Configuring ID templates in Clearance - Clearance

You can configure ID templates to automatically assign identifying information to cases and requests in Clearance.

1. Click Configurations > Fields and labels.
2. Choose to configure automatic IDs for cases or video requests.
3. Turn on the Automatically generate ID setting .
4. Configure keys for the ID template.
   Tip: Hover over the Tip () icon to see a list of supported values you can add to your automatic ID template.

   The supported keys and their respective values are as follows:

   Key	Value
   {D}	Short Day
   {DD}	Long Day
   {M}	Short Month
   {MM}	Long Month
   {YY}	Short Year
   {YYYY}	Long Year
   {###}	Fixed Length Numbers
   {N}	Infinite Length Numbers
   {FIRSTNAME}	Creator's First Name
   {LASTNAME}	Creator's Last Name
   {USERNAME}	Creator's Username

   NOTE:

   • You can also include fixed characters in the ID template by entering them in the ID template without any brackets, such as in the following example: CCN-1111-{YYYY}-{N}, which would yield the result: CCN-1111-2022-1.
   • The {N} keyword is not displayed properly in the case and request views when the template it is included in is also assigned the {###} keyword.
5. Click Save.
   Your ID template is created.

Example

The field is configured:

The field appears in new cases: