Autogenerate Numbers for Documents

Dear All

Can I have documents that are auto numbered from a certain folder or class. For Eg. Class with Name "Star" has an auto number of "STAR-001", then Class with name "Moon" has an auto number of "Moon-001". Basically each class has a prefix and then the next number. is this possible?

Thank you
Parents
  • If you can have a value list property on the objects with the year in question (ie. 2020 - 2021 - 2022 and so on) and use that property as part of your sequence rule then the sequence would automatically start from the beginning when the first object uses a new year value. Depending on the use case this property could be set manually by the user or automatically by the system, for instance based on some other date property (e.g. Document date: 4.3.2021 -> automatically set Document year: 2021).

    If you need to reset a sequence manually you can either change the sequence identifier or as an advanced option modify the current sequence values in the Named Value Storage in namespace M-Files.ComplianceKit.UniqueSequences. (Access to NVS via Named Value Manager or Custom Vault Data.)
Reply
  • If you can have a value list property on the objects with the year in question (ie. 2020 - 2021 - 2022 and so on) and use that property as part of your sequence rule then the sequence would automatically start from the beginning when the first object uses a new year value. Depending on the use case this property could be set manually by the user or automatically by the system, for instance based on some other date property (e.g. Document date: 4.3.2021 -> automatically set Document year: 2021).

    If you need to reset a sequence manually you can either change the sequence identifier or as an advanced option modify the current sequence values in the Named Value Storage in namespace M-Files.ComplianceKit.UniqueSequences. (Access to NVS via Named Value Manager or Custom Vault Data.)
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