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Configure auto-numbering for the Action Item object

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Article ID: 27051

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

When auto-numbering is enabled for the Action Item object, auto-number is populated into the Action Item Subject (name) field. It does not use an ID or CODE field. Why is this different from the way that auto-numbering works on other objects?

Cause

The use of Auto-Numbering on the Action Item Object does not work like other objects. Since the Action Item Object does not have an out-of-box 'Action Item Code' attribute, the system is populating the Action Item Subject field with the auto-number value. The Action Item Subject field is not restricted and non-unique values can co-exist. If you manually create an Action Item with a Subject that may exactly match the value generated by the Auto-Numbering, the system does not indicate that a previous record already exists. Also, since the Subject field is now being used for the Action Item Auto-numbering, the end-user does not have this field available for entering a subject. This is the current design of the Action Item Object and how it behaves.

Environment

Release: All
Component: Clarity Studio

Resolution

If you want to use Auto-numbering in the Action Item Object you can use the following steps to create your own custom attribute and turn on the auto-number on that attribute:

  1. Administration, Studio: Objects, Action Item, Attributes tab
  2. Click 'New' Button
  3. Create a new string attribute (you can give any name to the new attribute such as 'code' or 'ai_code')
  4. Click 'Save' button
  5. Go to the 'Auto-numbering' link on this attribute
  6. Define an auto-number scheme and activate the auto-numbering

Once you do this, you can update some views and portlets to reveal this custom attribute throughout the application.

You can update the Action Item Object Views:

  1. Administration, Studio: Objects, Action Item, Views tab
  2. Action Item Properties [Layout: Create] [Layout: Edit] - move the new attribute to the page layout
  3. Action Item Details [Layout: Edit] - move the new attribute to the page layout

You won't be able to modify the configuration of the Action Items (calendar.myActionItems) portlet since this is a System-Restricted Portlet.

You won't be able to modify the Organizer: Action Items portlet as this portlet is not available for configuration.