Hi everyone,
I'm building out a workflow that will be used over multiple years. One thing I want to do is have a text input to determine the year-end or half year and the year in question, then create three previous period comparative fields based on this. For example, my current text input is:
What I want to do is create 3 new records, which basically says, if the HY/YE column record 1 is HY, then record 2 should be YE, record 3 should be HY, record 4 should be YE. And for the Year (YY) column, if record 1 is HY and 20, then record 2 should be 19, record 3 should be 19, record 4 should be 18. So it reads like this in a table:
Record | HY/YE | Year (YY) |
1 | HY | 20 |
2 | YE | 19 |
3 | HY | 19 |
4 | YE | 18 |
I'm thinking a multi-row formula would work but not sure how to structure it. Any tips would be greatly appreciated.
Cheers!
Solved! Go to Solution.
I should say that record 1 should be the anchor here (i.e. the user inputs what record 1 should be using text input, then the workflow updates to add in the correct extra rows)
Thanks
Legend @DavidP ! Thanks very much!