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Topics#Data ManagementLinda Jenkins's Question
Linda Jenkins (Volaris Group) asked in #Data Management
Jul 28, 2014, 6:34 PM

How can I create a workflow that populates a field with a unique sequential number for only one opportunity record type?

Auto number field won't work because I can't restrict it to a specific record type. Would it need to be an apex trigger or a custom button?
2 answers
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    Jul 28, 2014, 6:48 PM
    Nope. Not with the Workflows as of now[ Why didn't the Flow Triggers go GA :-(]. But you could think about creating a Custom Button that runs some JavaScript to see what the last number was and then opens the new Opportunity with the number auto-filled with a URL Hack.

     

    And Apex Triggers - that's the ideal way to go( if you/ve resources )!
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