When you save a record, automatically number it based on the fiscal year.
This plugin supports smartphones.
Choose the fiscal year start month and the field for the assigned number. Configure the digits, zero-padding, prefix, suffix, and whether to disable the field. The plugin uses the date of saving to determine the fiscal year and assigns a number only to unnumbered records. Reusing a record clears its number so a new one is assigned on saving.
Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.
Inline editing from the pencil icon on the list page is also included.
Enter or select a value for each setting unless it is marked optional.
Specify the first month of the fiscal year used by your organization.
Available options:
Initial value: October
Please select the field where you want to set the assigned value.
The following field types can be selected.
Fields inside tables cannot be selected.
Please choose whether to disable the field where the assigned value will be entered or to leave it enabled.
Available options:
Initial value: Disable
Choose whether to pad the number with zeros to reach the specified digit count.
Available options:
Initial value: Not use
Specify the number of digits for zero-padded numbers.
Enter an integer of 1 or greater.
Initial value: 3
Enter text to place before the number, such as a reference-number category. This setting is optional.
Enter text to place after the number. This setting is optional.
The following actions and conditions are useful when building similar behavior in customization mode.