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Scenario Overview

In this scenario we will show you how to set up an AutoNumber formula on an Opportunity entity that only fire only when the Opportunity  reaches a specific stage in the Business Process.

The requirement is that we only want to set the AutoNumber when the Opportunity reaches the Develop stage. For this example I have created a custom field on the Opportunity entity called Opportunity ID that will store the identification autonumber.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • Formula of type ’AutoNumber’ is created on the Opportunity entity
  • Event is set to ‘Update’
  • Source Property is set to ‘Process Stage’
  • The Target Property is set to ‘Opportunity ID’
  • The DoesNotContainData() function ensures that the field doesn’t get updated again if the Opportunity is set to the Develop stage on more than 1 occasion during its life cycle.


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