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Question

Create one Child Record per Year

  • February 22, 2024
  • 0 replies
  • 72 views
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Each Parent record needs an annual review. I want to avoid someone creating two records for the same year. However, since I can't use a look up field (Parent Account#) in a unique field formula, I don't know what I can do to avoid this. I would like to concatenate the Parent record Account # and the child record Year to create that unique field value. I've tried searching for something similar but can't seem to find the right solutions. Any suggestions?



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Amy Gosz
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    This topic has been closed for replies.

    MarkShnierYou
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    It sounds like account # is a lookup field, which cannot be used in a unique formula.

    But the field for Related Parent] can be used in a unique formula because it is not a lookup field.



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    Mark Shnier. Your Quickbase Coach
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    • MikeTamoush
    • Registered
    • February 22, 2024

    Can you just have a summary field check to see if a review exists during the current year, and simply hide that add review button if one exists?  (Or you can even make a formula rich text button that says 'Add Review' when does not exist, or 'Edit Review' when one does exist.



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    Mike Tamoush
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