Document Naming Settings
How to use Document Naming Settings in Platform Settings: access, working steps, fields, related records and troubleshooting.
Purpose and access
Review platform defaults and dependencies within the administrator’s authority. Record the reason and tested impact of changes. Authentication, session settings and security-sensitive configuration need a controlled change process.
This page is a settings page in System Admin → Platform Settings. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Default Amendment Naming.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Document Naming Settings from System Admin → Platform Settings, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Select Transactiontransaction_type | Autocomplete Optional | Complete the value according to the field label and the record’s validation rules. |
Series List for this Transactionnaming_series_options | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
User must always selectuser_must_always_select | Check Optional | Check this if you want to force the user to select a series before saving. There will be no default if you check this. |
Try a Naming Seriestry_naming_series | Data Optional | Get a preview of generated names with a series. |
Preview of generated namesseries_preview | Text Optional · Read-only | Provide the required record description or content. Keep operational instructions clear and applicable. |
Prefixprefix | Autocomplete Optional | Complete the value according to the field label and the record’s validation rules. |
Current Valuecurrent_value | Int Optional | This is the number of the last created transaction with this prefix |
Default Amendment Namingdefault_amend_naming | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Amendment Naming Overrideamend_naming_override | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Amended Document Naming Settings |
Child tables
Amendment Naming Override — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
DocTypedocument_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Actionaction | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.