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Autogenerating Number

  • Mar 5, 2024 11:25 AM UTC
  • 0 replies
  • 189 views

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 which are shown below:

What I want to set up is when I select Prov Sum, the record will start from 1.01, 1.02 etc.

If I select Variation, the record will start from 2.01, 2.02 etc.

If I select Anticipated Variation, the record will start from 3.01,3.02 etc.

Every projects will be the same for the above sequence.

Currently, I am inputting manually. Is this something I can do it by formula or pipleline?

Thank you.  



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Harris Tse
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    This topic has been closed for replies.

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    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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