Platform: Managing List Counters

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Platform: Managing List Counters

The elements of the list of counters are used in the settings of the fields of the type «Platform: Calculated» mainly in the framework of solving problems of forming registration and other unique document numbers.
This section provides options for configuring the rules for triggering list counters (for example, when it is required to implement separate numbering of documents for different departments), indicating the current numerators for each group and the mode of automatically updating numerators.

To create a list counter, go from the list parameters to the page «Platform: Managing List Counters». In the form that opens, click «Add item»:

The following options are available on the settings page:

 

  • Title. The name of the list counter is indicated.
  • Initial value. Allows you to specify the initial value of the counter that will be assigned to the first element created.
  • Step. Allows you to specify the initial value of the counter that will be assigned to the first element created.
  • Discard. Determines the frequency of returning the counter to the value specified in the parameter «Initial value»:
  • Every year. The counter will be reset to the initial value on January 1 of each year.
  • Everyday. The counter will be reset to the initial value daily.
  • Every quarter. The counter will be reset to the initial value of the 1st of each quarter.
  • Every month. The counter will be reset to the initial value of the 1st day of each month.
  • No. The counter will not automatically reset to the initial value.
  • Not available. If the parameter is enabled, this counter will not be displayed in the list of available counters when setting up and editing the field template «Platform: Computed».
  • A set of grouping fields. Allows you to customize the generation of counter values in the context of one or more fields. To configure the grouping of the counter by the value of the list field, click «Edit». In the window that appears, select the list fields for grouping and click «Save»:

 

  • List of counters. Contains a list of current values of counters and allows you to change these values. If the counter settings contain several fields for grouping, in the section «List of counters» counters will automatically be displayed corresponding to a specific combination of grouping field values. If one field for grouping is specified in the counter settings, then in the «List of counters» section, a counter corresponding to a specific value of this grouping field will automatically be displayed.