Help

The Community will be temporarily unavailable starting on Friday February 28. We’ll be back as soon as we can! To learn more, check out our Announcements blog post.

Version count

Topic Labels: Automations Formulas
Solved
Jump to Solution
922 1
cancel
Showing results for 
Search instead for 
Did you mean: 
jwag
6 - Interface Innovator
6 - Interface Innovator

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!

1 Solution

Accepted Solutions
jwag
6 - Interface Innovator
6 - Interface Innovator

Update: Found an answer here!

See Solution in Thread

1 Reply 1
jwag
6 - Interface Innovator
6 - Interface Innovator

Update: Found an answer here!