Set Up Auto Numbering

The auto numbering feature automatically generates an identification number for new records that you enter in the hubs. You can define the structure of these identification numbers to match your business requirements.

To set up auto numbering:

  1. In the Navigation pane, select Settings > Workflow > Numbering.
  2. On the Numbers form, select a row in the System Numbering Format grid for the hub whose auto numbering system you want to define.

    The System Label column, the first column in the grid, displays the system label for the hub.

    When you create a user-defined hub that includes a Number field, a row is added to the System Numbering Format grid for it.

    These grid columns display the format for the hub:
    • Length
    • Leading Zeros
    • First Delimiter and Position
    • Second Delimiter and Position
  3. To set up automatic numbering for the hub's records, select one of the following options in the Auto Number Source column to specify the method to use for determining how automatic numbers are calculated.
    • Custom Method
    • Expression
    • Stored Procedure
    • Web Service
  4. Click in the Auto Number Format column, and then click to open the dialog box for the auto numbering method that you selected in the Auto Number Source column.
    After you define a format, <Auto Number Defined> displays in the Auto Number Format column.
  5. To allow users to enter a different number before a record is saved and an auto number is generated for the record, select the Allow Override of Auto Number checkbox.
    If an automatic number has been generated, you may need to use a Key Conversion utility to change the number, depending on the type of record.
  6. Click Save.