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dstonesifer Auto-number field
I'm rather new here and not sure if this question fits this board, but need to start somewhere.
We've created a custom auto-number field on our Opportunities tab, which we use to generate a quotation number when a new opportunity is logged. So even if the opportunity isn't at the quoting stage, we'll have a quote number to use once it is at the quoting phase.
The problem is we have several existing opportunities(prior to the auto-number field), which are not at our quoting stage yet, and therefore have no quote number associated with it yet.
My question is two fold...First, is there a way to trigger the auto-number if changing the stage at some point? Second, can an auto number field be editable, and if so how?
Any help if much appreciated.
Thank you,
Dave
Hi Dave,
The auto-number field has very little in the way of options. The field will just create a unique value on every record. If you need a lot of control, you could create a text (or numeric) field and use triggers and/or javascript to define the field. If you want to prevent users from changing it, you can make a formula field that just reads the value and displays it, and don't put the editable field on the page layouts.