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Set Up the Formula for Custom Numbers
A custom numbering system can include specific information and you can establish a custom formula for that system.
- On the Setup page, go to Custom Metadata Types.
- Click Vlocity UniqueId Generator Setting.
- Look at the Custom Fields provided by Vlocity. Edit the existing custom fields or add new custom fields if you need to.
- Click Manage Vlocity UniqueId Generator Settings.
- Click AssetSetting > Edit.
- Change the label and name if needed.
-
Choose the Object Type used by the product you're setting
up numbers for.
For example, for policy numbers, enter Asset into Object Type, for censuses select Census, and so forth.
- In the Format field, enter a formula for the policy number.
- Click Save.
For example, you enter the following into the Format field: %Product2.ProductCode%+"-"+GLOBALAUTONUMBER()+"-"+YEAR(%ExpirationDate__c%)
With
this formula, the policy number Vlocity generates will include the product code, the
auto-generated number, and the expiration year of the policy. For example:
WHLLIFE50-VL-000028-2020.
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