This has been asked a couple of times with slightly different solutions, so seeing current thinking.
I want to have an incrementing number that is specific to a group of records only. In fact I want 3. This is used to create unique names (don’t ask me what this client wants this!), but the number should increment if the record has a field set to x. So when grouped together, there is a sequential incrementation (1, 2, 3, 4,) , but others not in that group do not get that number. They would get a different increment (different field probably).
My current thinking is to link the records to another table (using deep match?), identify the highest number of increment already, and then have an automation add to the new record ‘number +1’.
Thoughts?
Number that increments based on a condition
Best answer by Neuralicc
Your instinct is right, but the linked table approach has a critical flaw worth flagging: race conditions. If two records are created near-simultaneously, both automations could read the same MAX value and assign duplicate numbers. For low-volume tables it's rarely a problem, but it's worth knowing before you build.
Here's how I'd approach this cleanly:
Option 1 — Automation with FIND + COUNT (simplest)
When a record is created or the group field is set:
1. Use a "Find Records" step filtered by your group field (e.g. field = x)
2. Count the results
3. Assign COUNT + 1 as the increment number to the new record
This is clean, readable, and handles your 3 groups easily — just 3 separate automation paths, each filtering by their respective group value and writing to their respective number field.
Option 2 — Summary table (your original idea, done properly)
Create a separate "Group Counters" table with one record per group. Each record stores the current highest number for that group. Your automation then:
1. Finds the matching counter record
2. Reads the current value
3. Writes current + 1 to the new record
4. Updates the counter record immediately after
This is more reliable at scale but adds maintenance overhead. Only worth it if you're processing high volumes.
Option 3 — Formula-based (no automation needed)
If records have a created time field, you can use a formula that COUNTs all records in the same group with an earlier creation date + 1. Zero automation, always accurate, but purely read-only — you can't use this number as a writable field for naming.
For your use case (unique name generation across 3 groups), I'd go Option 1. Simple, transparent, and easy to debug when something inevitably needs tweaking.
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