topic Custom Code - Automatic Sequential Numbering for Deals in Data Hub

Custom Code - Automatic Sequential Numbering for Deals

ARoberts_CC — Thu, 07 Mar 2024 19:05:30 GMT

Does anyone have custom code already created for automatic sequential numbering for deals I could use? I'd like to add this code to a workflow via Operations Hub to auto-assign a job number to every newly created deal for accounting purposes. Thank you in advance!

Re: Custom Code - Automatic Sequential Numbering for Deals

DianaGomez — Fri, 08 Mar 2024 10:16:28 GMT

Hi @ARoberts_CC,

Thanks for reaching out to the Community!

After reviewing this topic, I came across an existing conversation in the community where various workarounds are provided. I encourage you to review them, as I believe they will be beneficial in helping you achieve your objective.

Deals - Automatic Sequential Numbering.

Best,

Diana

Re: Custom Code - Automatic Sequential Numbering for Deals

Bakertc — Thu, 28 Mar 2024 14:13:49 GMT

Have you considered using the autogenerated Record ID that Hubspot creates? It's the first column whenever you export a deal view.