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If you want to use incremental numbering for a field, this screen allows you to define the numbering sequence.

 

Note that you need to define the template before you can define the field.

 

The page describes:

  • adding a new incrementation template
  • editing an incrementation template
  • deleting an incrementation template 

To access Incrementation Templates, select System Management > Incrementation Templates.

The following page appears:

No templates have been defined in this screen shot.

Adding a new incrementation template

To add a new incrementation template:

  1. Click Create in the Actions menu
  2. A new form opens up:

     

  3. Enter information into the following fields. Note that you must designate either an Office or a Library. 

    Scope:

    The numbering sequence can be specific to a Record Type or apply to all records which contain the field to which this template applies.

    Select the relevant option from the drop-down list.

    Name:Specify a name for the template - it is probably best to use the name of the field for which the template is to be used
    Prefix:Optionally, specify a prefix for the sequential number
    Number of Digits:Enter the number of digits the number is to have, eg. 8. This would result in numbers with the format 00000001.
  4. When you have finished, click Save and close in the Actions menu.

The new template then appears in the list of templates.

You then need to define the field in Field Maintenance (old) which will use this template.

Editing an incrementation template

To edit an incrementation template:

  1. Tick the box next to the template to select it
  2. Click Edit in the Actions menu
  3. The same form opens up as for adding a new template
  4. Make the required changes
  5. Click Save and close in the Actions menu

This screen also shows you the last number used:

 

Deleting an incrementation template

To delete an incrementation template:

  1. Tick the box next to the template to select it
  2. Click Delete in the Actions menu

 

Caution! There is no warning message before the template is deleted.

 

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