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Prefix setup

Prefixes

Prefixes are auto-incrementing numbering sequences that can be used for assigning unique numbers to documents and work items. Each organisation has a default prefix that is a simple auto-incrementing number.

Create a new Prefix

  1. Click on the menu button to open the menu
  2. Make sure the organisation you are creating the prefix for is selected
  3. Click the gear icon next to the organisation name to go to the settings screen for your organisation
  4. Click the Prefixes menu option
  5. Click the New prefix button
  6. Fill in the new prefix form
  7. Click submit

The prefix format must include the {number} parameter.

To specify a fixed number of digits you can use a string formatter. For a five digit prefix you would format as {number:00000} using zeros for each fixed digit.

To specify a prefix you can use plain text. This allows you to use DMS type number. For example XMTA-RSE-MECH-ISSUE-{number:00000}

Prefix parameters
ParameterDescription
numberthe sequential number assigned by the prefix
originthe sequential number assigned by a prefix to the original document
forkthe sequential number that a document has been forked from the original document
prjPlaceholder for project
dspPlaceholder for discipline
orgPlaceholder for organisation. The organisation code must be set in Settings -> Organisation