Solved
Check for Data & Time for all records
I have a field formula - text.
I am trying to write a formula to check and see if all Assignments have a Date Scheduled and a calendar time.
If they do, then I need the Text in the field to be a "YES" otherwise a "NO"
The number of assignments can vary, but regardless of the number of assignments, I need to ensure that all assignments have a scheduled date and a calendar time.
I have to incorporate this part of the formula into a bigger formula that I am working out, but I am stuck on this portion of it because of the fact that there could be 1 assignment or there could be many assignments and I am not too well versed yet in determining how to go about catching all assignments.
Any pointers, thoughts, ideas, etc that any of you can provide is greatly appreciated!!
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Andrew
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I am trying to write a formula to check and see if all Assignments have a Date Scheduled and a calendar time.
If they do, then I need the Text in the field to be a "YES" otherwise a "NO"
The number of assignments can vary, but regardless of the number of assignments, I need to ensure that all assignments have a scheduled date and a calendar time.
I have to incorporate this part of the formula into a bigger formula that I am working out, but I am stuck on this portion of it because of the fact that there could be 1 assignment or there could be many assignments and I am not too well versed yet in determining how to go about catching all assignments.
Any pointers, thoughts, ideas, etc that any of you can provide is greatly appreciated!!
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Andrew
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Best answer by LauraThacker
In order to determine whether all child records have the required data populated; you need to build two summary fields created in the relationship between this table and the parent-table. You then need a formula-text field to evaluate the two values in the parent-record.
1. Summarize the count of child records
2. Summarize the count of child records where the [Date Scheduled] is not empty and [Calendar Time] is not empty
3. Build a formula-text field [All Assignments Complete?] to determine if these two summary-count values are equal and generate a Yes or No output if they do not match.
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Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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1. Summarize the count of child records
2. Summarize the count of child records where the [Date Scheduled] is not empty and [Calendar Time] is not empty
3. Build a formula-text field [All Assignments Complete?] to determine if these two summary-count values are equal and generate a Yes or No output if they do not match.
If([# of Child Records] = [# of Complete Child Records] , "Yes" , "No" )
4. Add a Lookup field in the relationship of this new formula-text field [All Assignments Complete?] so that you can see this output value in each Assignment record
5. You can then simply display this formula-field in your reports in your Assignments table. As the Assignments are completed properly; the lookup-value will change accordingly.
You can also take this a step further by adding a formula-text field in the Assignments table; which will give you greater control over report filtering and sorting/grouping. Create a formula-text field called [Assignment Complete?]
Case(true, [All Assignments Complete?] = "Yes", "All Assignments Complete", not IsNull([Date Scheduled]) and not IsNull([Calendar Time]),"Assignment Complete", IsNull([Date Scheduled]) and IsNull([Calendar Time]), "Assignment Incomplete", IsNull([Date Scheduled]),"Missing Date Scheduled", IsNull([Calendar Time]),"Missing Calendar Time" )
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Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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