Incrementing Review Cycle Automatically

How to automate the review cycle number for each submission record

Incrementing Cycle Automatically

Required Fields in Parent Object (TIA_request)

• Count - Number of Scope Submissions

• Count - Number of Submissions

• Equation - Increment Scope Cycle

• Equation - Increment Submission Cycle

Required Fields in Child Object (TIA_scope_submission & TIA_submission)

• Text Formula - ScopeCycle

• Number - Scope Cycle

• Text Formula - SubmissionCycle

• Number - Submission Cycle

Incrementing the Count Field

{Number of Scope Submissions} + 1

Pulling Cycle # into Child Object Text Formula Field

{TIA_scope_submission TIA_request.Increment Scope Cycle}

Set Number Field to Text Formula if Blank

Be aware that duplicate cycle numbers can be created if a previous cycle is deleted, therefore reducing the count value.