Case number format
You can define the global case number format, as well as the case number format for individual case groups.
About case numbers
Case number is a unique identifier for each separate case. Case numbers are generated based on a case number mask that you define in WorkZone Configurator. A case number mask consists of different predefined components such as case group, CPR-number, sequence number and others. Case number components are not case-sensitive, except for l and L. See Components and syntax of case number mask.
Case number requirements
- The case number length cannot exceed 30 characters. All components are taken into account including separators.
- If the global case number mask does not include g = class or u = subnumber, you must use a hash symbol (#) before any other component(s).
- The component L or l = sequence number is mandatory.
- Ensure that the case number mask only includes components that are mandatory for case creation. If you want to include optional components, put them in brackets as a conditional information. Without brackets, the case with the skipped optional component will not be created.
Case numbers of failed cases
In rare situations, a case number may be skipped. This may happen, for example, if the case creation failed due to the transaction being rolled back. Even though the case is not created, the case number is generated and added to the log with skipped case numbers. You can find the log in the file_numbering_error
table or through the register file_numbering_error (OData: FileNumberingErrors)
. Consult the log if you suspect that a case has been lost.
Define global case number format
- On the start page, click Taxonomy.
- On the Taxonomy page, select the Case number format tab.
- Define a case number mask. See Components and syntax of case number mask.
- Click Save.
Define case number format for a case group
- On the start page, click Taxonomy.
- On the Taxonomy page, select the Classification scheme tab.
- Select the case group you want to edit, and point to it. A menu bar with action buttons will appear.
- Click Define default values.
- Under Case information section, enter the needed Case number format value.
- Click Save.
Components and syntax of a Case number mask
You can build your own case number format by using the components listed in the table below
Character | Meaning | Input requirements and examples | |
---|---|---|---|
a or A | Year – The year when a case is created. |
If the current year is 2017, then: aa = 17 aaaa = 2017 | |
g or G | Class – The code of a case group. |
If the code of a Class is 177, then: g = 177 ggg = 177 ggggg = 177 | |
u or U | Subnumber – The code of a case child group. To enable subnumbers, select the Fixed SubNumber check box in the classification scheme in WorkZone Configuration Management. |
If the code of a Subnumber is 04, then: u = 04 uu = 04 uuuuu = 04 | |
s or S | Responsible organizational unit – The code of a responsible organizational unit. |
If the code of a Responsible organizational unit is IT01, then: s = I ssss = IT01 sssss = IT01 | |
t or T | Case type – The domain of a case type. |
If the case type is PERSONNEL, then: t = PERSONNEL ttttttttt = PERSONNEL ttttttttttttttt= PERSONNEL | |
l or L | Sequence number – The number of a case in a case sequence. |
If the Sequence number of a case is 222, then: l = 222 lll = 222 lllll = 222 L = 222 LLL = 222 LLLLL = 00222 | |
c or C | CPR-number – The Danish personal identification number.
It is a ten-digit number with the format |
| |
z or Z | Fictitious CPR-number –
This is normally used locally for persons without an officially generated CPR-number. Use the same format as for a regular CPR number: |
| |
| You can use hyphen, slash, and period as separators for a case number. | ||
() | Conditional information – The part in brackets is only included in the case number if the related value exists in the database. | The case number mask designed as
| |
# | You can adjust sequence numbering by using the hash symbol |
#T-IIII or T-#IIII format instead of T-IIII , and #YYYY-IIII or YYYY-#IIII format instead of YYYY-IIII . The position of the hash symbol defines whether this should it be a general sequence across the years or a sequence within each year (for example, 2023-1, 2022-2, 2023-3 or 2023-1, 2022-1, 2023-1). See the Hash influence table. |
Hash influence
Without a hash, new values of class and/or subnumbers initiate new separate numbering while other components do not. This fits to the most common scenario when each department (case group and child case group in the WorkZone terms) requires its own separate numbering of cases. However, WorkZone provides wide opportunities to adjust case numbering to any other scenario by using hash #
. The hash changes the default behavior to the opposite one: new values of class and/or subnumbers do not initiate new separate numbering while other components do.
Component | No hash | With hash | |
---|---|---|---|
| Class and/or subnumber initiate new numbering. If the case number mask is designed as
| With the hash, class and/or subnumber do not initiate new numbering. Tip: Add hash before class and subnumber for global numbering. If the case number mask designed as
| |
| The components do not initiate new numbering. If the case number mask is designed as
| With the hash, the components initiate new numbering. If the case number mask is designed as
| |
| Year does not impact numbering. You must set the hash to define the numbering. If the case number mask is designed as
| With the hash on the sequence number, the sequence number continues regardless of the change in year. If the case number mask is designed as
With the hash on the year, the sequence number is automatically reset when the year changes. If the case number mask is designed as
|