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Can Daptiv auto-generate document numbers?

Last post 12-19-2007 12:57 PM by KarenS. 2 replies.
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  • 12-19-2007 11:24 AM

    • KarenS
    • Top 25 Contributor
    • Joined on 10-18-2007
    • Davis, CA
    • Posts 20

    Can Daptiv auto-generate document numbers?

    I have a construction team that requires document numbers for all documents associated with their projects. I'm looking for a way to auto-generate unique document numbers for all documents in a project type? I think I have figured out how to generate unique numbers within a project, but the same doc numbers are repeated in other projects within the same project type.

    Thanks,

    Karen
  • 12-19-2007 11:48 AM In reply to

    Re: Can Daptiv auto-generate document numbers?

    We were just troubleshooting this on Monday.  You are correct, it is not possible to set a unique identifier for a document in the enterprise (compared to a unique identifier within a project) through the general UI (I am pretty sure it is possible through reports, but that's not really helping in the general user sense).  Sorry Karen, if we figure out a workaround we'll post up.

    For those that are interested in unique ID's for single project items:

    For some reason the Item Number custom field is not exposed for native applications (tasks not relevant).  So as a trick, try creating a custom calculation field (in Documents for example):

     Admin>Applications>Documents>New Custom Field

    1. Title it "Document Number" or whatever your ID number should be. Not required is fine.
    2. Set it as a Calculation
    3. Standard settings are fine, maybe set zero decimals
    4. In Step 4, highligh ID and "Add" it to the forumla box and save.

    Whenever you add a document to a project it now exposes it's ID in the calculation field.  The first doc you add is 1, second is 2 and so on.  Updating a version of that document retains its original ID number.  This can be displayed in the details screen or the documents tab as a field.

     

     

    Steve Thompson | Solutions Consultant
    Daptiv


  • 12-19-2007 12:57 PM In reply to

    • KarenS
    • Top 25 Contributor
    • Joined on 10-18-2007
    • Davis, CA
    • Posts 20

    Re: Can Daptiv auto-generate document numbers?

    Thanks, Steve. That's exactly what I did to get the doc numbers I have. Hopefully we'll figure out how to make that enough. I appreciate you posting a solution/workaround should one arise.

    Karen
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