Hiya. I'm looking to create a field on sales orders that contains the Customer ID and Sales order ID combined. Does anyone know if I can just do that with a formula sourcing both fields? Or do I have to just make a normal text field and then make a workflow that fills it in via formula?

Depends what you plan on doing with the info. A formula should work just fine, but that doesn't store to the DB, it just calcs every time you bring up the record. So you won't be able to use the value of that field in a lot of other places. Searches and reports for instance. Using the Workflow method will make it usable other places.

Okay, thank you. That's exactly what I needed to know.