Sequencing Fields

This topic describes the fields and buttons that are available when building a sequence format from the Sequencing page or the Sequences subtab of the Foundations Setup page.

When you create a sequence format from the Sequencing page or the Sequences subtab, Foundations stores the data in several custom metadata records:

• Sequence
• Sequence Field
• Sequence Part

Tip:

We recommend that you use the features on the Sequencing page or the Sequences subtab to create and edit sequences, rather than editing custom metadata records directly.

Full details about custom metadata fields is available in the Sequencing Custom Metadata Types section.

Sequence Fields

Here is a description of the fields that are displayed when building a sequence format from the Sequencing page or the Sequences subtab. For information about the fields available in the Sequences table on the Sequencing page, see FDN Sequences Table Lightning Component Fields.

Key: * – Mandatory field; Descriptions of checkbox settings describe the selected (true) case.

Sequence Fields

Field		Description
Label	*	The name of the sequence format. The maximum length of this field is 40 characters.
Unique Name	*	The unique name of the sequence format. The maximum length of this field is 40 characters. Notes: Foundations automatically generates the unique name when you enter a label and click out of the Label field. You can change the unique name, but the following conditions apply: It must begin with a letter and contain only alphanumeric characters and underscores. The name cannot contain two consecutive underscores or end with an underscore. If the label begins with a number, Foundations prefixes the unique name with X. If required, you can change the prefix to another letter.
Text		Static text to separate the parts of the number sequence. By default, the value for the text part is a hyphen (-). The maximum length of this field is 254 characters.
Number Length		The number of digits in the sequence. By default, the number length is 5. Tip: When you generate sequence numbers, the length of the number sequence part automatically increases to accommodate larger values. For example, if you specify a number sequence part length of four, its length remains four digits until the sequence number reaches 9999. The next number Foundations generates is 10000, automatically expanding to five digits.
Starting Number		The starting number of the number sequence part. By default, the starting number is 0.
Object/Target Field Object	*	The object that contains the target field. Note: The name of this field on the Sequences subtab is Object, while its name on the Sequencing page is Target Field Object.
Target Field	*	The text field that stores the generated sequence number. The valid fields that can be used for the Target Field are Text, and Text Area.
Filter Field		The checkbox field that determines whether or not to generate a sequence for particular records. If you specify a filter field, Foundations only generates sequence numbers when the value for the specified checkbox is selected on the record. For example, if you have specified Sales Invoice as the object, you can specify Approved as a filter to ensure Foundations only generates sequence numbers for approved sales invoices.
Enabled		If selected, the sequence format is enabled. Foundations only generates sequence numbers when the sequence format is enabled.
Select the placeholder fields/Placeholder Field	*	The field that provides the source data that replaces the field placeholder part in the generated sequence number. Note: The name of this field on the Sequences subtab is Select the placeholder fields, while its name on the Sequencing page is Placeholder Field.

Buttons and Actions

The buttons available vary depending on whether you are accessing sequencing features from the Sequencing page or the Sequences subtab of the Foundations Setup page. The following sections describe the buttons, actions, and options displayed in each context.

Sequencing Custom Metadata Types

This section provides information about the fields on the custom metadata types that make up a sequence format. Where a field directly correlates to one or more labels on the Sequences subtab of the Foundations Setup page, this is listed.