ELMA provides automatic document numeration. When you enable this feature, the system generates the document number, according to the settings of the automatic numeration.
To enable automatic numeration, select Automatic in the Numeration field when creating or editing a category.
Fig. 1. Form for editing a category. Numeration type
To configure automatic numeration, use the following parameters:
Current No. – value, from which numeration of documents, registered in this category starts;
Number of Characters – number of characters in the variable number; For example, if you set Current No. - 0, Number of Characters – 3, then the number of the first document registered in this category would be 001.
Continuous numbering – use continuous numeration with another category;
Number Template - template of the document registration number. By default, the {$GroupIndex} variable is used as the template. This variable stores the Index of the category. You can use other characters and system variables in the template. To insert a system variable, click and select the required variable in the opened window (fig. 2).
Fig. 2. Selecting a variable
To extend the list of system variables, add the property to the Record Card object, save changes, publish the object and restart the server.
Continuous numbering with another category
When you check this box, the documents, registered in this category will have continuous numeration with documents of another category. This means, that the documents of two categories will be numbered in the order, in which they are registered, regardless of the category they are registered in.
To enable continuous numbering, open the editing page of the first category and check the Continuous numbering with other category box (fig. 3). Next, select the second category (fig. 4) for continuous numeration by clicking . To delete a category from the continuous numeration parameters, click (fig. 3).
Fig. 4. Selecting a category for continuous numeration
You can configure continuous numeration for several categories at the same time. However, you have to avoid loops. For example, if you configure continuous numeration for Incoming Contracts with Outgoing contracts, and at the same time for Outgoing Contracts with Incoming Contracts, the system will not be able to assign a number to a document, registered in one of these categories.
Example of automatic document numeration
You can configure automatic numeration in Administration – Document Management – Records Classification Scheme.
Create the Contractssection in the records classification scheme. Add the Incoming Contracts and Outgoing Contracts categories in it.
In the Contactssection, enter C as the index (fig. 5).
Fig. 5. Creating the Contracts section
When creating the Incoming Contractscategory (fig. 6):
In the Index field, click the button and select the Parent Group Index {$ParentIndex} variable and enter In after a dash. The registration number will include C instead of {$ParentIndex};
Select Automatic in the Numeration field;
In the Number Template field, select {$GroupIndex} - {$RegCardNumber}.
Fig. 6. Creating the Incoming Contracts category
When creating the Outgoing Contractscategory, select similar settings.
Check the Continuous numbering with other category and select Incoming Contracts, by clicking .
The registration number of the document, registered in one of these categories, will look like in fig. 7.