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Another Custom Auto-Generated Number Request

  • August 14, 2018
  • 0 replies
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Hello, really liking this platform a lot and we're currently stuck between this an Zoho One, on Zoho it's extremely easy to accomplish what I'm trying to accomplish, but on here it's a bit more extensive I feel. Anyways, we use a format for our quotes(F18109) and jobs (18172-20DR) based on what department creates the quote and/or job. I've read a few other threads and tried to use their formulas but haven't had much luck getting what I', looking for. 

So for Fabrication -
1. Quotes are: F-YEAR-AUTO GENERATED 3 DIGIT NUMBER or F18109
2. Jobs are: YEAR-AUTO GENERATED 3 DIGIT NUMBER-DEPARTMENT ID-ESTIMATOR or 18172-20DR

And for Construction - 
1. Quotes are: B-YEAR-AUTO GENERATED 3 DIGIT NUMBER or B18111
2. Jobs are: YEAR-AUTO GENERATED 3 DIGIT NUMBER-DEPARTMENT ID-ESTIMATOR or 18172-10PR

We're thinking, if this system can auto-gen our numbers, we may just do away with the two separate quote number variations, but keep the dept. ID's for the jobs the same, however that's at another time. 

Any help would be greatly appreciated, and I do really enjoy this software!
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    QuickBaseJunkie
    Forum|alt.badge.img+15
    Below is an example formula you can use for the Quotes. For the Jobs, what is the Department ID-estimator? Is this a static number/text or is it based on the person who did the estimate? Also, is there a reason for the three digit format? Is it possible to have more than 999 quotes for a single department?
     
    Quotes (Formula text field)

    var text ThreeDigit = Case(Length(ToText([Record ID#])),1,"00",2,"0");
    var text Department = Case([Department],"Fabrication","F","Construction","B","-");

    $Department & Right(ToText(Year(ToDate([Date Created]))),2) & $ThreeDigit & ToText([Record ID#])




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