I am working to rename each new custom object automatically upon creation. Soemthing like this: Random number - Company Name.
The custom object is associated to the Company upon creation however I haven’t been able to accomplish this as the workflow won’t let me pull the company name of the associated record.
I’ve tried a workaround where upon creation of the customer object it will update a field on the Company record which can then trigger the Company to update all associated custom objects with the company name. From there I trigger another workflow on the custom obejcts to rename itself when the Company field on the custom object is known.
The workaround doesn’t always trigger so I’m hoping there is a more efficient way to accomplish.
I hope this makes sense. I’m working to have a clean naming scheme and need assistance.
Thank you.