A document setting is the recipe for automatic numbering of one entity's new records. When a record is first saved, each active setting of its entity builds series, separator, date part, separator and zero-padded running number, and writes the result into the destination field, replacing anything typed there. Settings are managed under Setup, Feature Hub, Platform, Document settings, or per entity in the Design Studio. Most shipped settings are active and use a daily date format, so their counters restart every day. When standard metadata is locked, a shipped setting accepts changes only to Active and Default Series.
Fields
| Field | Label | Type | Required | What it does |
|---|
AutoNumberLength | Auto Number Length | Number | | The minimum width of the running number, padded with leading zeros. 0 means no padding. Longer numbers are not cut short. |
ConcatenationCharacter | Concatenation Character | Text | | One character placed between the series, the date part and the running number. Empty joins them directly. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DateFormat | Date Format | Text | | How the date part is written. Only the tokens {DD}, {MM}, {YY}, {YYYY}, {FY}, {FYYY} and {YYYYFY} are replaced, and the FY tokens print the calendar year. Any other text is copied literally, so yyMM appears as yyMM. Empty gives the four-digit year. Each distinct date part has its own counter. |
DefaultSeries | Default Series | Text | | The fixed series prefix used when there is no Series Field or it is empty. When standard metadata is locked, this is one of the two fields a shipped setting still accepts. |
DestinationFieldName | Destination Field Name | Text | | The field that receives the generated value. When it is Name, the record's Label gets the same value. Keep one active setting per destination field. If two active settings write the same field, only one is used. |
EntityName | Entity Name | Text | | The entity whose new records are numbered. Required. |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | Only active settings number records. The server default is off, but the New dialog's Active switch starts on. While a setting is off, records keep the value that was typed. |
Label | Label | Text | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
SourceDateFieldName | Source Date Field Name | Text | | Optional field that supplies the date part. When it is empty or holds no date, the creation date in UTC is used. |
SourceSeriesField | Source Series Field | Text | | Optional field on the record whose value becomes the series, for example a branch code. It takes priority over Default Series and falls back to it when empty. A calculated field's formula is evaluated at save time, including formulas that read through a lookup, but not totals over child records. The field must already have its value when the user saves. Values a business rule sets come too late. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Clone |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditInLine | Edit | Edit | Edit |
New | New | New | New |
