Both 'with field value' and 'with fixed value' options can be used together to create unique values for the auto-number. When both are used, the auto-number will be generated in the order of 'field', 'fixed value', auto-number.
The Auto Number Tab is used to define a field to auto-increment values to uniquely define created documents. doc-link uses a 'check-out' procedure to ensure no two users can reuse any auto-number during the creation process. If any user begins creating a document where an auto-number is assigned, then cancels out of the process, the auto-number is 'checked-in' and can be reassigned to another user.
Include auto-number field – Check this box if a field in the Smart Form will be used as an auto-incremented number to uniquely identify the document. (e.g. – RPT001, RPT002, etc)
Process – The auto-number process refers to the logic used to distinguish between different sets of auto-incremented numbers. For example, each Company may elect to use different numbering schemes like: AP001 for Accounts Payable, AR001 for Accounts Receivable. The process determines this setup.
Click the ellipsis button to open the Auto-Number Process Manager.
Target Field – The target field is the Smart Form field that will contain the auto-number. The target field allows only header fields with a data type of 'string'.
Assign Value
When a field value changes - Choose a field from the drop down list. This option specifies that the auto-number field populates when the chosen drop-down field changes. For example, when company is selected, the auto-number field will populate.
When a new document is started - A new auto-number is created whenever a Smart Form is started regardless of a change to an independent field.
Prefix Number – Check this box if a prefix should be applied to the auto-number.
With field value – Applies to a chosen Smart Form field value from the drop-down box provided. See Explaining 'Values' for further explanation on 'Values'.
Can be one of the following:
Display Value – Corresponds to the value displayed in the Smart Form field.
Value – Corresponds to the ID of the field chosen.
Value2 – Corresponds to a code from the field chosen.
With fixed value – Applies a fixed value that is typed into the textbox provided. This can be alphanumeric.
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Both 'with field value' and 'with fixed value' options can be used together to create unique values for the auto-number. When both are used, the auto-number will be generated in the order of 'field', 'fixed value', auto-number. |
Configure Document Creation Plug-in
Configure Document Creation - General Tab
Configure Document Creation - Behavior Tab
