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Sequence Generators

The Sequence Generator property in Workflow Options lets you create unique record IDs which can be selectively configured for any workflow with which an e-signature transaction (NM: where is this information coming from?) is associated. When multiple e-signature transactions are associated with a given workflow, each transaction can use the same common record ID, or a unique ID can be configured for each transaction.

Accessing the Sequence Generators Page

To access the Sequence Generators page:

  • Click the Document Library  button  in the TAP Toolbar to access the Document Library module.
    • The Documents Library tab is selected by default, and the screen displays the Documents Library list.
  • Click the Sequence Generators tab.

Working with Sequence Generators

The Sequence Generators list shows an alphabetical listing of all currently defined sequence generators. Each entry in the list shows the Name and Format String for the associated sequence generator. Controls for navigating the list are shown in the lower left corner of the list. The list is initially sorted in alphanumeric order, by Name. If desired, you can sort the list according to a selected sort key or filter the list to display a subset of documents.

From the Sequence Generators list, you can choose to:

  • Add new sequence generator
  • Edit an existing sequence generator
  • Delete an existing sequence generator

Adding a Sequence Generator

You can add a new sequence generator to the list of available sequence generators.


 

To add a new sequence generator:

  1. From the Sequence Generators list, click the New Generator button.
    • The Manage Sequence Generator form displays.
       
  2. Enter a name for the sequence generator in the Name of Generator text box.
     
  3. Enter the desired format for the sequence generator in the Format String text box.
    • Enter the Format String using the format "AAA{#:D#}" (e.g., DOC{0:D3}), where:
      • AAA is a unique alphabetic string, such as an abbreviation of the sequence generator name
      • # is the starting value for the sequence, and
      • D# is the number of digits in the ID
         
  4. Select the starting number for the sequence from the Seed value menu.
    • Enter the desired value, or use the  buttons to increment the Seed value up or down by one unit.
    • The default Seed value is 1.
       
  5. When all necessary information has been entered, click the Save button to save the sequence generator.
    • The Manage Sequence Generator form closes, and the Sequence Generator list refreshes to display the new sequence generator.

      NOTE

      If you omit a value for the Name of Generator or Format String, an advisory message displays, and the missing field is highlighted in red. Enter the required information, then click the Save button to save the sequence generator.

Editing a Sequence Generator

You can edit an existing sequence generator in the Sequence Generators list.
 

To edit a sequence generator:

  1. Locate the sequence generator you wish to edit in the Sequence Generators list.
     
  2. Click the  icon for the desired sequence generator.
    • The Manage Sequence Generator form displays.
    • The form is pre-filled with the current values for the selected sequence generator.
       
  3. Edit the Name of GeneratorFormat String and/or Seed Value, as desired.
     
  4. When all desired values have been edited, click the Save button to save your changes.
    • The Manage Sequence Generator form closes, and the Sequence Generators list refreshes to display your changes.

Deleting a Sequence Generator

You can delete an existing sequence generator from the Sequence Generators list.
 

To delete a sequence generator:

  1. Locate the sequence generator you wish to delete in the Sequence Generators list.
     
  2. Click the  icon for the desired sequence generator.
    • A confirmation dialog displays the message "Are you sure you want to remove selected generator?"
       
  3. Click the OK button to delete the selected sequence generator.
    • The confirmation dialog closes, and the selected sequence generator is removed from the Sequence Generators list.
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