Automated Numbers for custom fields

[Susan Shopaugh]

We have our quote numbers set up as custom auto generated numbers, so that it shows the year, month and then the sequence number. Q- {YYYY}{MM}{000}. How can we make it reset to zero when the month changes? We the quote numbers are getting far too long.

What we need is for the following or trailing three numbers to be dependent on the month, so when it changes the following 3 digits reset. Is there a formula or rule we can make so that our numbers don't get too long?

[jd123 · Accepted solution]

Hi

Insted of this write a workflow rule with field update.

[SFF]

jd123 is correct - but if you don't want to do that, you can also just reset the auto-number definition to 1 whenever you think it has gotten too long. Since the Year and Month are already part of the number, you have a reasonable likelihood of maintaining uniqueness if you time it right.

Hope this helps,