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Categories Automation
Created by Guest
Created on Mar 16, 2022

Add an Item row that automatically sequences.

A quote has 10 different rows / items and we need to refer to them as items 1.01, 1.02, 1.03 for instance. So we need to add a column that auto sequences to do this. Ideally this would happen automatically.

For that you would want either the 'ID' field, which is the QuoteLine ID, or the sequence. This would be something you have to configure in the quote table as to what fields are sent through.

This doesn't seem to be an option when configuring the fields for the table, I would recommend logging this as feedback at https://ideas.prospect365.com/ as I can see how this would be beneficial to be able to number the lines using the sequence.


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