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How do I use the Record ID# as part of a field on that record.

  • April 29, 2019
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I want to fill a Part Number field using the Record ID# as part of that field (i.e. "P" & [Record ID#]). The issue is, how do I save the record, grab the Record ID# and then update the Part Number field for that same record. I have tried using form rules but since there is no Record ID# until the record is saved, that did not work. I think that I likely need to use an automation but if I use "When a user adds a record", how do I run the automation on just the record that is saved?  
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The Record ID# does not exist until the record is saved.  Just make a formula field.

"P" & [Record ID#]

Are you tryIng to make this the Key field of the table?  Is that your issue?

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  • April 29, 2019
It will not be used as a Key field but in some cases, the Part Number field will be edited to an existing Part Number. The user can enter an existing Part Number or if left blank, I want to create a Part Number that is a concatenation of the letter "P" and the Record ID#. If I did not need to have an option for an existing Part Number, a formula field would be fine.

This is probably possible with an Automaton, but I suggest the using a Part # override field.  It's just less complicated that way and zero chance of failure.

Then your Part# field will be a formula

IF(Trim([Part # Override]<>"", [Part # Override],
  "P" & ToText([Record ID#]))

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  • April 29, 2019
That does seem like a more direct way to accomplish the goal. Thanks for the advice.