Hello, I have been chatting with support but not getting very far. This is most likely a programming question.
Disclaimer, I am not a deluge programmer. LOL
What I am trying to do is create a custom CRM text field auto-update, when a Form is submitted. This field needs to be unique (no duplicates). It does not have to be system-defined as No Duplicates, if the custom naming function would work, because it would be done automatically.
You can see, more or less, what I am trying to do in the attached screenshot.
Our field service report naming convention is as follows:
- SR(Job Number)S(Machine Serial Number) --- for example, SR123456S7890
This cannot be done using workflow either because that is not dynamic either, only allow static text update (so it seems).
Any help is appreciated. Trying to automate the process. If this DOES need to be a workflow, that is OK too. Just need the record ID to be unique, to the convention above, when the record is created - or 1 minute after, etc.
EDIT: Might it be possible to accomplish in CRM workflow for Instant Action = Custom Function? As mentioned I am not a programmer, but can do basic merge calls, etc.
Thank you!