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We can use the Auto Increment field when you want numbers to increase automatically with each new record, instead of updating them manually. This is helpful for things like invoices, order numbers, or case IDs. To create an Auto Increment Field
  • Navigate to the Profile Icon in the top right corner.
  • Click on Set-Up Head over to any module
  • Select the All Fields tab
  • Click on Add New Field button
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  • Search for and select Auto Increment.
  • Fill in the details:
    • Field Label, Internal Name, Section, Help Text
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  • Prefix: Here you can enter a prefix that stays constant for the field values (e.g., “INV” for invoices)
  • Number of Digits: Here you can enter the number of digits that you want in the end value. For example, entering 3 would mean “INV001, INV002” etc.“ It is a number type field and required field
  • Starting Number: Enter the number from where should the value start incrementing. For example, entering 100 would mean your values will be like “INV100, INV101, INV102” etc. It is a number type field and required field
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  • Advanced Options: Enable this to see more features.
  • Append Year: Adds the current year to the prefix. E.g., “INV2023100, INV2023101”.
    • Default: Enabled when you turn on Advanced Options.
    • Format: “YYYY”.
  • Append Year & Month: Adds the current year and month. E.g., “INV202304100, INV202304101”.
    • Year Format: “YYYY”.
    • Month Format: “MM”.
  • Reset Auto Increment: Choose how often the number resets.
    • **Never **
    • Monthly: Available if you use both year and month options.
    • Yearly: Available if you use the year option.
  • Preview: You can see how your values will look at the bottom of the page.
  • Click **Save **
    Note: All existing and new records automatically generate a sequential number once saved.
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