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create a trigger after a record of a custom object called portfolio
Hi
I am trying to create a trigger after a record of a custom object called portfolio is created (accounts object is the master). Trying to update a text field on a portfolio record called portfolio number based on combining a number value from accounts field (called client ID) + "="+ and sequence number (1 2 3 4 ....) based on the no. of portfolio records created per account.
However I still want to manually update the text field and put a sequence no as required. Then if I try to create the next record it should pick up the next sequence no. from the highest sequence number in total portfolio records per account.
Can you help me in achievieng this request? Hope I make sense.
Thanks
I am trying to create a trigger after a record of a custom object called portfolio is created (accounts object is the master). Trying to update a text field on a portfolio record called portfolio number based on combining a number value from accounts field (called client ID) + "="+ and sequence number (1 2 3 4 ....) based on the no. of portfolio records created per account.
However I still want to manually update the text field and put a sequence no as required. Then if I try to create the next record it should pick up the next sequence no. from the highest sequence number in total portfolio records per account.
Can you help me in achievieng this request? Hope I make sense.
Thanks
George AdamsCan you post the code you've written so far?
Have you tried Process Builder ?