Hello, I’d like to create a new property on the Deal object that takes the Record ID and truncates it to 5 values. Is this p…

Hi @LWest0 The only idea I can offer you is to use a custom coded workflow action to grab those last five digits and copy the…

Hi @LWest0 , I can confirm what @trevordjones shared; as far as I know this requires an Operations Hub Professional or Enterp…

Hi @LWest0 , Actually this community post from @karstenkoehler explains a workaround that you could use to do this quite wel…

@trevordjones and @LWest0 , I also don’t have a workaround solution without having access to custom coded actions…unless you w…

Hi Trevor! Thanks for getting back to me & exposing a solution and our limitations! We don’t currently have that license so …

Hi @LWest0 (thanks for the tag @trevordjones ). Could I ask - why change the record ID in a new property? Is there a different…

Thanks to you all and good point Dan! We are essentially looking for an automated unique ID # with 5 digits. You’re right tha…

Nice find @trevordjones , thanks for sharing!

Yes! Thank you so much Trevor & everyone else who helped out.

Truncate a Property Using a Calculation Property

Smart CRM & Sales Hub Tips, Tricks & Best Practices

trevordjones January 31, 2024, 2:46am 5

I wish I had more to offer! I can say that I personally know of no solutions that will do what you are asking for without custom code.
Maybe Jennifer or Dan will have an alternative to offer.

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Truncate a Property Using a Calculation Property

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