Numbering Custom Record Types

To assign automatic numbers to a custom record type:

1. Go to Customization > Lists, Records, & Fields > Record Types.
2. In the Edit column, click the name of the record type you want to have autonumbered.
3. Click the Numbering subtab.
4. To turn on automatic numbering, check the Enable box.
5. In the Prefix field, enter any numbers or letters you want added before each automatically-generated number.
6. In the Suffix field, enter any numbers or letters you want added after each automatically-generated number.
7. In the Minimum Digits field, enter the number or total digits you want as the minimum for autogenerated numbers.
8. This adds placeholder zeros to numbers that do not have the number of minimum digits you set.
9. For example, enter 4 to have the first number added as 0001. Valid values for this field range from 0–20.
10. In the Initial Number field, enter the number you want to use to start automatic numbering.
11. For example, if you enter 20, the first record instance created is numbered 20, and no record instances are numbered below 20. The next record instance numbered would be 21.
12. If you want to be able to enter a custom number when you edit the record instance, check the Allow Override box.
13. To number record instances that have already been created, check the Update box.
14. If you have already enabled automatic numbering, checking this box does not change any existing numbers, because those numbers have already been referenced in the system.
15. Click Save.