Set Same Date Each Year

Question

This may be a simple solution, but I am unable to figure out how to do it. We have created a new app that requires yearly review of records. All reviews are due by June 30 of each year. The first date for this will be 6-30-2024, but then, when a review has been completed, I need that date to change to 6-30-2025.
Children is the parent table with Annual Reviews as the child table. I'm not sure if I can just do this on the parent table and or if it should be done on the child table. If more info is needed, just let me know what is needed. Thank you!
------------------------------Amy Gosz------------------------------

MarkShnierYou · Answer

Does the Annual Review table have an explicit field that tells us what year the review was for? I have no doubt that there is a field for annual review date but my concern is they may be late and do an annual review on July 1 that relates to the previous fiscal year. Can you simply tell me conceptually a formula for how I know which year the review is for? Like maybe you allow three months grace to get the reviews done for the fiscal previous year.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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