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
- Click Administration → Auto Number, then click Add New
- Fill out the applicable data fields. Then click Save.
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.