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Configuring ID templates

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- Configuring ID templates
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Glossary

Configuring ID templates

2023-03-23

What you should know

Only users included in the account administrators group can create or modify ID templates.

Procedure

Click Configurations > Fields and labels .
Turn on the Automatically generate ID setting .

Configure keys for the ID template.

Tip: Hover over the Tip (

) icon to see a list of supported values you can add to your automatic ID template.

The supported keys and their respective values are as follows:

Key	Value
{D}	Short Day
{DD}	Long Day
{M}	Short Month
{MM}	Long Month
{YY}	Short Year
{YYYY}	Long Year
{###}	Fixed Length Numbers
{N}	Infinite Length Numbers
{FIRSTNAME}	Creator's First Name
{LASTNAME}	Creator's Last Name
{USERNAME}	Creator's Username

Note:

You can also include fixed characters in the ID template by entering them in the ID template without any brackets, such as in the following example: CCN-1111-{YYYY}-{N}, which would yield the result: CCN-1111-2022-1.
The {N} keyword is not displayed properly in the case and request views when the template it is included in is also assigned the {###} keyword.

Click Save.
Your ID template is created.

Example

The default fields section with the Default Value field, showing the ID template, highlighted.

The field appears in new cases:

A new case showing an ID assigned by the template.

After you finish