This how-to guide includes 3 topics, and all 3 are available without membership; use the index below to jump to the task you need and follow the entry path and steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Auto Numbering entry | Free |
| 2 | 2. Configure Auto Numbering settings | Free |
| 3 | 3. Preview and finish Auto Numbering | Free |
How-to Guide
1. Open the Auto Numbering entry
Entry path: Form editor → Relay → Auto Numbering
- Open the Smart Forms editing page.
- Select the Relay module in the left navigation area.
- Find the Auto Numbering option.
- Click it to open the related settings area.
Success Criteria
- Interface result: the Auto Numbering settings area or pop-up panel opens.
- Next action available: you can continue to adjust numbering settings.
Tips While Using
- Common mistake: if you do not enter the Relay module first, the Auto Numbering entry may not appear.
- Environment note: you need to be on an editable Smart Forms page.
2. Configure Auto Numbering settings
Entry path: Auto Numbering settings panel
- Review the available options in the Auto Numbering panel.
- Configure the settings shown in the interface.
- Check whether the current numbering rule matches your needs.
Success Criteria
- Interface result: the settings have been selected or filled in.
- Next action available: you can move to preview or confirmation.
Tips While Using
- Common mistake: confirming without checking the settings may produce a numbering result you do not want.
- Environment note: if the form contains many items, confirm the relay structure before finalizing numbering settings.
3. Preview and finish Auto Numbering
Entry path: Auto Numbering settings panel → Preview/Confirm
- Preview the numbering result after the settings are complete.
- Confirm that the displayed result is correct.
- Click Confirm to finish the setup.
Success Criteria
- Interface result: the Auto Numbering setup is saved or confirmed.
- Next action available: you can continue editing, publishing, or sharing the relay form.
Tips While Using
- Common mistake: finishing without previewing may require another round of edits later.
- Environment note: some changes may appear to respondents only after the form is published.