Hello, Can I customize the RECORD ID for a specific property such as DEALS? I want to use the the Record ID to idintify each deal I'm working on and use it for the company internal use such as quoting... Thank you, Karim
What specific customization do you have in mind for the RECORD ID? Are there particular attributes you want to include for each deal?
I can help you implement a tailored RECORD ID system that meets your internal requirements for quoting and deal management. My approach will ensure that your identifiers are both unique and relevant to your operations, streamlining your workflow effectively.
With over 5 years of experience in database management and custom development, I’m confident in delivering a solution that aligns with your needs.
Let’s discuss this further over a quick call if you’re interested.
Hey, @Karim0👋 Object IDs (Deals, Contacts, Companies, etc.) are generated by HubSpot for each portal and are not customizable. You'll need to look a creating a custom property and generating + populating it yourself (via an import or using the API, for example) if you need to use something custom.
Can you help and tell me how to create that? I want to create a custom property that generate a sequence ID that starts with specific letter and from certain number such as (X25010101) LETTER>YEAR>MONTH>DAY>NUMBER
Can we make the letter changes based on the deal type (such as Deal type: WATER starts with W, and Deal Type FIRE start with F) Regards,
Hey, @Karim0👋 I may not be able to give a complete solution, and I am happy to brainstorm with you. Questions:
do you have an Operations Hub Professional subscription? This would provide us with access to custom coded workflow actions
if not, do you have developer resources? I'm sure we could map out a simple app that could do the generation and submission to the corresponding Object API(s)
The issue I see is that we can create the custom property to “hold” these generated sequence IDs. But we need some way to generate them first.