Configuring Numbering Scheme Actions

On submission (initiation, or creation) of the record, a numbering scheme can be applied. One generic numbering scheme is provided by Pilgrim under the Home tab > Setup and Policy > Setup > System Wide > Numbering Scheme table; however, if you want to apply different numbering schemes to a single record type based on user input (for example CAPA Type, etc.) then the Numbering Scheme Action can be applied. Numbering Scheme Actions can only be configured for the Initiating Form object.

NOTE: Prior to configuring the Numbering Scheme action, you must first create a numbering scheme under the SmartSolve Admin tab.

From the Administrator Tools tab on the SmartSolve Portal Page, click Designer > Workflow Designer.
Create a new workflow or open an existing workflow.
On the design canvas, left click to highlight the Initiating Formobject under System Forms.

Click the On Submission tab in the Properties panel.
Result: The Validation Rules/Actions window is displayed.
Click the Add Action drop down button and select theNumbering Scheme action option.
Result: The Action window is displayed.

Enter the information in the following fields:

Field	Definition
Name	Enter the name of the action.
Rule	Associate a rule with the action, an example of which would be, if the action needs to be executed conditionally based on the result of the rule.
Numbering Scheme	Select how the Numbering Scheme will be called when the record is initiated: The Insert a Formula option will launch the Formula Editor to enter a Function and attach any appropriate field to the Function. See Configuring Formulas. NOTE: Add a Formula if you want the number to be different based on record Type (i.e., Internal CAPA versus a Customer CAPA). The Enter a Value option will launch the Enter Value window. Enter the exact Code that was typed into the Numbering Scheme from the Admin > Setup > System Wide > Numbering Scheme table. NOTE: The Value must equal the Numbering Scheme Code to be applied.

Field

Definition

Name

Enter the name of the action.

Rule

Associate a rule with the action, an example of which would be, if the action needs to be executed conditionally based on the result of the rule.

Numbering Scheme

Select how the Numbering Scheme will be called when the record is initiated:

The Insert a Formula option will launch the Formula Editor to enter a Function and attach any appropriate field to the Function. See Configuring Formulas.

NOTE: Add a Formula if you want the number to be different based on record Type (i.e., Internal CAPA versus a Customer CAPA).

The Enter a Value option will launch the Enter Value window. Enter the exact Code that was typed into the Numbering Scheme from the Admin > Setup > System Wide > Numbering Scheme table.

NOTE: The Value must equal the Numbering Scheme Code to be applied.

Click the OK button to save the Value.
Result: The Enter Value window is closed and the Numbering Scheme window is displayed.
Click the OK button to save the action.