Use Auto Numbering with 3 how-to topics, including 3 free topics and 0 membership-related items; start from the index to open the entry, set parameters, and confirm the result.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Auto Numbering entry | Free |
| 2 | 2. Set Auto Numbering parameters | Free |
| 3 | 3. Preview and confirm the setup | Free |
How-to Guide
1. Open the Auto Numbering entry
Entry path: Form editor → Relay → Auto Numbering
- Open the smart form you want to edit and enter the form editing page.
- Select the Relay section in the left navigation pane.
- Find Auto Numbering and click it to start editing.
- Wait for the Auto Numbering settings panel to open.
Success Criteria
- Interface result: The Auto Numbering settings page or pop-up panel is open.
- Next action available: You can continue adjusting numbering settings.
Tips While Using
- Make sure the current form is editable before you begin.
- If you cannot find the Relay section, confirm that you are on the correct form editing page.
2. Set Auto Numbering parameters
Entry path: Auto Numbering settings panel
- Review the available options in the Auto Numbering pop-up panel.
- Set the related parameters based on the on-screen prompts.
- Adjust the numbering method for your current relay scenario.
- Keep the current settings and get ready to preview the result.
Success Criteria
- Interface result: The settings have been adjusted for your current needs.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- It is helpful to match the settings to your actual collection scenario before sharing the form.
- If multiple people will fill out the form, check whether the numbering display is clear before saving.
3. Preview and confirm the setup
Entry path: Auto Numbering settings panel → OK
- Preview the Auto Numbering result after finishing the setup.
- Confirm that the numbering display matches your needs.
- Click OK to complete the current action.
- If the form will be used externally, continue with the next sharing or publishing steps.
Success Criteria
- Interface result: The Auto Numbering setup is confirmed and the settings panel closes.
- Next action available: You can return to the form and continue editing or publishing.
Tips While Using
- If the saved result does not appear as expected, open Auto Numbering again and review the settings.
- Some changes may still require the form to be shared or published before others can use it.