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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,
- A 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.