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Use a formula to create a custom object record name?
Hi all,
I've got a custom object set up to hold analytic snapshot results, and I'd really like to name the records in a more user-friendly way than an autonumber.
Currently - I've got the record name = {mm}/{dd}/{yy} - {0}
What I'd like to do is have record name = {mm}/{dd}/{yy} - {Custom field in record}
Because this object is used in an analytic snapshot I can't write a trigger to do this. Any other suggestions?
(I couldn't find any documentation to suggest you can't use a text field for the name of the record, but I can't figure out what would set this value when the snapshot runs)
Thanks,
Emily
My understanding is that you may not use workflow or triggers on an object that receives analytic snapshot data (from Salesforce documentation). This excludes a field update.
Any other suggestions?
BTW - if you leave the record name field as text, the analytic snapshot enters the record ID as the name.