Hi
so i have a CRM and i would like to generate the customer ID automaticly is that possible?
I have several different companys in the CRM so lets say i have a company called AAA and i want to create the first customer for company AAA
i want to make the customer ID AAA-1 since this is the first customer and then the next customer i want to call AAA-2 and so on but is it possible to have appsheet generate the ID automaticly ?
Solved! Go to Solution.
Itโs also an excellent solution I did it that way too, but repeated IDs can be generated if a previous record is deleted. Thatโs why I switched to calculating the maximum instead of counting the records.
How many users do you have with this app?
I prefer to use UNIQUEID() but I have something similar in an application. A parent table with [idpista]=AAAAA and a child table with [idptobserva]=AAAAA_##.
To make the ID of the children table, the solution has two steps: in a virtual field [cod_num] you have to convert the ID number to a number so you can calculate the maximum in step 2.
[cod_num] = NUMBER(MID([idptobserva],6,2))
The initial value of the ID is set to this function:
[idptobserva] = [idpista] &"_"& TEXT(MAX(SELECT(tbl_children[cod_num],[idpista]=[_THISROW].[idpista]))+1)
It works like a normal database, if a record is deleted it will not be used again.
I hope it helps you.
Hi, there may be several ways to achieve this. Take a look at this one:
Letโs assume you have a customer table (CustomerTable) with its corresponding columns and let [CustomerID] and [CompanyName] be two of them.
Then, you can enable your app generate customerโs ID using the following formula:
CONCATENATE([CompanyName],"-",COUNT(FILTER(โCustomerTableโ,[CompanyName]=[CompanyName]))+1)
Itโs also an excellent solution I did it that way too, but repeated IDs can be generated if a previous record is deleted. Thatโs why I switched to calculating the maximum instead of counting the records.
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