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MC34
Auto number prefix change via triggers, PB, formula field or workflow?
Hi,
I have a need to change the prefix of the existing standard autonumber format that starts withn MP- TO CM- for specific record type Custom_Calendar_Marketing_Project While keeping the numeric format same {0000}. I have created the formula field that will display the auto-number in CM- format for the recordtype.
The datatype for the existing auto-number is currently on "Auto Number". What are the implications of when I change the data type to Text for autonumber for my formula to work? So, this formula only will work when I change the existing autonumber data type to text from autonumber?
Is formula field is the best or should I use workflow to achieve this?
I know lots of question. I need to drill on this down to make this work.
Thank you,
Natto
I have a need to change the prefix of the existing standard autonumber format that starts withn MP- TO CM- for specific record type Custom_Calendar_Marketing_Project While keeping the numeric format same {0000}. I have created the formula field that will display the auto-number in CM- format for the recordtype.
IF(RecordType.Name = 'Custom_Calendar_Marketing_Project', 'CM-'+MID(Name, 4, 5),Name)This is not working. :(
The datatype for the existing auto-number is currently on "Auto Number". What are the implications of when I change the data type to Text for autonumber for my formula to work? So, this formula only will work when I change the existing autonumber data type to text from autonumber?
Is formula field is the best or should I use workflow to achieve this?
I know lots of question. I need to drill on this down to make this work.
Thank you,
Natto
https://salesforce.stackexchange.com/questions/222646/auto-number-field-with-variable-prefix
Hope this helps you
If this helps kindly mark it as solved so that it may help others in future.
Thanks and Regards