Create Member # formula field

This creates a formula field that will display to the user the External ID (loaded from another system) if it exists - otherwise the auto-number generated by roundCause will be displayed.

Create Account Auto Number field

Under Customize -> Accounts, click Fields.

Create Account Auto Number field

Create Account Auto Number field

Scroll to Account Custom Fields & Relationships. Click New.

Create Account Auto Number field

Set the Data Type to Auto Number. Click Next.

Create Account Auto Number field

Create Account Auto Number field

1) Create the Field Label that users will see.

2) Set display format, starting number, and optionally have numbers generated for existing records.

3) Create the Field Name that developers and reporting tools such as roundScope will see.

4) Create the Description and Help Text.

5) Click Next

Optionally set the field as an External ID, for use in data loads.

Create Account Auto Number field

Set Field-level security. Click Next.

Create Account Auto Number field

Create Account Auto Number field

Add field to Account page layouts in use. By default these are Household Layout (rC Biographical) and Organizational Layout (rC Biographical). Click Save.

Create formula field for page layout display that will show either the External ID or Auto Account #

Create formula field for page layout display that will show either the External ID or Auto Account #

1) Create a new custom field on Account of type Formula Field

2) Define the values of the field as in the screenshot above

The formula text is relative to actual field names; in the example it is:

IF(ISBLANK(rC_Bios__External_ID__c) == FALSE, rC_Bios__External_ID__c , Auto_Account_Number__c)

The formula is checking if there is data in the External_ID__c field. If there is data, then the Account_Number__c field will be populated with the data in External_ID__c. Otherwise, Account_Number__c will be populated with the data from the autonumber field: Auto_Account_Number__c

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