Before you can use Action management, set up the Action management-related number sequences on the Action management parameters.

For more information on number sequences and how to generate number sequences, refer to Number sequences.


Standard procedure

1. Click Action and document management design.
2. Click Action management parameters.
3. Click the Number sequences tab.
4. Sub-task: Initialize area and references.
  4.1 Before you can generate number sequences for Action management, you must initialize the Action management area and related references. As a result, these become available in Organization administration > Number sequences.
  Click Initialize references.
5. Sub-task: Generate number sequences.
  5.1 Go to Organization administration > Number sequences > Number sequences.
  5.2 Now the Action management area and related references are available, you can generate number sequences for the references. To do so, finish the wizard.
You can generate number sequences for each reference for each required company.
When generated, the number sequences are automatically filled on the Action management parameters.
  Click Generate.
 

Note: You are advised to define a distinctive constant for each generated number sequence. For example, for the number sequence for:
- Workflows: Wf
- Category: Cat
- Trigger: Trig
- Transaction: Trans
- Query: Q

6. Sub-task: Change number sequences.
  6.1 Click Action and document management design.
  6.2 Click Action management parameters.
  6.3 You can manually change the automatically filled Action management number sequences.
  Click the Number sequences tab.
7. Close the page.
Related to Notes

Set up Action management

 

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