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How to Assign Sequential IDs Starting from 1 When Adding Records to the Yoom Database

As of Nov 16, 2023

Yoom Customer Service avatar
Written by Yoom Customer Service
Updated this week

Q: Can I assign sequential IDs starting from 1 to a separate column when adding records to the Yoom database, in addition to the default Yoom record ID?

A: Yes, it is possible!

While this isn't possible directly within Yoom, you can use Google Sheets to automatically generate and assign sequential IDs starting from 1.


🛠️ Steps to Set It Up

⬇️ Example Data to Retrieve

⬇️ Yoom Database for Storing Retrieved Data

⬇️ Flowbot Overview


🛠️ Step-by-Step Guide

Step 1. Prepare the Google Spreadsheet for Sequential IDs

Create a Google Spreadsheet that will generate and store sequential IDs.

In Sheet1, set the following:

  • In cell A1 enter the formula, ={"ID"; iferror(SEQUENCE(counta(B2:B)))}

    This generates sequential numbers based on the number of entries in column B.

  • In B1, enter any placeholder value (this will later correspond to form data).

In Sheet2, set up the following:

  • A1: Type “ID”

  • A2: Enter the formula =COUNTA('Sheet1'!A2:A)

    This returns the latest sequential ID.

Step 2: Retrieve Data from Google Sheets

In Yoom, go to the Flowbot editor screen and select Google Sheets.

Choose Retrieve Record and set the following:

  • Spreadsheet ID: Select the appropriate spreadsheet.

  • Sheet Name: Choose the sheet containing your data.

  • Range: Enter A1:D.

Under Search Conditions, set a condition to filter the data.
For example,

  • Condition: “Company name is not empty.”

This ensures only rows with company names are retrieved.

Step 3: Add Data to Google Sheets from Yoom

In Yoom, go to the Flowbot editor screen and select Google Sheets.

Choose Add Record and set the following:

  • Spreadsheet ID: Select the same spreadsheet.

  • Sheet Name: Choose “Sheet1”.

  • Range: Enter A1:B.

For Values, use the form data retrieved in Step 2 to populate the appropriate columns (e.g., the "Any Value" column in Sheet1).


Step 4: Retrieve the Latest ID

In Yoom, go to the Flowbot editor screen and select Google Sheets and select the action “Retrieve Value.”

Set the following:

  • Spreadsheet ID: Select the same spreadsheet.

  • Sheet Name: Choose “Sheet2.”

  • Range: Enter A2 to get the latest ID.

  • Direction: Select Column direction.

Test the operation to confirm that the latest ID is retrieved successfully.

Step 5: Add Records to Yoom with Sequential IDs

In Yoom, go to the Flowbot editor screen and select Yoom. Select the action “Add Record."

Configure it with:

  • Project: Select the database where you want to add the data.

  • Action: Choose Add Record.

  • Create/Update Data:

    • Use the retrieved ID from Step 4 for the ID field.

    • Use the form data from Step 2 for the remaining fields.

You’ve now successfully set up a workflow that assigns sequential IDs starting from 1 to records added to the Yoom database.

Search Keywords

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