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Creating an Auto Number Field and Configuring a Workflow Rule (Managed Package)
For the managed package runtime, create an Auto Number field and Configure a Workflow Rule to populate the field.
This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.
- From Setup, click Create, and then click Objects, and then click Application.
- Scroll down to the Custom Fields & Relationships section and click New.
- Select Auto Number and click Next.
- In the Field Label field, enter the name of the field.
- In the Display Format field, enter the new display format. Click What Is This? for more information on display formats.
- Enter a starting number and click Next.
- Set the field-level security by setting the field to Visible for profiles that should see the field.
- Click Next.
- Click Save.
- Return to Setup and click Create, and then click Workflow & Approvals, and then click Workflow Rules.
- Click New Rule.
- Select Application and click Next.
- In the Rule Name field, enter a name.
- In the Rule Criteria section, enter NS_ApplicationReferenceNumber__c = '', where NS is the Vlocity namespace in your org.
- Click Save & Next.
- On the following page, click Add Workflow Action and then click New Field Update.
- In the Name field, enter a name for the update.
- In the Field to Update field , select Application Reference Number.
- Click Re-evaluate Workflow Rules after Field Change.
- Click Use a formula to set the new value.
- Click Show Formula Editor.
- Click Insert Field and select the Auto Number field you created.
- Click Save.
- Click Done.
- Click Activate.
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