Assigning Generation Rules 

Assigning Record Numbers to Records

Record numbers are assigned when you assign the generation rule to a record model. Proceed as follows:

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       1.      Open the record model.

Choose  Attributes for Record Model and enter the name of the generation rule as the value of the attribute Generation Rules for Record Numbers. Use the input help.

(The technical name for the attribute Generation Rules for Record Numbers is SRM_REF_RULE. This name has to be set in the content model that you entered in the element type for record models to Visible and Can be Maintained.)

You can choose  to add and  to delete generation rules.

       2.      Save the record model.

In all records that are based on this record model, the user can generate the record number by using the generation rule.

Assigning Document Numbers to Documents

The assignment is made at runtime. If the system generates the unique name for a document, a dialog box is displayed in which you select the generation rule.

Exception: If you have created a generation rule with the name DEFAULT, which you have already used as a rule for generating the unique name, the system will always use this rule. The dialog box for selecting a generation rule is no longer displayed.