Hi Folks,
I need to generate a Auto-generated field for Accounts, like whenever anyone creates any Account, system auto picks the Account_Code(Custom), how can I achieve this?
Many thanks!
Hi Folks,
I need to generate a Auto-generated field for Accounts, like whenever anyone creates any Account, system auto picks the Account_Code(Custom), how can I achieve this?
Many thanks!
You can add a custom field for it in Studio, and then make a Workflow that runs when a record is created and assigns a number. You can use calculated fields for advanced logic.
If you need more advanced logic, or you can use an after_save logic hook, instead of a Workflow.