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Rst123
Auto number : i have a requirement where i need to have a auto number generated for child record
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Parent - opportunity
Child - Policy
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i have a requirement where i need to have a auto number generated for child record(policy) , but child records for 1 parent(opportunity) should be like Pol - 1000 - v0
Pol - 1000 - v1
2nd opportunity child record format :
Pol - 1001 - v0
Pol - 1001 - v2
3rd opportunity child record format :
Pol - 1002 - v0
Pol - 1002 - v1
i.e if parent record is same then child record will have same number with different version, increment in number will be based on (set of policy records) realted to parent records , so policy records having same parent will have same number.
Parent - opportunity
Child - Policy
============
i have a requirement where i need to have a auto number generated for child record(policy) , but child records for 1 parent(opportunity) should be like Pol - 1000 - v0
Pol - 1000 - v1
2nd opportunity child record format :
Pol - 1001 - v0
Pol - 1001 - v2
3rd opportunity child record format :
Pol - 1002 - v0
Pol - 1002 - v1
i.e if parent record is same then child record will have same number with different version, increment in number will be based on (set of policy records) realted to parent records , so policy records having same parent will have same number.
1. Create a Auto number Field in Opportunity
2. Create a roll-up summary field in the opportunity to find the count of policies.
3. Create a text field in policy Object
4. Write a workflow rule (select created - for Evaluate the rule when a record is:)
5. Create a field update to this new text field using the formula option
This can be done using Trigger also with validation.
my requirement is :
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Parent : opportunity 1
Child records :
Pol - 1000 - v0
Pol - 1000 - v1 (if you observe the numbring 1000 is common for both child under opportunity 1)
===================
Parent : opportunity 2
Child records :
Pol - 1001 - v0
Pol - 1001 - v1 (if you observe the numbring 1001 is common for both child under opportunity 2)
==================
Parent : opportunity 3
Child records :
Pol - 1002 - v0
Pol - 1002 - v1 (if you observe the numbring 1002 is common for both child under opportunity 3)
i dont want to have autonumber on opportunities as opportunities record may not have child record but will have auto number generated in this case