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en:extensions:workflowdesigner:tasks:expert:custom_numbering [2014/10/15 09:30] swarnat |
en:extensions:workflowdesigner:tasks:expert:custom_numbering [2021/09/19 23:30] (current) swarnat |
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====== Set custom Record Number ====== | ====== Set custom Record Number ====== | ||
- | If you want to use different Record Numbers for Invoice/Accounts/Contacts based on some conditions, you could use this task. | + | https://manuals.redoo-networks.com/wiki/manuals/view/Workflow%20Designer/Workflow%20Actions/Special%20Tasks/Set%20custom%20Record%20Number/# |
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- | This allows to set a increasing Number across differnet modules. **Every number will be used only one time!** | + | |
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- | {{ :en:extensions:workflowdesigner:tasks:record_sequence.jpg?direct&200|}} | + | |
- | You could create multiple different "number sequences". | + | |
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- | The field **Write in this field** will set the field, which should contain the sequence. | + | |
- | The field **Number Row** contains the name of the sequence. If you use two blocks with the same name, they will use the same sequence. You could choose the sequence also from a list of already existing sequences. | + | |
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- | The next fields are only relevant if you want to create a new sequence. They are read only if you choose a existing one. | + | |
- | The field **Length of Number** contains the complete length of the string. If the next sequence Number will be shorter, it will filled with leading zeros. | + | |
- | The field **nextID** will contain the next used ID. (You could start for example on 1000) | + | |
- | The field **prefix of number** will set the prefix, which will set before the Number and written in the field, too. | + | |
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- | For example you could configure to create Record No like this: | + | |
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- | | Quote A | R0001 | | + | |
- | | Quote B | R0002 | | + | |
- | | Invoice A | R0003 | | + | |
- | | SalesOrder A | R0004 | | + | |
- | | Quote C | R0005 | | + | |
- | | SalesOrder B | R0006 | | + |