Forum Discussion
ChayceDuncan2
Qrew Cadet
Read it a couple of times - and I think I get what you're saying. So basically do a full copy - but flag them in such a way that you can distinguish the ones that should be processed versus the ones that are simply placeholders that you want to do data entry but shouldn't be reconciled/processed etc. Is that right?
My suggestion would be to add a formula-checkbox or equivalent in your master records table that would determine based on todays date if that record is going to be processed.
So if record is monthly, this value is true. If record is quarterly, and today is in February, then false. But if on that same record, since we're now it's March, it toggles to true. If your record is Ohio and semi-annual - this checkbox is only true in June and December
Since you're copying these records month over month, you can include that checkbox or equivalent as part of your copy and store it in your new records, and then in your 'processing' table - you can just set up reports / filters against that value that was copied.
Does that sound like it might accomplish the task? Or did I miss it by a mile?
Chayce Duncan | Technical Lead
(720) 739-1406 | chayceduncan@quandarycg.com
Quandary Knowledge Base
My suggestion would be to add a formula-checkbox or equivalent in your master records table that would determine based on todays date if that record is going to be processed.
So if record is monthly, this value is true. If record is quarterly, and today is in February, then false. But if on that same record, since we're now it's March, it toggles to true. If your record is Ohio and semi-annual - this checkbox is only true in June and December
Since you're copying these records month over month, you can include that checkbox or equivalent as part of your copy and store it in your new records, and then in your 'processing' table - you can just set up reports / filters against that value that was copied.
Does that sound like it might accomplish the task? Or did I miss it by a mile?
Chayce Duncan | Technical Lead
(720) 739-1406 | chayceduncan@quandarycg.com
Quandary Knowledge Base
AnnetteGioia
6 years agoQrew Trainee
Thanks so much for your reply. That sounds like it may work. Now my issue would be creating the formula-checkbox in the master records table, as you suggested. The person that handled this before me had set up formulas to match certain filing frequencies. For example, one is named Feb, this will have the records with filing frequencies due in Feb, monthly, occasional. Another one is named Mar, this would be records with frequencies of monthly, occasional, quarterly... etc. I can't find the original source of these "fields/formulas" that he created. I guess I could just create the formula utilizing those fields/formulas that he set up. I wish this were my only job so I could really dive in, but I just manage the applications in addition to running my department.