How can I create an automatic unique record reference

#1

I have the need to automatically create a unique, system-generated record for cases (records), to mirror the existing manual file reference number implemented in our business.

For example:

Each case will have a number such as “DEP-YYMMDD-001-XYZ”, with DEP being a Department Code, then a date, then a unique number for all cases opened on that date, and lastly the initials of a case handler.

Is that possible?

#2

It is possible. You need a workflow that updates the case number with a before/afterUpdate trigger.
The workflow can assign it a unique number and save the record.

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