In order to keep a good tracked history of all sales pipelines extracted from CRM, it is necessary to give each opportunity record a unique number automatically created in CRM. This requires an autonumbering workflow. This is how I managed to make the workflow work perfectly by using references from Jukka Niiranen and KARL IUEL.
Result :automatically created Opportunity IDs starting from 10001
1. Create a new entity called “Auto Number”, and make sure the entity will be displayed under “Sales” section.
2. Create a new field called “Next Number” under Entity “Auto Number” and add it to the form. Here I set the range of auto-numbers as 10000-999999. You can choose your own range.
3. Under “Sales” section, you will find entity “Auto Number” where you can create a new record called “Opportunity Auto Number”. In my case I set the Next Number value as 10001.
4. Under “Opportunity” Entiy, create two new fields called “Opportunity ID” and “Autonumber Opportunity”
5. Create a 1-N Relationship to the entity that needs the auto numbers, which in my case is Opportunity
6. Create a workflow to update Autonumbered Opportunity ID
- Create a workflow and set the properties as below:
- Update Opportunity ID in Additional Fields: AutonumberOpportunity -> Opportunity Auto Number
- Increment Next Number by 1
- Set Opportunity ID as Next Number
Final Result:
Hello Ying, I found the below very interesting. I followed the same setup but adding up getting an error generated by the process
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