Plugin Mode

Automatic Numbering

Summary

When you save a record, set a value using the auto-numbering feature. You can configure detailed settings such as the numbering unit, zero-padding and digit count, prefix/suffix strings, and the numbering key.

Smartphone support

This plugin supports smartphones.

How to use

Select the field for the generated number and configure its scope and numbering cycle. Adjust the digit count, prefix, and suffix to match your reference-number format.

When it runs

Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.

  • Immediately before saving a record
  • When you reuse an existing record to create a new one
  • When you open a record creation or edit page

Inline editing from the pencil icon on the list page is also included.

Parameters

Enter or select a value for each setting unless it is marked optional.

Field

Please select the field where you want to set the assigned value.

The following field types can be selected.

  • Text
  • Number

Fields inside tables cannot be selected.

Disabling a Field

Please choose whether to disable the field where the assigned value will be entered or to leave it enabled.

Available options:

  • Disable
  • While it remains enabled

Initial value: Disable

Whether to assign numbers on an application-by-application basis

Choose whether numbering is managed per app. This setting is optional.

Available options:

  • None
  • Numbering by app

Initial value: Numbering by app

Whether to fill in the zeros

Choose whether to pad the number with zeros to reach the specified digit count.

Available options:

  • Use
  • Not use

Initial value: Use

Digits

Specify the number of digits for zero-padded numbers. This setting is optional.

Initial value: 3

Prefix String

Enter text to place before the number, such as a reference-number category. This setting is optional.

Suffix String

Enter text to place after the number. This setting is optional.

Numbering Cycle

Choose the cycle for resetting the numbering sequence. This setting is optional.

Available options:

  • Nothing to do
  • monthly
  • yearly
  • fiscal yearly (staring in April)

Initial value: Nothing to do

Numbering Key

Enter a key identifying the numbering sequence. Use the same key for settings that should share a sequence. This setting is optional.

Notes

The field-disabling option controls manual editing. A number is assigned immediately before saving only if the number field is empty, so saving an already-numbered record leaves its number unchanged. Reusing a record clears the number so a new one can be assigned on saving.

The following actions and conditions are useful when building similar behavior in customization mode.

Actions

Conditions