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Kirsten Jury 10
Auto Update Numbers for Project Number
We have in our Opportunities (Which we call Projects) a Project Number. Previously users could enter in the number as it generated from an old system. Now we create these in Salesforce and have an Auto Number create. i.e. BC044000. We are trying to weed out the old Project Numbers that are still in circulation and update them with a new auto Project number.
What we have at the moment is the process by where we clone the record, change the stage to Cancelled and Save. This creates an Auto Number and we can update the old project with the new number, copy the old project to the new cancelled one. Update notes on both saying what we have done and save.
This creates a second record that serves no value in the system, we are wanting to know if we can create a button that triggers a Auto Number and populates the current project with the new number and ideally updates notes saying something along lines of
Project number {Old Project Number} has been upgraded to {New Project Number} for Project Name: {Project Name} and Company Name: {Company Name}
We want it to do it without having to clone and copy back and forth. Can it be done?
What we have at the moment is the process by where we clone the record, change the stage to Cancelled and Save. This creates an Auto Number and we can update the old project with the new number, copy the old project to the new cancelled one. Update notes on both saying what we have done and save.
This creates a second record that serves no value in the system, we are wanting to know if we can create a button that triggers a Auto Number and populates the current project with the new number and ideally updates notes saying something along lines of
Project number {Old Project Number} has been upgraded to {New Project Number} for Project Name: {Project Name} and Company Name: {Company Name}
We want it to do it without having to clone and copy back and forth. Can it be done?