I’ve tried to search for answers on here but I’m not sure how to word this.
A portion of my app intakes education records and certifications. The most important is a particular certification that my organization issues. It is good for 1 year and to renew/recertify you need to submit 12 hours of continuing education. I have tons of education records now (up to 60k) and I did a simple roll up to get the total hours completed per calendar year, but I need the calculation to go based off of the certification period, which can be any date.
Right now, I have what seems like a really rudimentary solution where when an education record is added, a table rule copies the certification date (if there is one) to a field in the education record table. Then another table rule uses the Tadabase Date Utilities to calculate the difference in days between the Certification Date and the Date Completed and copying that to another field (Diff in Days). Then using a roll up field on the people table to give a sum of the CEU hours field on education records with a “difference in days” of above 0.
I KNOW there must be a better way to accomplish this. I do not need this calculation to be in the table at all and would love a way to display or do this formula in a page. I think that a dynamic field might help, but I do not have that active as I’m not currently in the beta.
Someone please enlighten me! I’d love to remove these table rules and this particular roll up field takes more time, according to my logs, than anything else.