How to use the sequence generation tool in eQuip.

sSequence Generation Tool 

• To use the sequence generation tool in eQuip there are three steps: 
  • Create the table 

• • Create an action in a workflow 
  • Utilize the functionality in the workflow 

Creating the table 

• Go to ADMIN > Manage Application Settings > Manage Sequence Format 
  

• Choose Add new record 

• • You will be presented with a list of fields that you must provide values for: 

• • • Sequence Name - give the sequence a name 
    • Format Prefix – specify any characters that you want to appear at the beginning of the sequence number that is generated 
    • Sequential Counter – the number with which the numeric part of the sequence number will begin 

• • • Format Suffix – specify any characters that you want to appear at the end of the sequence number that is generated 
    • Padding Character – the character that will fill the numeric part of the sequence number 
    • Padding character length – the number of times the padding character that will be populated 
    • Add Year Prefix – checking this box will add the current two-digit year to the beginning of the sequence number 
    • Reset When Year Change – checking this box will make it so that the year prefix will automatically switch to the new year once it is reached 
      

• Fill in the following values: 

• • Sequence Name: New Test Sequence 
  • Format Prefix: 00 (the same as leaving the field blank) 

• • Sequence Counter: 14 
  • Format Suffix: 00 (the same as leaving the field blank) 
  • Padding Character: 4 
  • Padding Character Length: 4 
  • Add Year Prefix: False (not checked) 

• • Reset When Year Change: False (not checked) 
  • Choose the green check mark button at the bottom of the window to save the values that you just entered   
    

Creating the field that will be populated with the sequence number 

• Go to ADMIN > Utilize Form Designers > Asset Form 

• • In the Field Definition tab in the upper left corner of the screen 

• • • In the Click Button To Add Field box scroll all the way up to the beginning of the list and choose -Select- 
    • Choose the Text button 
      

• In the Field Definition part of the screen to the right 

• • Enter the Display Name for your new field 
  • Enter The Name for your field (the same as Display Name but without spaces) 
  • Make sure the Asset Summary tab is chosen 

• • Choose Save Changes 
    

• The new field now appears in the Asset Summary tab 

• • Another option is to choose a text field that already exists 
    

Adding the new asset field and the action that will populate the sequence number in the asset field to the workflow configuration 

• Go to ADMIN >Configure Workflow 
• Choose Process: Add Edit Form and Form: Add Assets Manually 

• • This is just an example (you can use any workflow that you like).   
    

• In the Design tab: 

• • Choose the correct tab from the Tab dropdown in the Tabs and Search Config section (Asset Summary) 
  • In the list of fields at the bottom of the screen check the box for the new asset field that we created (Sequence Number Field) 
    

• • Choose the Actions tab 

• • • From the Action dropdown choose Generate Unique Sequence Number 

• • • • For transaction tracking workflows you would choose Generate Sequence Number Transaction 

• • Choose Add 

• Choose the name for the new asset field that we created (Asset Summary.Sequence Number Field) from the Asset Field dropdown 
• Add the actual text that you want to appear as a Prefix for (at the beginning of) the sequence number 
• Add the actual text that you want to appear as a Suffix for (at the end of) the sequence number 
• Choose asset fields from the dropdowns for Var1 and Var 2 if you wish to include the values for those fields in the sequence number that is generated 

• In this case I chose Asset Name and Barcode 

• Choose the order in which you would like the variables to appear in the sequence number from the Order dropdowns 
• For Seq choose the table that we created (New Test Sequence) from the dropdown 
• Choose Save at the bottom of the screen 
  

• Choose the Save button at the top of the screen 
• Choose Activate These Changes 
  

• In the Description window that appears: 

• • Enter your name in the Person who made the changes box 
  • Enter a description of the changes that you made in the Description box 
  • Choose Save And CheckIn