Setting Suffixes on the Customer ID based on the Subsidiary via Workflow

Setting Suffixes on the Customer ID based on the Subsidiary via Workflow

Sometimes we have customers located on different Subsidiaries. Wouldn't it be great to categorize or indicate on what subsidiary they were located?

Users can set Suffix to the Company Name and set the value into the Customer ID.

Below are the steps to set suffixes on the Customer ID via Workflow :

Workflow Summary

 Basic Information
  Name : Set Suffix on Customer ID
  Record Type : Customer
  Sub Types : Customer
  Execute as Admin : Checked
  Release Status : Released
  Enable Logging : Checked

 Initiation
  Event Based : Selected

 Event Definition
  On Create : Checked
  Trigger Type : Before Record Submit
  
State 1 : Set Customer ID Field
 New Action : Set Field Value
  Trigger On : Entry
  Field : Name/ID
  Value
   Formula : CASE  {subsidiary} When 'Canada' THEN CONCAT({companyname},'  - CA')    when 'UK Subsidiary' Then CONCAT ({companyname},'  - UK') when 'United States' Then CONCAT ({companyname},' - US')  else {companyname}  END

Note : Setup> Company> Auto-Generated Numbers> Entities Tab> Customer : Allow Override should be enabled.