Custom field Number with Date

Hello,

I need to add to the commercial proposal a registration number that needs to be a unique number with date that is separated by / and resets the count to 1 when the year passes. Version 20.0.3

I did find something similar to my situation but not completely

I tried using the ODT Template Tag, but when the year passes, the number continues to increase instead of resetting to 1. This happens because the system already considers the number 1 as unique, so it does not reset at the start of the new year.

Thank you

Hi @gifstv
In Home->Setup->Modules/Applications->Proposals press the cog and in Commercial proposal numbering models add in Saphir mask
{00000}@12-{dd}/{mm}/{yyyy} this will give you the reference
00001@12-04/02/2025 which will auto increment the 00000 part, record the current date and will reset to 00001 in 1/1/2026

Bad string syntax to evaluate (found chars that are not chars for a simple clean eval string): {00000}@12-{dd}/{mm}/{yyyy}

try copy paste unformatted
{00000}@12-{dd}/{mm}/{yyyy}
Works for me in v.20.0.3
2025-02-04_16-59

I was hopping that i can add it to the complementary attributes. There is any other way to do that to add your code to the complementary attributes ?

Why use extrafield to replace standard code?
Just add {object_ref} to your odt template

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Please mark answer as solution so others can find it too!

Hi,
trying something similar with no luck. I want to include the customers company and I added this OP-{00000}-{thirdparty_name} but the {thirdparty_name} part is not working instead of OP-00001-customercompany I am getting OP-00001-{thirdparty_name} Am I doing something wrong ?

Hi @nickon
You can’t add third party name to mask only third party code using
{cccc} add as many c as the third party mask
Next time please open a new issue because yours it is not related to this one

Hi,
I am new here but I thought that we are talking about proposal numbering. Sorry if I missunderstood. can’t say I understood what {ccc} means.

Next to mask field there is an i symbol, point your cursor there and read the instructions