Autogenerating Number
Hi guys,
I have a question for autogenerating number when I create a new record.
So I have 2 fields which are Reference and Type. Please see below photo:
"Type" is the multiple choices option ...
Forum Discussion
Your intent is to sequence them correct? So if this is the 5th 'Variation' then it should be 2.05?
Your best solution is to make sure that your 'Type' is it's own table. So the table would have your list of Types and then you create a relationship to whatever table is being used to select that and they're choosing the 'Related Type'. With that, you can summarize the # of records created for that 'Type' - add that field as a lookup and create the 'next reference number which would be lookup value + 1. Then using Pipelines when the record is saved, copy a formula field that you create the 'Next Reference Number' and move it into the manual field where it can stay stored permanently.
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Chayce Duncan
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Hi Chayce,
Yes, my intention is to sequence them and the number will come up automatically.
So I have 2 tables, one is "Project" and one is "Cost" which show each project cost records (PS, Variations, Anticipated Variations). "Project" is the parent table while "Cost" is the child table. Each project will have many cost records and I want the sequence like above.
In this case, can I still do it in formula or pipeline?
Thanks.
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Harris Tse
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Ah - if the sequence is specific to that one project and not a global sequencing then you'll have to go a different route. Best way is to make a formula query field that counts the # of records with the same type related to that same parent record where the Record ID# is less than the current record (basically how many came before it of the same type/parent) and create the sequence #. Then copy that value via Pipeline.
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Chayce Duncan
------------------------------For Example,
Project A
Cost Records - Provisional Sum
1.01 - $100
1.02 - $200
Cost Records - Variations
2.01 - $300
2.02 - $400
Cost Records - Anticipated Variations
3.01 - $500
3.02 - $500
Project B
Cost Records - Provisional Sum
1.01 - $200
1.02 - $300
Cost Records - Variations
2.01 - $400
2.02 - $400
Cost Records - Anticipated Variations
3.01 - $600
3.02 - $600
Project C
Project D
etc
Hope you understand what I want now.
If I can use formula to do it, can you please show me how to do?
Thank you very much!
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Harris Tse
------------------------------This is just a rough idea, you will need to fill in and modify to your exact system
var text rootNumber = Case([Type Field],
"Provisional Sum","1",
"Variations","2",
"Anticipated Variations","3",
"");
var number counter = Size(GetRecords("{'3'.LT.'" & [Record ID#] & "'}AND{'Parent Field FId'.EX.'" & [Related Parent Value] & "'}AND{'Type Field Fid'.EX.'" & [Type] & "'}",Dbid())) + 1;
$rootNumber &"."&PadLeft(ToText($counter),2,"0")
You would need to swap the actual FID values for the related field and type field that would make the query valid.
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Chayce Duncan
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