Reference Settings

Reference Settings are used to define the references for various entities in the system e.g., workers, customers, placements, timesheets, etc.
References can be set to be defined as manually or automatically whenever users create a worker, customer, placement, etc.
The reference Settings page {Admin -> Reference Settings} allows the users to edit the format for various reference types and how they can be used in the system.
By default, all reference settings are set to Automatic with a default format. To enable manual referencing, users can click on the “manual Reference” checkbox and provide the desired format in the “Reference Format/Regex” field and click save.
To enable automatic referencing again, simply click on the “Manual Reference” checkbox and click save. This will revert back the format to the default format.
To enable custom format with automatic reference settings, users can simply edit the “Reference Format/Regex” field and click save. This will follow the specified format and will auto-feed the reference upon creation.
This page follows a Right-to-Left Approach i.e., users need to enable the manual referencing first using the relevant checkbox and then provide the custom format. If the users provide the custom format first and then enable manual referencing using the checkbox, it will reset the format field and users will have to provide the format again.
The Blueprint for which settings accept what format or Regex is as follows: -
Reference Settings
Accepts
Doesn't Accept
Automatic
  • Default Format
  • Custom Format e.g., ABC001
  • Blank
  • String with non-alphanumeric characters e.g., 123
  • Any characters before or after the regex e.g., 123-^\d3$ or ^\d3$-123
  • String without digits i.e., text-based strings e.g., ABC
  • String with whitespaces e.g., ABC 123
  • Special Characters Only e.g., !£$%^&*/
Manual
  • Default Format e.g., W0000A
  • Custom Format (String) e.g., ABC123
  • Regex e.g., ^\d{3}-[a-z]\/\d{4}
  • Whitespaces e.g., ABC 123
  • Whitespaces Only
  • Special Characters e.g., abc&123
  • Can be left as blank (will accept any string as reference)
NA
API
Accepts any Format (String)
Currently no validation forced against format(s)
  • White spaces
  • Empty Characters
  • Cannot be Blank or Null
Data Import
Accepts any Format (String)
Currently no validation forced against format(s)
  • White spaces
  • Empty Characters
  • Cannot be Blank or Null

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