I have a file attachment under a company record for Certificate of Insurance. I need to log a Certificate of Insurance for each of my installers. I need an expiration date which I want to be 1 year from the date we upload the COI.
So lets say Installer A has a COI uploaded today (7/2/19). I want to auto set a field titled COI Expiration 7/2/20 this way I can generate a report via subscription on that to see overdue COI's and work on getting them resolved.
But in the dynamic form rules I cannot find any triggers for when a file attachment changes.
Question
Log Date a file attachment changes for expiration
+11You can make a formula text field called File Name with the formula
ToText([My file attachment field])
But if the actual name of the file attachment does not change when a new file is uploaded, I don�t think that the form rule would fire.
ToText([My file attachment field])
But if the actual name of the file attachment does not change when a new file is uploaded, I don�t think that the form rule would fire.
Can you do anything with form rules and file attachments? I think you'd want to use an automation in this case.
+12If you were to store your COI's as child-table records against a parent record; you could eliminate all these problems. Store documents as a child table; and have them tagged by a multiple choice field. Then use summary fields to pull back to the parent expiration dates. You can calculate the expiration date with a formula like this:
Case(true,
[Type] = "COI", AdjustYear(ToDate([Date Created]),1)
)
You would then build a Summary field to pull back the Maximum [Expiration Date] field value where [Type] = "COI". This way you can have different document types; but leverage the summary fields to pull back dates into dedicated-fields for use with your subscription reports.
Alternatively; each time you upload a file; populate a date field for the date it was uploaded and then use the same AdjustYear() function in another formula-field to use in subscriptions.
Case(true,
[Type] = "COI", AdjustYear(ToDate([Date Created]),1)
)
You would then build a Summary field to pull back the Maximum [Expiration Date] field value where [Type] = "COI". This way you can have different document types; but leverage the summary fields to pull back dates into dedicated-fields for use with your subscription reports.
Alternatively; each time you upload a file; populate a date field for the date it was uploaded and then use the same AdjustYear() function in another formula-field to use in subscriptions.
Sign up
Already have an account? Login
Login to the community
Login with Quickbase US – quickbase.com Login with Quickbase EU – quickbase.eu
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.