AdvoLogix Help

Customizing Custom Objects

Updated on

You can customize each of the custom tabs and types of records, including adding custom fields and setting page layouts. You can also customize search, tagging, and user interface options for your organization.

2 Comments

John

How do I cause advologix/force.com to generate a matter number automatically?

Paul Deschenes

This is something that can be done via Workflows:

Create a WorkflowRule for object of Matter.
Add an "AutoNumber" Field on Matter, say: Matter_Auto_Number_Numeric__c.
Add a Field Update on the WorkflowRule created above.
In that Field Update use Formula to evaluate the returned value.
(The field update should occur on Matter Number field of Matter):
The formula can be:
LPAD(TEXT(DAY(TODAY())), 2, '0') & "-" & LPAD(TEXT(MONTH(TODAY())), 2, '0') & "-" & LPAD(TEXT(YEAR(TODAY())), 4, '0') & "-" & Matter_Auto_Number_Numeric__c
It will return auto number matter number such as DD-MM-YYYY-{NNNN} ... where {NNNN} is an auto generated number.

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article What types of fields can I add to a page layout?
Next Article Customizing Accounts, Contacts, or Activities
Still need help? Click here!
AdvoLogix® is a registered trademark of AdvoLogix.com LLC a Texas Limited Liability Company. All references to other trademarks belonging to third parties that appear on this website, documentation, or other materials shall be understood to refer to those registered trademarks owned by others, and not to any trademark belonging to AdvoLogix. Otherwise, all material herein is the copyright of AdvoLogix.com LLC. All Rights Reserved.