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Each form in process management has a unique number that is generated automatically by the system based on three parameters defined in the template.
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Setup
- Next. This is the next number to try. RPM will only create unique numbers so if this number is taken it will try the next number and so on.
- Prefix. A prefix may be specified that will be added to the start of all numbers.
- Minimum digits. This is the minimum length the number will be before the prefix is added. If the number isn't long enough, leading zeros will be added.
- Example: Next “2� + prefix “Qo� + minimum “5� = “Qo00002�
- Example: The next form after that will get “Qo00003� and so on.
- Example: The 100,000th form in this process will get “Qo100000�
- Example: Next “1� + existing forms with numbers “1� thru “8� = “9�
- Note: RPM takes the prefix into account when deciding if a number is taken or not.
- Example: Next “1� + prefix “B� + minimum “3� + existing form with number “A001� = “B001�
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Use
- Display . The number of a form is displayed prominently on the form details page, and is available as a column in process views. When sorting by number, the numeric value of the number is used. If the number is longer than 18 digits, only the last 18 digits are used for sorting.
- Reference. The form number is used to identify forms when selecting a value for a form reference or updating existing forms with a form import.
- Edit. Forms started through the RPM interface are given an automatically generated number (see above). This number can then be edited from the form edit page or through an import. Forms started by an import can have an auto-generated number (leave the "Number" cell blank), or be given a number set in the import file.
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Search by number
Staff users can skip the views and quickly bring up a form just by entering its number. If there's one exact match that single form will be brought right up. If the number matches multiple forms, those forms are listed (Example: "15" in "015", "215", and "1504"). All forms in the selected process are searched, regardless of view, and including archived forms. To search by number enter the number on the top right of the "Select a form" page (views) and click "Enter".
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Security
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Staff users
- Form number setup requires the “Subscriber settings� privilege.
- Editing a form number requires being a participant of the form.
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Agent users
- Agent users see the form number of forms they can see, but form number setup and editing is hidden from agent users.
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Modules
- The form number requires the "Process management" module.
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Form number setup
On the template details page click "Edit" in the “Info� section.
- This page was last modified 15:27, 9 May 2005.
- This page has been accessed 943 times.