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Sequential numbering of an ID

Each of our projects runs an Actions Log alongside the workplan - these items are more like you would find on a Prince2 Daily Log than project Tasks.

The Actions Log for each project is currently in Excel and I would like to move them to Clarizen. The project managers have said that a key field for them is the ID field and that this is a sequential number within each separate project ie. each project will have a Log that starts with action 1.

I've set the field Action ID up but cannot work out how to get this field to auto-populate with the next sequential number in each project. I'm sure it's probably quite straightforward but I just can't work it out. 

 

Tracy Warner Answered

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@Ivan - using the "GetNextCounterValue" function you can create as many uniquely-named sequential counters as you like. 

 

Example:

GetNextCounterValue("Ivan")

GetNextCounterValue("ProjectNumber")

GetNextCounterValue("InvoiceNumber")

 

If you wanted to create a value that is both text and numbers you can do something like: 

"Invoice Number:"+GetNextCounterValue("InvoiceNumber")

Note that using the counter function will incrementally increase it by 1 each time.

If you wanted to start at 10000, then you'd need to do something like: 10000+GetNextCounterValue("InvoiceNumber")

David Goulden
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This was something we looked for in the past also and its not supported via a few different posts. You can try http://www.clarizen.com/appsmarketplace/item/Project-Numbering.html   this app for project numbering. If the projects are the same and can be templatized you could create custom field for the ID and then just use this as a starting place using project numbering to differentiate tasks between projects

Krh 0 votes
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I spoke to our Professional Services contact who worked this out for me.

New Work Item Custom Field ‘Next Action Number Counter’. Defaults to 1.

New Task Custom Field ‘Action Number’.

New Workflow Rule ‘Update Action Number to New Action Item’.

Can share the detail if anyone else has the same issue.

Tracy Warner 0 votes
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Tracy, can you please expand on the logic, you did to solve this? We are currently facing the same issue, where our sequential numbers start with a letter and then with sequential numbers. 

Ivan Nalbantov 0 votes
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Hello Tracy, 

Thanks a bunch, for you explanation. It did the work for us for the time being, however even if we enter the 10000+ following getnextcountervalue etc. the count starts from 20000 onwards. Obviously, there is something that we have done on our end, so I would appreciate if you look at our formulas we have concocted and share advice on what we are doing wrong? 

Rule name: Update Project Number 10000+GetNextCounterValue('C_SequentialDKey') 

Rule name for sequential numbering (the latter is suspended) :If(NOT(IsNUll($C_DKey)),$C_DKey,"D"+ToString(ToNumber(Right($SYSID,Len($SYSID)-2))+5000))

 

Thank you! 

Ivan Nalbantov 0 votes
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