Create one Child Record per Year
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 do...
Forum Discussion
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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I heartily endorse Mike's suggestion of a smart button that displays as "Add..." if no record exists and as "Edit ..." if it does. From a user's perspective, it's easy to understand and easily leads to the right behavior. I use buttons like that A LOT with excellent results.
Alex
