trying to create a job number generator
OK so we're using Qbase for sales, so we track customers w/ "opportunities". Each customer can have multiple opportunities. For the purposes of production, we use a job number that, for now, we man...
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Justin, and then if they delete an Opportunity, then they get duplicate numbers.
While I agree that it can be done with the summary field and snapshots and lookups, my experience with my clients is that they rarely have a valid reason to number jobs sequentially within a year.
The reason is usually just that is how they "always used to do it" before Quick Base.
So typically its not worth messing around for the couple hours it takes to set it up.
Also, and importantly, you can't fix the historical orders so you then need an override field. It tends to get messy to get working.
So, yes it can be done if it is for some reason really important to the users and not just because that is the way they always used to do it in Excel and someone had the important status in the company as the giver of job numbers.
The reason is usually just that is how they "always used to do it" before Quick Base.
So typically its not worth messing around for the couple hours it takes to set it up.
Also, and importantly, you can't fix the historical orders so you then need an override field. It tends to get messy to get working.
So, yes it can be done if it is for some reason really important to the users and not just because that is the way they always used to do it in Excel and someone had the important status in the company as the giver of job numbers.