I’m looking to use Airtable as a full project management solution for my company. But one of the requirements is that projects must adhere to a certain project numbering convention:
XXXX is a 4-letter code, specific to each of our clients (1000+)
0000 is a 4-digit number, which auto-increments starting at 0001 for each client (not globally, each client counts up)
X is one letter, based on the project type
Our current system generates this number automatically upon entering a new project. Let’s say that my client’s name is ABC Tool Company. They already have 96 projects in our system. I’m going to enter a graphic design job for them.
The client’s unique client code is ABCT. The next project number would be 0097. The suffix for a graphic design project is G. All I have to enter on my project request form is the client’s name and the project type, and the system would automatically generate this code:
I’ve searched everywhere to figure out how to get Airtable to do this automatically, but short of creating a table for all 1,000+ clients which each has an autonumber field, I’m stumped!
Our industry requires this format, and it’s essential that I don’t screw it up by creating a duplicate code–that’s why having the system auto-generate it is crucial. Not to mention, I have 20,000+ archived projects which all have this structure.
Thanks for your help and advice…