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Add New Auto-Increment Field with Intelligence

I want to add a new custom field to the Request entity, but I want to add in some intelligence.  What I would like is a field in the form of "YY-001" where YY is the 2 digit year and 123 is an auto-incremented counter.

Is this possible?  If it's not possible as a single field, can I create the two fields independently and then concatenate them together somehow?

Thanks,

Chris

Chris Corbin Answered

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Hi Chris,

It will be possible to achieve if you create 2 custom fields and then concatenate them via Work Flow Rule.

We have an app in place called Project Numbering: (please see more information there: http://www.clarizen.com/appsmarketplace/item/Project-Numbering.html). You can refer to this app and its logic while creating your workflow rule on a Request Entity.

If you would like further assistance, since customization requests are out of scope via forum and we want to make sure we provide best practice advice that will meet your requirements and help you achieve your business goals with Clarizen, please let me suggest the following:

  1. If you purchased hours with you Customer Success Manager, please reach out to him/her and he/she will be able to work with you on customizations.

  2. You may also choose attend our Advanced Q&A webinars, there are great resources for free consulting with our Customer Success Managers and visual answers to your questions > http://www.clarizen.com/live-demo.html#second.

Thank you,

Diana

 

Diana Sandura 0 votes
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