Administrator - Automatic Report Numbering Smart Tag Options

Smart tags are used to construct report number format when using Automatic Report Numbering. The following Smart tags are supported:

Smart Tag	Smart Tag Description	Example
FiscalYear(date,yearend)	date = Meeting Date yearend = month and day of the fiscal year end in "mmdd” format.	{FiscalYear(Meeting.Date,'0301')} result in an output of: "2012-2013"
Department.Name	Full name of the Department (including the branch name, if applicable)	{Department.Name} results in an output of: "Parks and Recreation - Maintenance"
Department.Branch	Department's Branch Name	{Department.Branch} results in an output of: "Maintenance"
Department.Department	Department's name	{Department.Department} results in an output of: "Parks and Recreation"
MeetingType.Name	Name of the meeting type	{MeetingType.Name} results in an output of: "Committee of the Whole Meeting"
MeetingType.ReportNumberCode	report number code (as configured on the meeting template)	{MeetingType.ReportNumberCode} results in an output of: "CoW"
DateTime.Now:yyyy	returns the current year	{DateTime.Now:yyyy} results in an output of: "2018"
Year(Meeting.Date) Year({Meeting.Date})	returns the year for the meeting that the report is submitted to	{Year({Meeting.Date})} results in an output of: "2022"

The above smarts can be combined with free form text. Numerous combinations can be made. Below are sample combinations that can be made:

Example Smart Tag Combination	Example Output
{Meeting.ReportNumberCode}_{FiscalYear(Meeting.Date,'0301')}	RC_2018-2019

Once the report number is configured, an option to assign the report number appears on the report's properties window. A report number can be assigned at any time from the time that a report is created in draft, right up until it is about to commence down a workflow.

Related Articles:

Administrator – Automatic Report Numbering Settings