Design guide
Design guide
When setting the Field Type to Auto Generate, the field value will be automatically generated. You can use it to generate record IDs or serial numbers. You can select a default sequence format, set your own, or refer to the examples in this article. The following sections introduce various format applications.
You can generate sequence numbers based on the value of a specified Selection, Date, or Free Text field.
Note: Currently, only one field can be designated as the basis for auto-generated sequence numbers, chosen from Selection, Date, or Free Text fields.
For example, you can generate sequence numbers based on "Sales Group" (e.g., A, B, C, D) for categorization.
Set the Auto Generate field to Generate sequence based on another field and select the "Sales Group" field.
After configuration, selecting "Sales Group" as "A" will start the Auto Generate field sequence with "A", and similarly for "B" and other groups.
For example, you can set the "Order Number" to generate sequence numbers based on the "Order Year" field.
After it is configured, the sequence numbers of "Order Number" will be generated separately for each year.
Note: If the Auto Generate field is based on the Date Field, the auto-generated values will follow the format set in the referenced Date Field. If you would like to apply a different date format, you need to create another Date Field with the desired format and apply the formula "=Original Date Field" to obtain the same date value. After completing, you can set the field to reference that new Date Field.
For example, there is a Free Text field that uses a formula to combine "Order Year" and "Sales Group" into "Year-Sales Group" (for example, "2026-A").
You can set the "Order Number" to generate sequence numbers based on this field.
After it is configured, the "Order Number" will increment based on values such as "2026-A" and "2026-B".
Note: Auto-generated field values are produced when the record is saved, and the system will not automatically update them unless triggered by another action. Therefore, if the source field value used for sequential numbering changes (e.g., a Sales Group changes from A to B), previously generated values will not be updated automatically.
You will need to manually clear the existing auto-generated field values and use Setting the Sequence Order and Populate Empty Values to generate new values.
Take the sequence format QUOTE-{1,date,yyyyMMdd}-{0,number,000} as an example. The generated value consists of letters and two variables:
1. {1,date,yyyyMMdd} is the auto-generated date.
2. {0,number,000} is an auto-generated sequential number.
When the date stays the same, the number keeps counting up within that day.
For example, records created on January 1, 2020 are numbered QUOTE-20200101-001, QUOTE-20200101-002, and QUOTE-20200101-003.
When the date changes, the number restarts from 001.
For example, records created the next day are numbered QUOTE-20200102-001, QUOTE-20200102-002, and QUOTE-20200102-003.
If you change the format to QUOTE-{1,date,yyyyMM}-{0,number,000}, records created on January 1 and January 2, 2020 are numbered QUOTE-202001-001, QUOTE-202001-002, QUOTE-202001-003, QUOTE-202001-004, QUOTE-202001-005, and QUOTE-202001-006. The numbering restarts only in the next month.
You can choose the Record URL format to automatically populate the URL for each record.
The URL is saved as a parameter, and if the record is duplicated, the field will be populated with the new record's URL.
The RAGIC ID is the Unique Value for identifying each record in the system. It appears as the last parameter in the Record URL.
For example, if the record URL is "https://www.ragic.com/LearningRagic/ragicsales/20001#!/20001/7", the last "7" represents the record's RAGIC ID.
If your sheet does not have a Unique Value field, you can consider using the RAGIC ID as the Unique Value for importing or exporting data, and the downloaded Excel backup file of the sheet will include the RAGIC ID by default.
The SUBTABLE RAGIC ID is the Unique Value for identifying each Subtable record in the system. It appears as the last parameter in the URL when generating a new sheet from that particular Subtable.
For example, in the URL "https://www.ragic.com/LearningRagic/ragicsales-order-management/20006/33", the "33" at the end represents the SUBTABLE RAGIC ID for that record. This format applies only to Subtable fields.
If you are in New Sheet From Subtable, selecting RAGIC ID will generate the same value.
In Design Mode, you can reset or change the current sequence order by entering the desired sequence number for the next record and clicking the Set seq of next record button.
Note: Clicking the Set seq of next record button will take effect immediately and does not require Saving the design.
For example, suppose the "Customer Number" field is an Auto Generate field. Because earlier records were created and then deleted, the customer numbers of the existing records no longer start from C-00001.
You can enter "1" in the Sequence of next record, then click Set seq of next record. The new record's "Customer Number" will start from 1 (C-00001).
If you want to reorder existing records, you can manually adjust them.
For instance, if you have a record with the "Customer Number" as C-00003 and want to change it to C-00001, with the following records starting from C-00002, you can manually change C-00003 to C-00001 and then set the Sequence of next record to "2". The next record will start from C-00002.
You can view the current sequence number by clicking Get seq of next record.
If your field is set to Generate sequence based on another field, you will need to Get seq of next record or Set seq of next record for each option in the "Field Options" below.
This is especially useful when importing data into a new sheet. After the import, set the sequence of the next record so that numbering continues from the imported data.
If some records in the sheet have empty Auto Generate values, SYSAdmins can click Populate empty values in Design Mode to automatically fill in the serial numbers.
If the field is set to Generate sequence based on another field, it will generate numbers for all the options. For example, if there are no sequence numbers in options "A", "B", and "C" and you click Populate empty values, you will see all the options generate their sequence numbers: A-00001, B-00001, C-00001, A-00002, B-00002, C-00002, and so on.
If the reference field is empty, it will generate sequence numbers without options, for example: "-00001".
When you don't have Unique Values in your records, you can use this feature to create them for future importing purposes.
For more information about sequence formats, refer to the Java MessageFormat class documentation.
When editing a record, auto-generated field values are displayed as a preview and are only created when the record is saved.
Therefore, if a formula field references an auto-generated field, the formula may appear correct before saving but return incorrect results afterwards. Note that formula fields will not automatically recalculate based on the auto-generated field value after saving.
If you would like formula fields to reference auto-generated fields, please refer to this article for further information.
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