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ReportIs there a way to add a field on the Account Form to auto generate a new number whenever a record is created? Similar to how Case has this out of the box?
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Is there a way to add a field on the Account Form to auto generate a new number whenever a record is created? Similar to how Case has this out of the box?
You will need to open Power Apps (make.powerapps.com)
Select the solution "account" and click edit
Click "New Column" on the top ribbon
Enter Display Name "Account ID" or "Account #"
Select "Autonumber" for data type
Complete the following fields:
Click "Save"
Add "Autonumber" field to "Account Form"
Return to "Account" Solution and click the drop down next to "Table" on the site map on the left hand side. Click the drop down next to "account" and select "Forms". Choose the form you would like to update and click "Edit"
Once the form loads choose the new field and place field within the "Account" form and publish changes.
Thanks,
Tom
Wow I think that would work great! Only problem is it says its not available in the classic interface. How do I get to that area from the classic interface?
Would creating an Auto Number field on the Account entity work for you? Here is an example:
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