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Set Document Id FAQs

Frequently asked questions for the Set Document Id guide.

What is the purpose of the Document Number Assignment object?​

The Document Number Assignment object is used to assign document numbers to document objects within a workflow in a desired format.
It allows you to either select a predefined number format or dynamically retrieve the number format from a Variable object.

What events are available for the Document Number Assignment object?​

The Events tab in the Properties Viewer allows you to attach custom business logic to the Document Number Assignment object.

  • To add code:
    1. Open the Events tab.
    2. Double-click the desired event.
    3. The editor automatically creates a method in the FlowName.cs file.
    4. You can add your custom logic within the generated method.

How can I configure the Document Number Assignment object?​

To configure the Document Number Assignment object:

  1. Go to the Properties Viewer.
  2. Configure the following fields:
    • Target → Select the document object where the number will be assigned.
    • Type → Choose between:
      • Form Number Format → Uses a predefined format from the form's identity settings.
      • From Variable Object → Retrieves the number format from a Variable object.
    • Format/Object → Displays formats or variables based on the selected