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  • March 7, 2023
  • 1 reply
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  • Inspiring
  • 26 replies

Hi All,

Hope someone can help!

In our base we have multiple Proposals (in one table) linked to each single Sales Opportunity (in another table).

I would like the proposal's naming convention to be "{Sales Opportunity} - Proposal 1", with any further Proposals linked to the same Sales Opp named Proposal 2, 3, etc. (ie not using an Autonumber field that simply counts all records in a table). Ideally the number will not change if an earlier Proposal is deleted (but not the end of the world if so).

Is anyone aware of a way to do this besides manually?

Many thanks!

Best answer by jwag

Update: Found an answer here!

1 reply

Forum|alt.badge.img+13
  • Author
  • Inspiring
  • 26 replies
  • Answer
  • March 7, 2023

Update: Found an answer here!