Tenant configuration that switches on automatic document-name generation for one target entity: at save time the naming service composes series, date and sequence into the record field named by destinationFieldName, using dateFormat, autoNumberLength and concatenationCharacter to shape the result and allocating numbers from the DocumentName counter for the resolved series. The series prefix comes from the record field named by sourceSeriesField when configured (a calculated field's formula is evaluated on demand, and a dotted path can read across a relation), otherwise defaultSeries applies - and the fallback is silent, so a misconfigured series field shows up only as a wrongly prefixed document name. Lives in the metadata schema as tenant-authored configuration; only rows with isActive true take effect.
Fields
| Field | Label | Type | Required | What it does |
|---|
AutoNumberLength | Auto Number Length | Number | | |
ConcatenationCharacter | Concatenation Character | Text | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DateFormat | Date Format | Text | | |
DefaultSeries | Default Series | Text | | The series used whenever the source series field is not configured or fails to resolve. Because the fallback is silent, documents unexpectedly carrying this series usually mean the source series field is misconfigured. |
DestinationFieldName | Destination Field Name | Text | | The field on the target entity that receives the generated document name - the composed series, date and sequence value is written here at save time. |
EntityName | Entity Name | Text | | |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | |
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 | | |
SourceSeriesField | Source Series Field | Text | | Names the record field that supplies the series prefix at naming time. A calculated field is supported - its formula is evaluated on demand because the value is not computed yet when naming runs - and a dotted path can read across a relation. |
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 |
