Reference numbering can only modified whilst your project is in set up mode.
When your project is created, all Form types will have a default numbering sequence assigned to them. To check the sequence go to.
1. Configure.
2. Document types.
3. Click on the Form type you want to check.
4. And scroll to the Document numbering section.
Want to Change the Default Sequence?
Depending on your organisation's requirements you may need to alter the default reference numbering scheme.
Reference numbering can only modified whilst your project is in set up mode.
Configuration Options
| Option | Description |
|---|---|
| Prefix | Usually the Form type. |
| Sep | This separates the Prefix and the following options Possible to have Different separators for Draft and issued forms |
| From | Adds the Author Organisation to the reference |
| To | Adds the Recipient organisation to the Reference |
| Sequence | Automatic sequence number. Cannot be edited |
Adding Custom Fields
iTWO cx provides the ability to use the value of a user field in the reference number as well.
This can be useful for adding the stage of the project or the discipline of the company in your numbering scheme.
To Add a User Field
1. In the prefix text box add the user field code with brackets.
2. For example, if on the RFI form the user field code was DISC for discipline, the Prefix box would look like this RFI-{DISC}.
You can add several user fields to reference number.
3. Click update on the form.
It is best to use select user field types as this ensures you will have validated values in the reference number.
Edit Reference Numbers
When ticking "Company Admins" Project Admins and Company Correspondence Admins can change the reference number.
