xMatix
Sign in Request demo
xMatix
PRODUCTS
SalesField Sales & SFACRMRewardsClaimsInventoryProcurementWarehouse ManagementField ServiceServiceSupportTelephony & MessagingFinance & AccountingPayrollExpense ManagementCommercePortalsAnalytics & ReportingData StudioMobile AppSee all products →
PLATFORM
Platform overviewApp BuilderAutomationIntegrationsSecurity & GovernanceChange ManagementDevelopers
SENSE AI
Sense AI overviewSense AssistSense ControlSense VisionAI StudioTrust & governanceIn Claude & ChatGPTUse cases
SOLUTIONS
Auto DMSConsumer Goods DMSSales Force Automation (SFA) FMCG & DistributionManufacturing & Dealer NetworksAutomotive & DealershipsPharma & HealthcareConsumer DurablesAgri-InputsBuilding MaterialsService NetworksWarehousing & 3PLFinancial AccountingERP SoftwareIndia GST ComplianceUAE VAT & e-InvoicingSaudi ZATCA & VATAll solutions →
RESOURCES
Knowledge CenterDeveloper & CLIBlogGuidesWhat is xMatix?Company facts
COMPANY
AboutCareersPartnersEventsContactAuthorsLegal
Sign in Request demo
Home/Docs/Entity Reference/Document Name — entity reference
REFERENCE · Last reviewed

Document Name — entity reference

The running counter behind automatic document numbering. There is one row per counter key, which is the series text plus the separator and the formatted date part (for example INV-25102026 or SO-2026), so every distinct date part restarts at 1. Rows are created the first time a key is used and are shared by every document setting and entity whose series and date part produce the same text. Administrators see the counters on the Document Numbers tab of a document setting (Setup, Feature Hub, Platform, Document settings) and can change Last Number Used there. The entity has no app or list of its own.

Fields

FieldLabelTypeRequiredWhat it does
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTimeYes
DateFormatDate FormatTextNot stored. The date format lives on the document setting, and the formatted date part is already part of Document Series.
DocumentSeriesDocumentSeriesText, uniqueThe counter key: the resolved series (Series field value or Default Series), the separator and the formatted date part, for example INV-25102026. Unique within the organization. A different date part means a different counter.
EntityNameEntity NameTextThe entity that most recently took a number from this counter. It is overwritten on every allocation, so a counter shared by several entities is listed on the Document Numbers tab of the entity that used it last.
IdIdGuidYes
LastNumberUsedLast Number UsedNumberThe highest running number handed out for this key. The next record in the series gets this value plus one. An administrator can change it with Edit last number used (0 or more). Raising it continues numbering from another system. Lowering it below numbers still in use makes built-in entities skip taken numbers and can give custom entities duplicate numbers.
ModifiedByIdModified ByLookup → UserAccountYes
NameNameTextThe counter key, identical to Document Series. Set when the counter is created.
OwnerIdOwnerLookup → UserAccountYes
RecordTypeIdRecord TypeGuid, hidden
UIPropsUI PropsText
UpdatedDateTimeModified DateDateAndTimeYes