A new knowledge base article has been published on our support portal.
Overview
In this scenario, we have a formula that prefixes the AutoNumber with the year. We would like this AutoNumber value to be reset at the start of each year so that users can see the number of accounts been made this year.
North52 BPA Solution
The North52 BPA solution works like this:
- A Formula is created that calculates and sets the AutoNumber
- A Workflow is created that will reset the AutoNumber value to 0
- A Schedule is set up to run yearly that executes the Workflow