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Create ref number when a new record is made

  • January 23, 2025
  • 1 reply
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S
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  • Stu
  • New Participant

I have looked at a few of the prefix scripts but cannot find one that fits the bill for us.

When a new record is created, our Ref field is manually inputted as:

ABC2025-01 (Enquiry identifier - always the same 3 letters, Current Year, sequential number)

Occasionally, the Ref field is filled with a subnumber, usually if a project gets split into phases. This is always manually inputted, so in theory the last project could end up being ABC2025-125-01.

All we are looking for (hopefully) is once a new record is made, the Ref field is automatically filled with ABC2025-02, next record ABC2025-03 etc

Any help appreciated 

 

1 reply

Mike_AutomaticN
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Hey! I’m on my phone rn, but you’ll probably want smth like this for your formula:

“ABC”&YEAR({created})&”-“&{autonumber}&IF({subnumber},”-“&{subnumber}, BLANK())

 

The above asumes that you have a {created} Field for created date/time, and a {subnumber} Field which might or might not have a value. 

I hope to get back to this once I’m on a computer. 

Mike, Consultant @ Automatic Nation

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