Is there an efficient way to update a Values list containing years based on the first published date?
I am trying to make archer set the next quarter automatically when the record is created using 2 values list fields (YEAR) & (QUARTER). These fields need to be set initially by the system but then allow the users to edit as needed (which makes calc fields for these not an option) I have calculated fields off layout which captures the correct year and quarter i would like to select and I do not want to use a data feed because I want it to appear instantly when created and it seems inefficient to create numerous rules and actions for setting the next 10 years worth of scenarios. Any suggestions?
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You could look into the use of a custom object which would set your two manual select fields to the next quarter on create, and then be idle the rest of the time. This would set these fields on create, but then leave them editable per your DDE and permissions to users.