Auto ID generation for Opportunity Record

[Fatima]

Hi,

I’d like every new Opportunity record to automatically generate a custom ID in the following format:

OurCompanyName_DateCreated_AutoNumber
Example: MZ_20260212_43

So far, I’ve added an Auto-Increment field, which successfully generates the numeric part (e.g. 43). However, I’m unable to include the company prefix (MZ) and the Opportunity creation date in the same field.

Is there a way to concatenate text + date + auto-increment into one field in ESPO?

Would this require setting up a Workflow, or is there a cleaner/native way to achieve this?

Any guidance would be appreciated.

[heint]

Greetings, Fatima,

You can add code below to paste your custom text and date in needed format:

$companyPrefix = 'MZ';
$date = datetime\format(datetime\now(),null, 'YYYYMMDD');

ifThen(entity\isNew(),
cCustomId = string\concatenate(
$companyPrefix,
'_',
$date
);
);

cCustomId - name of your custom field.

Just add incrementNumber part to the "string\concatenate" function to get all the ID

[heint]

Additional question just out of curiosity. How exactly do you implement "an Auto-Increment field, which successfully generates the numeric part"?