How to populate the broker's listing ID for listings

If you want to have an automatically filled field, it´s just a few clicks to have this generated:

 

1. Create an Autonumber field on the listing object:

To make sure that this is working for all listing, we recommend to check "Generate Auto Number for existing records" during the field creation.

 

2. Create a new workflow rule which triggers if the field is not filled yet:

Depending which Propertybase field packages are installed in your ORG you need to create a field update for all broker´s listing ID fields (in this example there are two).

Do not forget to activate the rule and whenever you save now a listing where the broker´s listing ID field is not filled, it will be filled with your autonumber.

Powered by Zendesk