Numbers and computed fields
Skąd bierze się numer rekordu, dlaczego pojawia się dopiero po zapisaniu i czemu części pól nie da się edytować, choć widać w nich wartość.
The system assigns the number
Records that must have an unambiguous label get it automatically: a ticket gets a ticket number, an invoice an invoice number, a contract a contract number. The number is built according to a pattern set during the implementation and usually contains a kind symbol, the year, and a sequential number, for example ZG/2026/0117.
Two things follow from this directly.
- The number appears only after the record is saved. Before the record exists, there is nothing to number, so while filling in the form the number field is empty.
- The number usually cannot be changed. It is the matter's identifier in conversations, e-mails, and documents, so editing it is deliberately locked.
Numbering starts over each year
If the number pattern contains the year, the counter starts from one after the year changes. This is not a fault, but standard practice: the number is meant to be short and legible within the year.
Example. December's last ticket is ZG/2026/0117, and January's first is ZG/2027/0001. Both are correct and both are unambiguous, because the year is part of the number.
Gaps in numbering
It happens that after number 0042 the next record gets 0044. A number is sometimes reserved at the moment a record is created, so when a save fails or a record is deleted, the number stays used and does not return to the pool. This is normal behavior, not a lost document.
If continuity of numbering is required by regulations at your company, report it to the administrator: this is a matter for a separate arrangement, not something that can be fixed by clicking.
Automatically computed fields
Besides the number, a record usually has values that no one enters by hand: the sum of items, the number of days to a deadline, the value after a discount, a balance. The system computes them, usually on saving the record, and that is why such fields are read-only.
If a computed value looks wrong, do not work around it by entering a correction elsewhere. Report it to the administrator together with the record number, because it most often concerns a condition in a rule that does not cover the given case.
File and signature fields
Jak dołączać dokumenty do rekordu, czym różni się pole jednego pliku od pola wielu plików i jak działa pole podpisu odręcznego.
Relation fields
Pole powiązania wskazuje inny rekord w systemie: zgłoszenie wskazuje umowę, projekt wskazuje klienta. Dzięki temu dane nie są przepisywane po raz drugi.