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Question

How to setup a field to add a suffix after submission?

  • July 14, 2017
  • 0 replies
  • 116 views
The question may not have been much clear, so hopefully, this explains what I'm talking about. I ran into problems with integration with Quick Books, so my solution has to be to add a suffix "(c)" when we input the Name of person on an invoice. For instance, Smith (c).

However, I know the person who will input the names will forget to add the suffix. So, I'm wondering is there a formula can be used that can add this suffix to the name after its submitted?

I'm new at this and have no coding or formula knowledge, so step by step is preferred. Please and thanks.
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    • MCFNeil
    • Quickbase Alumni
    • July 14, 2017
    You can do it two ways.  
    (1) With a formula field and a form rule to update the needed text field.
    or
    (2) With just a formula field.

    It depends on the 'integration' with QBooks.
    Are you able to change the field in the report or code that runs the 'integration'?
    There are several solutions. The most simple solution is to rename your existing name field to be called Name Input.  Then maKe a new Formula text field called Name with the formula

    IF(Ends(Trim([Name Input]),"(c)"), Trim([Name Input]), Trim([Name Input]) & " (c)")
    • RyanRyan2
    • Author
    • Quickbase Alumni
    • July 14, 2017
    So, in terms of steps --> 1)rename the field. 2)change field type to formula text 3) add your formula?

    would it matter to the formula if i only use a last name only?
    Yikes! NO!

    1. Rename the field.
    2. Make a new field which is a text formula field and put in the formula.

    As for the formula, all it will do is to check if a field ends in (c) and if not it will add that as a suffix.  As for first name, last name, full name it really does not care, as not really "self-aware" as yet - but maybe future versions of Quick Base will have feelings, like when Dr. Noonien Soong gave data emotions. http://www.startrek.com/database_article/soong
    Are you really asking because your current data is in two fields, and it is just the last name that needs the suffix?  Are you looking to have Quick Base have a formula to show the full name, ie first and last name and suffix if necessary?
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