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Serial Number

Ability

Free Edition

Light edition

Professional Edition

Exclusive Edition

Serial number Assembly

Not supported

Support

Support

Support

Scenarios:

  • The system automatically generates fields and generates serial number information according to preset rules, such as purchase orders and project orders. A form can only have one serial number control.
  • Form design often involves coding production problems. Automatic coding can be easily generated through serial number fields. For example, in the purchase, sale and storage management, the order number and inventory number are set by serial number; In the commodity management, the commodity number is set by serial number field;

Field introduction

The serial number field refers to setting a regular serial number in the form. You do not need to enter it manually. After the form data is submitted, the serial number is automatically generated in sequence.

Description of component functions:

It is applicable to YIDA common forms and flow table single page types, and each form can only use one serial number component. Currently, it is not supported in custom pages.

Field properties

Common properties

Common properties of serial number components include:

  • Title: supports modification
  • Description: Custom
  • Status: normal, read-only, and hidden

Serial number rules

You can customize the generation rules of serial numbers based on your business needs. You can add a serial number to the serial number rule.Fixed character,Automatic Counting,Submission DateAndForm fieldsThe four rules are set as follows:

You can manually add, delete, sort, and edit serial number rule definitions.

  • Default rule: the automatic counting rule is provided by default and cannot be deleted.
  • Add: click the Add rule button and select the rule to be added. It supports automatic counting, submission date, and form fields 」
  • Sort: you can drag and drop the definition of sorting rules to sort the display content of serial numbers;
  • Delete: click the delete button after the serial number rule to delete rules other than automatic counting;
  • Edit: click the serial number rule to configure it as needed.

Automatic Counting

Automatic counting is the default preset rule for serial numbers. The related attributes are described as follows:

  • Count digits: The default value is 4 digits. The sequence number starts from 1, for example, 1, 2, 3...... 99, 1000....... Set the range2~5;The maximum number of Count digits can be limited to the maximum number of serial numbers (the upper limit is set to 5W for instance data). When the maximum number of Count digits is reached, the counting starts again. For example, when the count number is set to 4 and the count reaches 9999, the count starts from 0.
  • Fixed number of digits: it is enabled by default. Click to switch the on/off Status. After it is enabled, a fixed number of digits is displayed. For example, if the count number is 4 and the current count is 1, the serial number is displayed as 0001 when the number is fixed. If the number is not opened, the serial number is displayed as 1.
  • Reset cycle: The reset period refers to the condition that the serial number is re-counted. By default, automatic reset is not supported. Daily, monthly, and annual reset are supported..
    • Do not reset automatically: Do not reset the count on any date;
    • Daily reset: 00:00:00 every day, automatically starting from the initial value. If the initial value is 1, the records added tomorrow will be numbered from 1.
    • Monthly reset: 00:00:00 on the first day of each month, automatically counting from the initial value;
    • Reset every year: 00:00:00 on the first day of each year, automatically counting from the initial value.

Instructions

  • In the reset period, if the count reaches the maximum value,0Start counting again.
  • Even if the initial value is reset, as long as the reset logic is not triggered, the new serial number continues to increase according to the current rule. After the reset condition is manually or met, the reset is triggered, the count starts from the new initial value.
  • Initial value: the initial value refers to the initial value of the count, that is, the number from which the count starts. The system initial value is 1 by default.

Submission Date

Format support system for submission datePredefined format, you can directly select five predefined date formats in the drop-down box (year, year, month, year, month, day, year, month, day, minute and second), and support time zone configuration.

Description:

This rule only supports one configuration in the serial number component and cannot be repeatedly configured.

Fixed character

Fixed characters can be used to distinguish serial numbers of different businesses. Add a fixed character to the serial number rule and manually enter the character to be added in the text box after the fixed character. This rule supports adding multiple definitions.

  • Fixed characters can be used for two purposes:
    • Used as a connector. For example, between the creation date and the number, use-Connect symbols.
    • Identifies different businesses. Similar businesses may use the same serial number to write rules, but to better distinguish different business serial numbers, you can add a fixed word prefix to them.Character. For example, the YD-001 and delivery order of the receipt number are YD-001.
  • Support for special characters_ - + = / ( ) < > [ ] { } . ~,#% & *Others are not restricted for the time being. The total length of characters is 10 characters.

Form fields

In the serial number design, you may need to use the fields in the form as part of the serial number, so you can add form fields. Currently,Single-line text, date, value, drop-down single choice, single choice, date, address, country/regionAs a component of serial number.This rule supports adding multiple definitions.

Serial number reset

When you have submitted data in the form, you can manually reset the serial number. After the reset, the serial number will start counting again according to the set initial value.

Note:

After resetting, serial numbers will start counting again from the initial value according to the set rules. Repeated serial numbers may occur and take effect only for newly created data. This operation is irreversible. Proceed with caution.

Before resetting

Reset

Precautions

  • Only one serial number field can be added to a form.
  • Batch edit/import is not supported. Serial numbers can be repeated (reset is allowed).
  • The serial number field can only be added to the main table, but not to the subform.
  • Data is always submitted regardless of whether the serial number field is hidden.
  • Serial numbers cannot be modified through business rules or js.
  • The serial number component is not currently supported in the free version.
  • The functional adaptation scope of serial number components is as follows:

YIDA the following functional modules support serial number components

Description of adaptation scope

Associated form

  • Supports synchronous display, sorting, filtering, and synchronous update.
  • Supports reference serial numbers for associated forms.
  • You can set it to the primary/secondary information field and fill it with data.

Data Management page

  • Supports display, sorting, and filtering.
  • excel export
  • Batch edit/import is not supported. Serial numbers can be repeated (reset is allowed)

Form settings

  • Supports default data linkage
  • Business rules can be filled with serial numbers to the target form.
  • Support form formula verification
  • Permission field configuration is supported.
  • Serial number components are supported in the print designer.

Process designer

  • Support field permission control
  • Support Node submission rules-verification rules/Association operations

Integrated Automation

  • Add data, update data, and obtain a single or multiple data nodes support serial numbers components, that is, automatically fill serial numbers through forms generated by integration automation.
  • Support connector parameter configuration and message notification

Report

  • Supports display in reports and charts.

The serial number of the old system can be upgraded to the serial number component.

You can replace the system serial number with the serial number component and expand the consumption range of the serial number for the existing form with the system serial number setting enabled.

ClickSynchronous form system serial number, after the system serial number is upgraded to serial number component, the component can be used within the scope of functions such as integrated automation.

Attention:

However, this operation is irreversible and only valid for the new data in the current form. The serial number counting logic will be recalculated and generated according to the component configuration rules. Proceed with caution.

Before upgrading: Form settings> System serial number

System serial number configuration

System serial number details

After upgrading: Form Designer> serial number component

System serial number upgrade

Upgrade to serial number component

This doc is generated using machine translation. Any discrepancies or differences created in the translation are not binding and have no legal effect for compliance or enforcement purposes.
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