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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi All,

Is there a way to Auto-Enter a field on Creation of a new Record based on Value List. I have a value List of the months, Ans I ant each record to auto-enter January followed by February etc. until December, and then start again at January, I know I can show only the name of the month by formatting the auto-enter date entry, but this field needs to have only the name of the month as it is related to another table through this name.

Thanks a million,

Maria

Posted

You'd have to use an auto-entry calculation for this. In your calculation you'd need to be able to determine the month name that should be auto-entered. If you just want the name of the current month, then this calculation should work:


Month ( get( currentdate ) )

or

MonthName ( get( currentdate ) )

Although, you might want to consider having a field that auto-enters the creation date or timestamp, then use a calculated field that evaluates this auto-enter field to 'extract' the month from it.

Posted

this field needs to have only the name of the month as it is related to another table through this name.

Wouldn't it be easier to base the relationship on matching the date of the first day of the month? This way the matchfield would also include the year.

each record to auto-enter January followed by February etc. until December, and then start again at January,

If you have an ID field that auto-enters a serial number, you can calculate the month (or the month's name, or the first day of the month) from that. For example,

MonthName ( Date ( ID ; 1 ; 1 ) )

will do exactly what you asked for.

Posted

Wouldn't it be easier to base the relationship on matching the date of the first day of the month? This way the matchfield would also include the year.

Mmm you have got me thinking! How do I base a relationship on Matching the first day of the month? I would like to show Income and expenses in Portals for all transactions that entire month. Matching it by first day of the month would only show transactions that occurred on the first day of the month? Or have I lost the plot somewhere... along with the movie tickets, popcorn, script etc???

Posted

On the Transactions side, have a calculation field cMonth (result is Date) =

TransactionDate - Day ( TransactionDate ) + 1






On the "parent" side, you could have something like =




Date ( ID ; 1 ; 1998 )




or just use a global Date field that auto-enters =




Self - Day ( Self ) + 1

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