Create calculated field to perform a count of records depending on the year of creation
Hello, I am trying to perform a calculated field using a COUNTIF to perform a count of records. This count must be done depending on the year of creation of the record. Any ideas to implement it?
Thanks in advance
- calculated field
- Community Thread
- Forum Thread
- RSA Archer
- RSA Archer Suite
1. Create helper Year in the records to be counted with the formula:
2. Then use COUNT IF function in the parent record:
Or do you want it to be counted on the record itself without using parent relationship?
I use it for an ID. I need to do the following
There are 3 records in 2018 and 4 records in 2019. The ID must be as follows:
Im using two apps related.
Thanks in advance!!
Mm, I am afraid you cannot do sequential thing in Archer, only Archer itself can maintain proper sequence via Tracking ID.
But for the 2018, 2019 prefix, you can use YEAR() function.
Like you can do in the new Text Field: YEAR([First Published]) + " " + [Tracking ID]
Yep, but you will be having hard time to do it anyway, because you have no control over user sessions and lock it when creating.
Unless it will be for real 1 record at a time created by 1 user.
Well, all depending on a use case ofc. In certain conditions u can use API, data feed, maybe even calculation with calculated CR.