Create an ID rule

  1. Select Admin > Tools > ID Generator.
  2. Click New.
  3. Specify this information:
    Name
    Specify a name.
    Description
    Provide a brief description.
    Max Length
    Specify a value for the max length.
    Module Type
    Select a module type that will be associated with the ID Generator rule.
    Allow Manual Override
    Select to allow manual editing of generated IDs on records.
  4. Create the ID format by specifying values on each of these tabs:
    Note: To verify the ID format, refer to the Generated Sample field.
    • Strings (S)
      1. Click the Strings (S) tab.
      2. Select Click here to add a new row.
      3. Specify this information:
        Value
        Specify a value.
        Length
        This field is updated automatically.
    • Number Series (NS)
      1. Click the Number Series (NS) tab.
      2. Select Click here to add a new row.
      3. Specify this information:
        Length
        Specify a value for the length.
        Increment
        Specify a value for the increment.
        Starting No.
        Specify the starting number.
        Current Value
        This field is updated automatically.
    • Contextual Value (CV)
      1. Click the Contextual Value (CV) tab.
      2. Select Click here to add a new row.
      3. Specify this information:
        Info Cluster
        Select an Info Cluster from the list.
        Field
        Select a field from the list.
        Use Code/Name
        Select code or name from the list.

        This will determine if the field value that will be used is the record's code or name.

        Starting Value
        Specify the starting value.
        Length
        Specify a value for the length.
    • External Value (EV)
      Note: The External Value (EV) tab only appears when you configure ID rules for styles.
      1. Click the External Value (EV) tab.
      2. Select Click here to add a new row.
      3. Specify this information:
        Type
        Select a type from the list.
        Ref. Value
        Specify a reference value from the list.
        Starting Value
        Specify the starting value.
        Length
        Specify a value for the length.
  5. Optionally, click the Sequence tab and set the sequence number of each ID rule item to reorder the ID format. You can also drag and drop ID rule items to rearrange the sequence.
    Note: The Seq # determines where your specified ID rule item will be positioned in the ID format. To verify the ID format, refer to the Generated Sample field.
  6. After you have finalized the ID format, click Save.