topic Re: Custom object numbering scheme in Vault Customization Forum

Custom object numbering scheme

martin_obadalek — Tue, 12 Jan 2016 13:30:21 GMT

Hello,

I am looking for a solution how to create new custom object with generated name using custom numbering scheme e.g. custom object is named REQUEST with number REQ-00001

Any idea ?

Thank you.

Re: Custom object numbering scheme

Markus.Koechl — Wed, 13 Jan 2016 07:25:30 GMT

Hi Martin,

you can use a file numbering scheme to number COs as well.

In this example the name of the numbering scheme simply equals the category of the object. With that you can even have separate numbering schemes for different COs, e.g. Request, Classes, etc...

2 Steps are required: 1) filter available numering schemes according your category and 2) use this scheme to create the number

1) filter

function GetNumSchms {

..... add the lines to the default function.... after the $list is filled:

#Filter list or share it, according required dialog/category=numschm type
$mWindowName = $dsWindow.Name
switch($mWindowName)
{
"FileWindow"
{
$Global:NumSchmsList = $list
}

"FolderWindow"
{
$Global:NumSchmsList = $list
}

"CustomObjectWindow"
{
$mCat = $dsWindow.FindName("Categories").SelectedValue.Name
$list = $list |? { $_.Name -eq $mCat}
$dsWindow.FindName("NumSchms").SelectedIndex = 0
}

default
{
#$list = $list |? { $_ -eq $UIString["MSDCE_Num03"]}
$dsWindow.FindName("NumSchms").SelectedIndex = 0
}
}
return $list
}

2) Create new name - if numbering scheme exists, it will be used, if not - just use the title as name

function GetNewCustomObjectName {

$dsDiag.Trace("--GetNewObjectName Default=all categories---")
IF($dsWindow.Findname("NumSchms").SelectedIndex -eq 0) {
#$objectName = GenerateObjectNumber
$Prop["_XLTN_IDENTNUMBER"].Value = GenerateObjectNumber #fill the (readonly) field
}

$objectName = $dsWindow.FindName("txtName").Text
$dsDiag.Trace("--- txtName returns $objectName ")
IF ($objectName -eq "") {
$objectName = $Prop["_XLTN_TITLE"].Value
$dsDiag.Trace("--- Title gets the new object name")
}

$dsDiag.Trace("--- GetNewCustomObjectName returns $objectName")
return $objectName
}

We are sharing a full featured example environment "Vault 2016 Quickstart" with our channel partners/resellers. Let me know, in case you don't get access to it.

Regards,

Markus

Re: Custom object numbering scheme

Patrick.Gruber — Wed, 13 Jan 2016 07:33:40 GMT

Hi martin.obadalek,

I have just made a quick example by using the free tool powerVault, a set of commandlets for powershell:

function Add-CustomEntity($customType, $name) {
    $entityDefId = $vault.CustomEntityService.GetAllCustomEntityDefinitions() | where { $_.DispName -eq $customType} | select -ExpandProperty "Id"
    return $vault.CustomEntityService.AddCustomEntity($entityDefId, $name)
}

function Generate-CustomEntityName($type) {
    if($type -eq "REQUEST") {
        return "REQ-00001"
    }
}

Open-VaultConnection 
$customObjectType = "REQUEST"
$name = Generate-CustomEntityName $customObjectType
Add-CustomEntity $customObjectType $name

I think there are no numbering schemes in Vault for custom entities as far as I know, therefore I added a function which "generates" a name for you. But if you want to, you should implement this one yourself I just wrote an example.

Re: Custom object numbering scheme

kimhendrix — Mon, 21 Aug 2017 13:36:51 GMT

Patrick,

can you modify your example, assuming a Numbering scheme exist?

I'm wanting to customize the CreateCustomObjects script, to add multiple Objects based on a value in the XAML file,

ie: QtytoReserve = 6

the script would create the 1st one, then run through a for loop for the additional 5 objects.

thanks!

Kim

Re: Custom object numbering scheme

Anonymous — Thu, 14 Oct 2021 07:50:52 GMT

@Markus.Koechl I know it is an old post - but is it possible to do above without programming?

Re: Custom object numbering scheme

Markus.Koechl — Thu, 14 Oct 2021 09:58:43 GMT

@Anonymous: sure, that's possible by replacing the custom object's new name with a number, retrieved from the numbering service.

$name = $vault.DocumentService.GenerateFileNumber(NumID, $NumGenArgs)

Re: Custom object numbering scheme

J_Dumont — Fri, 12 Jul 2024 15:11:44 GMT

Hi Markus,

Good morning.

Can you provide me with some more detailed info on this?

I want to add that the custom object uses auto-numbering.

I'm not sure where I add the code you posted.

Re: Custom object numbering scheme

Markus.Koechl — Wed, 17 Jul 2024 10:17:09 GMT

@J_Dumont: Enabling auto-numbering for a custom object works out of the box if you create a numbering scheme name that matches the custom object's category name.

Re: Custom object numbering scheme

J_Dumont — Tue, 23 Jul 2024 17:59:39 GMT

Hi Markus,

Thank you for the reply.

I've created a numbering scheme for Files that matches the category name of the custom object, but it does not work.

I then deleted the scheme for files and created one for Change Orders, which also did not work.

FYI: I'm using Vault Pro 2025

Re: Custom object numbering scheme

Markus.Koechl — Wed, 24 Jul 2024 07:04:53 GMT

Hi @J_Dumont , you must use a file numbering scheme type for folders and custom objects. Does your Vault have an assignment rule for the custom object category? If the category is not set on creation, the name mapping will not initialize. Please follow the steps documented in VDS Tutorial Chapter 06; Step 9 instructs how to configure the mapping.

Re: Custom object numbering scheme

J_Dumont — Wed, 24 Jul 2024 10:37:40 GMT

Hi Markus,

Thank you for your assistance. I was able to get the auto-numbering to work.