Custom Code - Automatic Sequential Numbering for Deals

ARoberts_CC
Member

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!

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1 Accepted solution
DianaGomez
Solution
Community Manager
Community Manager

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


loop Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.
Learn More

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2 Replies 2
Bakertc
Contributor

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

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DianaGomez
Solution
Community Manager
Community Manager

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


loop Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.
Learn More

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