Administrative Help

Auto Workspace Name Numbering Overview

To configure an auto-generated workspace Name, create 3 custom fields and then edit the workspace type for which you want the custom names to be automatically created. The custom display name replaces the regular workspace Name field in every location in the PPM enterprise where the workspace name normally occurs.

Important: If you configure a workspace type with an auto-generated workspace name, all workspaces of that type will inherit the naming convention. If there are existing workspaces their names will be changed. Once the workspace names have been changed, you cannot recover the original names.

Configuring an Auto workspace Name and Number is a multi-step process:

Create a custom Text field that contains the first part of the new auto-generated name. In the example above the field value for this text field would be Network Maintenance -
See Creating a custom Text field for details.

Create a second custom field, an Item Number field that contains the automatically incremented numeric part of the new auto-generated name. In the example above the field would contain the 001, 002, 003, values. You configure the starting number and the increment number when you edit the workspace type for the new auto-generated name.
See Creating a custom Item Number field for details.

Create a third custom field, a concatenated Calculation field that combines the first two fields. This is the field you configure as the Custom Display Field value when you edit the workspace type.
See Creating a custom concatenated calculation field for details.

Configure the workspace type to use the new concatenated field as the Custom Display Field.
See Configuring the Workspace type for details.

Important: If you change the Display Name Field of an existing workspace Type, you change the names of any existing workspaces created from that type. This cannot be reversed.