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Claris Engage 2025 - March 25-26 Austin Texas ×

Reseting Serial Number in Portal?


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Posted

I have a table called "Bids". Each Bid is for one customer's job, but I want to give them options, so I have a portal called "Quotes". If I'm on bid 137, the Bid ID is 137, and the Quote ID is 137, but I want a field called Bid Number that is a serial number: 1, 2, 3, etc. Then on the next Bid, I want the serial number to reset.

The goal is to be able to save a PDF of the record, and the filename will use the Bid Number (ie. Customer Name Bid 1.pdf, Customer Name Bid 2.pdf, etc.)

The problem is the bid number keeps going, so on my 4th customer bid, it's says Bid Number 45 or something, even though it's the first bid I'm sending.

Thanks all...

Posted

The Customer record needs to store the bid number. It starts at 1 and gets incremented as each bid is added.

Note that such a numbering system is problematic. If the first bid is deleted then what should happen?

Posted

The Customer record needs to store the bid number. It starts at 1 and gets incremented as each bid is added.

Note that such a numbering system is problematic. If the first bid is deleted then what should happen?

Right, I have the BID ID, which is the key field, I just need a Bid Number that isn't used for anything special. So if I did 5 bids, the BID ID would still be 'X' on all of them, but the Bid Number would be 1,2,3,4,5. If I deleted bid 2, the others would need to just stay as the bids. So when the customer says, I received your 5 bid options, I'd like to go with option 3, it's still option 3.

Posted

Maybe Im overexplaining it.

I have a table, say BIDS TO CUSTOMERS, in that table each record is basically just a potential customer I enter, their phone number, etc. Then I have a portal of BIDS. Some customers may have 1 bid option, some may have 10.

BID TO CUSTOMERS has a key field "BID TO CUSTOMER ID"

BIDS has a key field "BIDS ID"

On each bid, I want it to say Bid #1, Bid # 2.

So if Bob Jones asks for a bid for carpet for his house, I can say "here are 3 bids", bid 1, 2 and 3. Bob chooses bid 1 and that's it. Then an hour later I enter a bid for Dave Smith, who wants carpet, and I say here are 4 bids, 1, 2,3 and 4.

This topic is 4587 days old. Please don't post here. Open a new topic instead.

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