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Require AutoNumbers

Our AutoNumber Best Practices article explains how to set up AutoNumbers for your categories.

Although the system automatically generates the AutoNumber, the user who creates the object can still modify the number, which could result in sequence gaps.

To configure your system to require the user to use the system generated AutoNumber, you can remove the Item Number from the New Page and the Details Page.

For Items:

  • Go to Setup -> Object Manager -> Item
  • Edit the Item New Page field set to remove the Item Number, click Save
  • Edit the Item Details Tab field set to remove the Item Number, click Save
  • Go to Propel Setup and click Refresh page layouts

If it is allowed to modify the Item Number for some Item categories, you can configure the system to allow that.

  • Go to Propel Setup -> Admin Settings -> Items
  • Select the category, and expand Category Specific Fields
  • Click Add
  • Select "Item__c.Name" for the API Name
  • Click Save
  • Go to Propel Setup and click Refresh page layouts

For Changes:

  • Go to Setup -> Object Manager -> Change
  • Edit the Change New Page field set to remove the Change Number, click Save
  • Edit the Change Details View field set to remove the Change Number, click Save
  • Go to Propel Setup and click Refresh page layouts

If it is allowed to modify the Change Number for some Change categories, you can configure the system to allow that.

  • Go to Propel Setup -> Admin Settings -> Changes
  • Select the category, and expand Category Specific Fields
  • Click Add
  • Select "Name" for the API Name
  • Click Save
  • Go to Propel Setup and click Refresh page layouts

 For Quality:

  • Go to Setup -> Object Manager -> Quality
  • Edit the Quality New field set to remove the Quality Number, click Save
  • Edit the Quality Detail View field set to remove the Quality Number, click Save
  • Go to Propel Setup and click Refresh page layouts

If it is allowed to modify the Quality Number for some Quality categories, you can configure the system to allow that.

  • Go to Propel Setup -> Admin Settings -> Quality
  • Select the category, and expand Category Specific Fields
  • Click Add
  • Select "Name" for the API Name
  • Click Save
  • Go to Propel Setup and click Refresh page layouts

 

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