• yuhan chen 3
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As a standard field, name field must be filled out when creating a record except usring auto number.

But we want to use a different auto number method that concatenates two fields in a related record and apply the concatenated value into name field using workflow or trigger.

But in this way, we have to fill out the name field first, and then workflow or trigger will override the name field with the concatenated value.

Is there any idea that we can exclude the name field inputting process in the first place and let trigger or workflow fill out the field?

Any idea is appreciated.

There are two object A B
A is a master object of B
we have set a auto number in A which goes like con-0001,con-0002,...
then we want a auto branch number in B based on A which goes like con-0001-0001, con-0001-0002,... if they are related to con-0001

How can we make this happen in Apex or standard config?

As a standard field, name field must be filled out when creating a record except usring auto number.

But we want to use a different auto number method that concatenates two fields in a related record and apply the concatenated value into name field using workflow or trigger.

But in this way, we have to fill out the name field first, and then workflow or trigger will override the name field with the concatenated value.

Is there any idea that we can exclude the name field inputting process in the first place and let trigger or workflow fill out the field?

Any idea is appreciated.

There are two object A B
A is a master object of B
we have set a auto number in A which goes like con-0001,con-0002,...
then we want a auto branch number in B based on A which goes like con-0001-0001, con-0001-0002,... if they are related to con-0001

How can we make this happen in Apex or standard config?