auto assign prefix

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Posted on 10 Nov 2023 12:05:37 by Sean9

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I want to assign a prefix to a form when they select a specific lookup option. eg- report is for School A so A will be a prefix, if its School B, B will be the prefix. The prefix can be stored in the same table with the School type. Any solutions will be helpful

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Sean9 124 on 14 Nov 2023 at 10:44:25

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Re: auto assign prefix

Thank you @EricRegnier just solved it i was calling the whole table in the formula instead of the lookup and then the specific column for the prefix 🙂

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EricRegnier 8,714 Most Valuable Professional on 14 Nov 2023 at 10:32:40

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Re: auto assign prefix

If you hover over the error, what does it say? I tried on the account table and looks good from my side. Note: "Primary Contact" is a contact lookup and "Full Name" is a text column on the contact.

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Sean9 124 on 14 Nov 2023 at 10:23:28

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Re: auto assign prefix

hi @EricRegnier , thank you for replying, so i have been trying this like this:
so below calls the prefix and then the ID. The lookup column is called name in the table TAuditType. This formula keeps showing errors. Any idead?

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EricRegnier 8,714 Most Valuable Professional on 14 Nov 2023 at 10:13:15

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Re: auto assign prefix

@Sean9, cheers for clarifying. You can still achieve with formula columns, but you'll need to create an autonumber column with no prefix then in your formula column reference the value of that autonumber column, and done!

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Sean9 124 on 14 Nov 2023 at 10:08:08

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Re: auto assign prefix

Hi @dpoggemann , could i do this via a concat formula where i call a table and its column where the prefix is stored relating to the lookup and then put the autonumber in the currect table next to it?

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Drew Poggemann 9,278 Most Valuable Professional on 13 Nov 2023 at 16:27:48

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Re: auto assign prefix

Hi @Sean9 ,

I would do the following, hopefully it makes sense...

Setup standard autonumbering column that would not have a prefix.

Setup another text field that you can populate with a real-time workflow that concatenates a prefix (based on your A / B logic) and then the autonumber field on the backend. You can set this up if the field changes that might affect the value.

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ivan_apps 2,187 Moderator on 13 Nov 2023 at 15:23:27

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Re: auto assign prefix

I wish this was possible but the OOTB autonumber doesn't support dynamic prefixes. You would need a custom auto-numbering system created where you could define the prefix per choice value. I've done it in the past, the sequential numbering is tricky since you have to lock the table during the assignment of the sequential number, but if you add a random set of characters it's a bit easier.

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Sean9 124 on 13 Nov 2023 at 09:29:22

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Re: auto assign prefix

sorry, i meant prefix for the autonumber so users would select school A and then it would be A-1000 as the autonumber

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EricRegnier 8,714 Most Valuable Professional on 10 Nov 2023 at 12:26:18

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Re: auto assign prefix

Hi @Sean9,

You easily achieve this with formula columns. So the expression would be something like this.
Note: replace "Primary Contact" with the School lookup and navigate to the desired type, and replace "Account Name" with the remaining part.

Here's more info: https://learn.microsoft.com/power-apps/maker/data-platform/formula-columns

Hope this helps!

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