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Counters

Counters are sets of rules for generating serial numbers of app items. For example, they can be used to generate item names by template.

Counters can be configured for workspaces and apps. Workspace counters are used for continuous numbering of items stored in several apps within a workspace, whereas app counters are applied to items within one app.

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If a workspace counter is used for numbering in several apps, these apps cannot be exported individually.

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Workspace counters

A counter created within a workspace allows for continuous numbering of items across multiple apps. To create a workspace counter:

  1. Click the gear icon next to the workspace name and select Counters.

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  1. On the page that opens, click +Counter.
  1. Fill out the fields:

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  • Name*. Enter a name for the counter, for example, Agreement counter.
  • Start value*. Specify the value that numbering will start from, for example, 1.
  • Step*. Specify the step with which the numbers will be assigned to the items. For example, if the step is 1, numbers will be assigned in the following sequence: 1, 2, 3, 4, etc.
  1. Click Create to apply the changes.

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  1. Within the workspace, open the apps that you wish to link with continuous numbering. In the settings of each app, specify the created workspace counter.

To set different numbering for separate groups of apps, configure multiple counters in the workspace.

App counters

A counter in an app assigns sequential numbers to items stored in the Index system field from the app context.

You can configure:

  • Numbering of items within one app.
  • Continuous numbering for items in multiple apps within a single workspace.

To configure a counter:

  1. Click the gear icon next to the app name and select Counter in the menu.

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  1. Set up the counter on one of the tabs: App or Workspace.
  1. On the App tab, configure numbering of items in the current app.

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  • Step*. Specify the step with which numbers are assigned to items.
  • Next number. The value from which numbering will start or continue. It can be changed.
  • Reset numbering periodically. Enable this option to schedule numbering resets for items. Click Change to set the frequency and the exact date of the next reset.
  • Assign an index number when opening app creation form. Enable this option so the number is assigned at the moment the item creation form is opened, not after saving it. For example, to ensure the item name, including its number, is formed immediately and does not change after saving. The number is considered used, even if the user closed the creation form. Therefore, enabling this setting may result in gaps in numbering.
  1. On the Workspace tab configure continuous numbering of items across multiple apps within a single workspace:
  • Counter*. Specify the counter created for the workspace. Its settings will be used for the numbering of items in the app.
  • Assign an index number when opening item creation form. Enable this option so the number is assigned at the moment the item creation form is opened, not after saving it. The number is considered used, even if the user closed the creation form. Therefore, enabling this setting may result in gaps in the numbering.
  1. Click Save.

The counter settings will be applied for all subsequently created items.

Edit counter settings

After saving the settings, sequential numbers are assigned to app items automatically. You can edit the numbering rule in use.

To modify the numbering at the app level, update the settings as described in App counters.

To edit numbering at the workspace level, click the gear icon next to the workspace name and select Counters. Open the required Counter from the list and adjust its settings. The updated rules will be applied to new items.

If structure versioning is enabled in the company, a new version of the app is created when the following counter settings are changed:

  • the number assignment method: on form open or after saving the item;
  • the numbering type: sequential across all apps or within a single app;
  • the counter used for continuous numbering.

To view versions, go to the app settings menu, select Additional > Version History, and open the tab with app versions.

Set the next value

You can manually set the sequential number from which numbering will continue. For example, to reset the numbering, you can set the value to 1.

For an app counter, go to its settings, and in the Next number field, click Change. Enter the new value and save the settings.

For the workspace, go to the list of counters. Next to the counter name, click the three dots icon and select Set Next Value.

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In the window that opens, enter the desired next number and click Set to apply the changes.

Continuous numbering of items will continue from the specified value.

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