Plugin Mode

Batch Automatic Series Tracking

Summary

Click the button on the list screen to number, in bulk, any records that match the current filter and do not yet have a number. You can configure settings such as the numbering key, zero-padding, and prefix/suffix strings.

Smartphone support

This plugin supports smartphones.

How to use

Select the number field and configure the numbering format and key. Click the bulk numbering button on a list page to find unnumbered records matching the current filter. Confirm the count to assign and save numbers in ascending record-number order.

When it runs

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

  • When you open a record list page
  • When you click a button added by this plugin
  • When you reuse an existing record to create a new one
  • When you open a record creation or edit page

Click the button added by this customization to run the operation.

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.

Restrictions

Operation is not guaranteed in apps where the field code of the Record number field has been changed.

Notes

Only records with an empty number field are processed; existing numbers are retained. The field-disabling setting controls manual editing. Reusing a record clears its number field.

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

Actions

Conditions