I’d like to use a complex ID for my contracts like in “C_XYZ_123456”, with C indicating a contract id, XYZ being a alphanumeric customer id and the number being a simple sequence(could be customer specific or simply a numeric sequence of all contracts).
I am currently thinking of a max efficient way to make this a reusable automation flow upon creation of a new contract. Any recommendations?
Best
Roland
I assume this ID will never change. So creating this ID during the creation of the record seems like i good idea to me, yes.
You can easily use an Automation flow for it which is triggere upon creation of the contract. However, keep in mind that an automation flow is an asynchronic way to change data. So always make sure this ID has been created before using it in other flows.
If the creation of contracts is only executed on one or two places, it might also be more logical to put the flow part right behind it in execution. That way it’ll be created instantly together with your contract. Since it’s only one flowpart it’s not a big piece of logic you’re adding.
All together my advice is not to use an automation flow, but to add it right after the flowpart to create the contract.