works for existing initiatives with existing tasks but not for a new initiative and the first task created. My tests on the first Task Sequence number of new initiatives is generating a 2 rather than 1.
- MarkShnier__You10 months ago
Qrew Legend
Can you contact me directly at mark.shnier@gmail.com and I will have a look?