Configuring Custom Numbers Configuring Custom Numbers
You can include a field on the Incident, Problem, Change, Service Contract, and Purchase Request screens for entering a custom number, or an automatically generated number consisting of a prefix, suffix, and sequence that you configure. The number can be up to 15 characters.
The Custom Number configuration fields appear after selecting Yes in the Include Custom <record type> Number field. There are two methods for configuring custom numbers: a manually entered option or an automatically generated option.
The Manually Entered option displays a field for entering a custom number. Use the following fields to configure this option:
Select On in the Required on Save field to require entry in this field before the record can be saved.
Select On in the Mark Read Only Once Saved field to prohibit entry in the field after the record is saved.
The Automatically Generated option creates numbers automatically based on prefix, suffix, and sequence settings that you configure. You can either use a static (fixed) custom prefix and suffix, restricted via a start and end number if desired. Prefixes and suffixes can be static (fixed) or dynamic; however, if you have a dynamic prefix you must have a static suffix. The number cannot exceed 15 characters; the gray box contains a current character count and example of your entries.
In the Prefix Options section, select the Use Prefix checkbox to configure characters that will precede the custom number. Then select the prefix type: static (fixed) or dynamic (a day, month, and/or year combination).
If using a Dynamic prefix type, select the day, month, and year combination in the Prefix field. You can optionally enter a character (such as a hyphen) in the Prefix Separator field. Note that the year will change when the first record is created after 12:00pm on December 31.
If using a Static prefix type, enter the characters (letters, numbers, or symbols) in the Prefix field.
Use the fields in the Sequence Details section, to configure the sequence number between any configured prefix and any configured suffix.
Enter the number to start the sequence in the Start Sequence At field.
Your selection in the Prefix field will determine the Restart Sequence field. If you select yyyy and you wish to restart the sequence when the first record is created after 12:00pm on December 31, select Yes in the Restart Sequence Yearly field.
If you wish to restart the sequence after the sequence number reaches a specified maximum (for example, after the sequence number reaches 1000), enter the maximum number in the Restart Sequence After field. If not specified, sequence will restart at maximum allowed (999999999).
Select the Use Suffix checkbox to configure characters that will be placed after the custom number. If using a Dynamic prefix type, you’ll need to use a static suffix.
If using a Dynamic suffix type, select the day, month, and year combination in the Suffix field. You can optionally enter a character (such as a hyphen) in the Suffix Separator field. Note that the year will change when the first incident is created after 12:00pm on December 31.
If using a Static suffix type, enter the characters (letters, numbers, or symbols) in the Suffix field.
