Auto Numbering Example

To create new identification numbers in the Client Info Center, you could format the fields as shown in this example.

Enter these values in the first row on the Client Auto Number Format dialog box:

  • Item = Character
  • Default Value = 7
  • Actual Length = 1
  • Start Position = 1
  • Length Used in Number = 1

The first digit in the Sample Value field displays as 7.

Enter the second row as follows:

  • Item = CL.CurrentStatus
  • Default Value = ST
  • Actual Length = 50
  • Start Position = 1
  • Length Used in Number = 2

The second digit in the Sample Value field displays as ST, because the length is "r;2" and the start position is "r;1", which puts it immediately next to the first digit as entered in the first grid row.

Vision creates the number for a new Client Info Center record and populates the Number field as 7EX0000000 because:

  • 7 is the Default Value for the character field.
  • EX is the status (Existing) from the Client Current Status field. The default value changed from ST to EX because there was a value entered in the Relationship field. If no value were entered, the number would have been 7ST0000000.