Can anyone help with a solution for sequential form numbering either via nintex forms or workflow. In order to meet a client specification I'm looking to create multiple sets of sequentially numbered forms within a list.
I have a field called "Index name" which is displayed as a drop down on the form , this looks up from another list. I need the form/ list to generate a unique & sequential ID based upon the selected value in this drop down.
"index name" field gives 3 options "DATA" "SITE" "STAGE". Each form is to be sequentially numbered based upon its "index name" field value. E.g if 6 forms were submitted selecting the index name in the following order the numbering would be as such.
DATA001 , DATA002 , SITE001 , DATA003, STAGE001, SITE002, DATA004
Any help would be much appreciated.
Solved! Go to Solution.
Thanks Cassy Freeman I've had a look over this and other related posts however don't think it solves my problem.
Having carried out a further trawl of the internet I've found part of a blog detailing how to achieve this however the whole solution is not offered. It may at least explain it better than I have:
Your End Goal: Numbers Will Look Something Like…
Haha, yes, that is my blog post and I never got around to doing parts 2 & 3 because I quit that job! I'm a jerk!
I do plan on writing up the whole thing eventually. I promise. I'll read your post and respond separately.
In the most basic sense, the way this is done is by construction a list with "Type" and "Number".
For type, you'd have "DATA" or "SITE" or "STAGE".
For each document generated that needs an ID, you'd have a workflow that would query this list, find the applicable "Type", and add the instances together + 1 to get the next sequential number.
You then could do it one of two ways - either add another entry for the Type (Ie - DATA - 1) and another one (DATA - 1) so it would say "oh I see 2 "DATAs" so it knows the next one is 3.
The other way is to say "find DATA in the Type, and add 1 to the number - so now it says DATA - 2"
Does that make sense? There's just a few ways to do it.
Rhia Wieclawek & Cassy Freeman. This is the solution I ended up with and so far its working well. The only problem is that I will have to manually configure this workflow at the start of each project but that's not a big job.
1) Add a column to the list called "Log index Number"
2) The WF contains a run if statement for each Index name. Set to run if Item is added with the index name.
3) Each index needs two variables (number) "Index Name" ID & "Index Name" next item.
4) Each if statement first queries the list with the filter set to show items only with that index name , this is then sorted in descending order. Store this in the "Index Name" ID variable
5) Pass to a math operation and add one to "Index Name" ID and store the result in "Index Name" next Item.
6) Set field value "Log Index Number" as "Index Name" next item.
So now I can create list views for all my "Index Names" , all raised items are sequentially numbered which is displayed on the form itself.