Forum Discussion

LMH381's avatar
LMH381
Qrew Member
15 days ago

Project Names/ #s

I want to do a couple of things:

  1. I want to auto number our projects - is there a way to do so?
  2. I also want to create a field for a project name that is a combination of 4 other fields and autofills in - how can I do this?

Thanks!

  • So you have two questrions.  The easy one first.

    The syntax of the List function is to separate non null fields with the separator string define as the first parameter.  Also the List function only works for text fields so you need to use the ToText function on the [Project number].

    So if you want the separator character to be a space, then it would be 

    List(" ", ToText([Project Number]) , [Customer Code], [Jobsite City], [Jobsite State]))

    For the [Project number]  you can make a formula which would result in your desired format, by taking the [Record ID#] and adding say 111000 to it.  

    [Record ID#] + 110000

    But if the app is still under development and there is no real data yet, you might consider seeing what your current highest Record ID# is  and then literally going into excel and creating almost 110000 records and then importing those into the project table and then deleting them.  That will run up the Record ID# counter and then you can cleanly have the Record ID# match the [Project Number] for ever more making things simpler in the future. then inch your way up to 111000 by adding records manually  and deleting them.

    But be cautioned, that the only way to reset the Record ID# down to a lower number is to make a copy of the app without data and he counter starts off at blank/zero again, so don't overshoot.

     

     

  • The best was is to leverage the built in [Record ID#] field.  But please please don't rename that field. Just make a formula numeric field called [Project #] and make the formula

    [Record ID#]

    Or if you want another numbering scheme like 0001. 0002. 0025 etc like leading zeros there are easy ways to do that formatting.

    As for the Project Name field you just make a Formula field such as

    List(" ", [Project Name Entry] , "#" & [Record ID#], [Division], ToText(Year[Project Start Date]))

    The result would be like

    OakPines #123 Foundations 2025

     

     

     

     

    • LMH381's avatar
      LMH381
      Qrew Member

      Or if you want another numbering scheme like 0001. 0002. 0025 etc like leading zeros there are easy ways to do that formatting. <-- I would like to start at 111001 and would like to sequentially increase from there. I assume you still would suggest using a formula numeric field named Project #? If so, what would that formula look like?

      RE: Project Name field

      If I wanted to use Project Number, Customer Code, Jobsite City, Jobsite State fields - the correct formula should be the below?

      List([Project Number] , [Customer Code], [Jobsite City], [Jobsite State]))

      Result?

      11101 MWL City State

  • The simple answer is yes to both, however in order for your questions to be answered here on this forum, you'll need to provide a little more information. 

    Do your projects have parent records? Not too clear on where these combines fields are coming from in order to then use that when creating projects from the parent record. But I believe you can add that to a custom URL button that will populate that info in the Project record when it's created. 

    When you say "number our projects", are you thinking sequential numbering? If so, the projects should be a child to a parent so you can roll up the number of projects already created, and then bring that number back down to the child record (project) as a look up, so you could then add 1. 

    Here is a previous post on this: https://community.quickbase.com/discussions/quickbase-discussions/creating-a-unique-identifier/40285

     

    • LMH381's avatar
      LMH381
      Qrew Member

      I do want sequential numbering, but not as Parent/ Child (not yet anyway =)). I want each Project # to be its own 'parent' - I just want to start at a certain number and increase from there.