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Aug 12, 2021 06:24 AM
Hi all,
I have an AT base with numerous tables, one of which is a “Document Master Record”, with a linked table for “Document Revisions”.
At the moment, the revision number is manually entered e.g. 7 for the 7th revision. Ideally, I’d like that to automatically increase as a new record is added (i.e. it is automatically creating Revision 8, the next time a new revision recird is added under the Master Record), but needs to be in sequence for the master record, so {autonumber} isn’t (as far as I am aware anyway) an option.
I had a look at automation too to see if +1 could be added each time a record is created, but doesn’t seem to be an option either.
Anyone got any ideas?
Thanks in advance.
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Aug 12, 2021 06:36 AM
Hi @David_Anderson1 and welcome to the community!
Add a formula field to your records with the revision number to add 1: Number+1
Add a checkbox field.
Create an automation:
Trigger: when a record matches conditions > when checkbox is checked
Action: create record > Number field = formula field from the trigger step (so it gets the next number filled in) + if you like: add other info to be filled in, like document name and/or others
By checking the last version of a document, you now get a new record for a new version with the next number.
Let me know if that works for you.
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