Project Number

Pri17

Hi,

We have 3 kinds of Documents: Project,Non Project,Pre-Project.

We have a business requirement where the project number needs to be added every time a new Project is created.

A dummy value ‘NOPRJ’ to be added for Non Projects/Pre Projects generic documents.

User must select this value, if document not related to a Project.

We use Webtop.

Any Idea how to do this, when ever a new document is created or imported .

Thanks

Priyanka

Haroon_A

You can write a TBO to auto generate and assign a sequence number for 'project number' field, in doSave of your project type documents. (Search forum, there are ways to generate sequence number).

As for non/pre project doc types, you can simply have a value-assistant as fixed value, so user can pick at the time of creation.