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A new knowledge base article has been published on our support portal.

Scenario Overview

In this business scenario the customer wants a record type to have a Case ID that populates on the creation of the record. They want the Case ID to be:

  • Random
  • 7 digits
  • In integer form
  • Be a unique number 

N52 Formula Manager Steps

The following set of steps outline how to create this Formula:

  • A formula of type Auto Number is created on the Case entity:
  • The Event is set to ‘Create’
  • The Auto No. Value is set to ‘1234567’
  • The Source Entity is set to ‘Case’
  • The Source Property is set to ‘Case Number’
  • The Target Entity is set to ‘Case’
  • The Target Property is set to ’Case Number’
  • Copy and paste the formula provided below into the formula editor 
  • Click Save
  • It is now ready to test 

View this article in full on our support portal