Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

For some document types, it's helpful to automatically generate a new number when creating a new document. For example, when we create a new Work Order (WO), it will have the number WO#0000021. 

Adding a new a Auto Number

  1. Click Administration → Auto Number, then click Add New

    Image Added

    Image Added

  2. Fill out the applicable data fields. Then click Save.

    Image Added

    Applies To*: select the entity to apply the auto number rule to.
    Format String*: the string that support the following special tokens
       + e:entityproperty
       + d:datetimeformat
       + n:numberformat
    For example, we specify the auto number format for WO as following: WO#e:Location.Name#d:MMyyyy#n:000000. Then we will have the generated number:
    WO#CH Building#042018#000009 as an example.