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kingsix Special Auto Number
Hello,
I want to do the special auto number for the quote.
Our opportunity's number is S0001, S0002, S0003................... something like this.
If the opportunity number is S0001, its quote auto number should be S0001-1, S0001-2, S0001-3
If the opportunity number is S0002, its quote auto number should be S0002-1, S0002-2, S0003-3
How can I do the quote auto number like this? Should I write some trigger?
Thanks for the help.
since Opp-Quote is master-detail, you could have a rollup on opportunity, which counts the number of quotes.
if you dont need to use the default name field on quote, then you can make it a formula field. else a workflow field update is also possible.
Opportunity.Name + '-' + Opportunity.QuoteCount__c
All Answers
since Opp-Quote is master-detail, you could have a rollup on opportunity, which counts the number of quotes.
if you dont need to use the default name field on quote, then you can make it a formula field. else a workflow field update is also possible.
Opportunity.Name + '-' + Opportunity.QuoteCount__c
Thanks, it works.