Custom Workspace Names Step 3: Creating a Concatenated Field

The third step in creating a Custom Workspace Display Name is to create a concatenated field that contains the contents of the Text field and the Item Number field you created. Once you have created the concatenated field, it appears in the Set Custom Display Field list when you edit a workspace type.

Note: This procedure assumes a familiarity with the Custom Field Wizard and does not go into detail about all the options the wizard contains. For more detailed information about creating custom fields, see Creating Custom Workspace Type Fields.

To create an Auto Name Number concatenated field:

1. In Step 1 of the wizard:
2. Give the field a name.
   The name should be descriptive so you can identify it in the Set Custom Display Field list. For example, Workspace-name-concat.
3. Specify that it is a Required field.
4. Specify that it is a Profile field.
5. Select the workspace type in which the field should be included.
   Note: You should select the same workspace type you selected for the Text field.
    

2. In Step 2, specify that the field is a Calculation field.
3. In Step 3, specify that the field is a Concatenated field.
4. In Step 4:
5. Select the Text field you created (Workspace_auto-name_start in this example) and double-click to move it to the Concatenation Formula list.
6. Double-click the Item Number field you created (Workspace_auto-name_number in this example) to add it to the Concatenation Formula list.
7. Click Save & Finish to save the new field.

Continue to the next step: Configuring a Workspace Type Display Name.

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