I think that you want is not a serial number as is defined in EPDM. You need a variable and it's value is concatenation of other variables from data card. You can use for that the "input formula" option (see attached image). There are some limitations, one is thar the user must make a modification on fields (variable value) that are part of concatenation. He must do that even those variables have a default value.
It is possible for you to create the three components using standard functionality and set them to three variables on the data card (they can be hidden on a tab page that is controlled by group e.g. Administrators) then use a Dispatch script triggered on "During add" that concatenates them and set them to whatever datacard variable you want.
I just quickly tried out a Disptach script to do this and it works but only if you set the trigger to "Check out - Before Checkout action". You would probably want to make sure it only runs on each file once (rules in the Dispatch script).
"Date": Serial Number from String: Day(2)Month(2)Year(2)
"Number": Serial Number from String: Counter-02 (if it gets to 99 then the next number is 100)
On the Data Card create three Read Only Edit boxes linked to variables:
Date: Serial number:"Date"
Number: Serial number:"Number"
Initials: Special Value:"User - Initials"
Create temporary variables that reads the three variables from the data card
Create another temporary variable that concatenates the first three
Set the "serial number" on the data card to the concatenated variable.
Make sure you set the Dispatch script "For all documents"
Hey, thanks for the information. I have created everything you specified, but can't see where to set the serial number on the data card to the concatenated variable. I must have missed a step somewhere. Where do I select the temporary variable that concatenates the three variables together? Also, the application I am trying to set up is throught a EPDM template I created. Does your suggestion work within the template option? Thanks in advance for you time.
Wayne. That's what I thought...add it does work the way I am looking for. Thank you. I do get this error when creating my file:
One more questions. I am generating my document through a EPDM template I created. I haven't been able to find an efficient way to get the newly populated serial number you just helped me with to populate to the file name. Would you have any suggestions on how to make this happen when the file is created from windows explorer 'Right click...New...Work Order'.