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Question

Date field with only day and month

  • June 28, 2019
  • 0 replies
  • 186 views

I have a table with the names of employees and the date their performance appraisal is due. Since they're due annually, I'd like the date to read just the month and day. Is this possible? And then create a notification the day they're due.
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You can create your own formula text field to have some text like JUN 17

var date MyDate = [Due Date];

List(" ",
Case(Month($MyDate),
1,"JAN",
2,"FEB",
3,"MAR",
4,"APR",
5,"MAY",
6,"JUN",
7,"JUL",
8,"AUG",
9,"SEP",
10,"OCT",
11,"NOV",
12,"DEC"),

 ToText(Day($MyDate)))

As for the automated email, if you just want a single email you can use a Reminder
https://help.quickbase.com/user-assistance/creating_a_reminder.html

or else create a report filtered where the [userid to be reminded] is the current user
and 

[due date] is on or before 14 days in the future.

Then you subscribe all managers ot that Report Subscription.




Thanks Mark! You're always so helpful! The first part worked like a champ but the portion where I create the report doesn't recognize "due date" as a date b/c it's a text formula field now. Am I understanding that right?


For the report filters you would use the real date field but in the fields or columns on the report you would use your abbreviated text field.

copy that. Will it matter that the year is in the old due date column? I'm only asking because they're the employee's hire date. (performance appraisals are done yearly based on their hire date)

Ok, now I understand your question. I will post back when I get a chance. I misunderstood your question and thought that you just wanted a cosmetic formatting change to a date field.

Here is a formula which presumes that you also want to allow for a review date Anniversary different from the hire date.

var date HireDate = If(not IsNull([Hire Date Override for Anniversary & Vacation]),[Hire Date Override for Anniversary & Vacation],
   [Hire Date]);

var date AnniversaryThisYear = Date(Year(Today()), Month($HireDate), Day($HireDate));

IF($AnniversaryThisYear < Today(), AjdustYear($AnniversaryThisYear,1), $AnniversaryThisYear)


The effect of the formula should be to provide the next Anniversary date so if the Anniversary has just passed, then it jumps a year ahead. Feel free to post back if there are any syntax errors you can't solve.

I went ahead and just made the dates in the date column to all include 2019. I'm still running into an issue with reminders/notifications when it comes to notifying their Supervisor that a performance appraisal is due. (table example below)

So how do I make sure that Lonnie and Oreste are always linked with Mark b/c they're on Mark's Team. And then when it comes time for their eval, say maybe 7 days prior to the [eval due date] (the above example are past due, but you know what I mean), how do I ensure that Mark is notified and not all the other Supervisors?

Does their need to be a relationship? 

also, I'd like to mention that the above table is within an app that already contains a Supervisor table.
 
So maybe I can link them together ?

The Employee table will need to have a user type field with the Supervisor's userid.  If the current Supervisor's table does not have that, then I suggest that you add that as a field and populate it.

Then, yes make a relationship where 1 Supervisor has many EE's and look up the Supervisor userid.

Then you will decode if you want to create a Reminder or a subscription type Notification.  A reminder will only fire once.  A Subscription to a Report can keep harassing the Supervisor until they get the review done.

copy that. Does a Supervisor ID have to be like a number or can it be their Name? That's how I have it now. [Supervisor Assigned] and their name in that field.

Are these Supervisors Users in the app?  Do they have Quick Base Userids?  That was what I meant by their userid.

no they are not. We use the app mainly for tracking their [Supervisor's] performance. 

If you want to notify non users, then you can set up an Open Type Notification.  A Notification of type Open can go to any email address even if they are not a user.

Notifications will only fire when a record is modified and saved, not via the simply passage of time to a new day.

So the typical solution is to have a Key user like yourself receive a daily report of Notifications due to be fired.  Then we can make a formula URL button to sort of tickle the record to get it to fire a Notification and refresh the report with one less record on it, as the Notification was just fired.  Then you click again and again until all the records are gone off the report.