Set Same Date Each Year
This may be a simple solution, but I am unable to figure out how to do it. We have created a new app that requires yearly review of records. All reviews are due by June 30 of each year. The first dat...
Forum Discussion
if we are safe in making the assumption that these annual reviews would be done in the back half of your fiscal year whuch means they would in practice be done during January to June, then try this
LastDayOfMonth(AdjustMonth(FirstDayOfYear([Last Annual Review]),17))
The formula for the [Last Annual Review] can be the
Max(Date( 2023,06,30), [my summary field of the most recent annual review date])
The above would set that last annual review date at June 30, 2023 for all Children records which don't yet have any reviews and hence the formula will calculate the next (and first) reviews due June 30, 2024. Once they do a review say dated June 1, 2024, then next review due date will become June 30, 2025.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Thanks Mark....once again you came through for me. This is exactly what I needed.
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Amy Gosz
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