Set Up Auto Numbering

The auto numbering feature automatically generates an identification number for new records created in hubs. You can define the structure of these identification numbers to match your business requirements.

To set up auto numbering:

1. On the Navigation menu, click Settings > Workflow > Numbering. When you create a user-defined hub that includes a Number field, a row is added to the System Numbering Format grid, which allows you to define the numbering structure for the new hub.
2. On the System Numbering Format grid, select the row with the numbering format that you want to set up. These grid columns display with the format for the row:
   • System Label
   • Length
   • Leading Zeros
   • First Delimiter and Position
   • Second Delimiter and Position
3. If you use automatic numbering, select one of the following options as the source for the auto numbering.
   • Custom Method
   • Expression
   • Stored Procedure
   • Web Service
   • <None>
4. If you select an auto numbering source in the Auto Number Source column, the Auto Number Format column is enabled and required. Click in this column and then click to open the Configuration for that type of source dialog box. The contents of the dialog box reflect your selection in the Auto Number Source column. After you define a format, <auto number defined> displays in this column.
5. Select the Allow Override of Auto Number check box to allow the user to enter a different number before the record is saved and the auto number is generated for a record.

   If an auto number has been generated, you may need to run a Key Conversion to change the number depending on the type of record.

6. Click Save.