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I've a custom auto case-number field for one of my case record type (Quality Report). Every time a new case is created, the auto case number is generated (ex: QR-1287). However, the auto number field is generated even when a case is created in other record types (QR-1288, QR-1289....) . How do I avoid it? I want the auto case number field to update only on a single case record type, the case number should QR-1288 only if the record-type is of Quality Report. Please help.

2 Answers 2

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Autonumber field in SF is the same auto number field you get in the Traditional Database (Oracle,MySQL etc) . That being said as its handled by the Internal Database and not the SF implementation there is no way one can change this behavior.

You can do a workaround,

  1. Make the name field as Text instead of autonumber
  2. Create a new Autonumber field you want
  3. Create a workflow rule, on created that checks the record type and then updates the name of the record using the autonumber field present on the record.
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  • Hey Pranay, Thanks for the reply. If I use the above WFR, Would I be able to fire the auto-number only for specific record type then?
    – Shashank N
    Commented Sep 17, 2018 at 21:40
  • Yes you can add condition in WF rule that will allow you to fire on when certain conditions are met. Commented Sep 17, 2018 at 21:47
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I suggest code-based handling for the above problem,

In the before Insert section of trigger: Use two variables:- (a) recordTypeId and (b) count

Steps:- String recordTypeId = Schema.SObjectType.Case.getRecordTypeInfosByName().get(*-YOUR Record Type Label- *).getRecordTypeId();

integer count = database.countQuery('SELECT count() FROM Case WHERE RecordTypeId =: recordTypeId');

Now iterate on the new list: for(Case caseObj : Trigger.New){ if(caseObj.RecordTypeId == recordTypeId){ count = count + 1; caseObj.text field = 'your prefix- '+String.valueOf(count); } }

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