Use Auto Numbering with 2 how-to topics, both available directly in the Smart Forms editing flow on Windows.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Auto Numbering | Free |
| 2 | 2. Set and confirm Auto Numbering | Free |
How-to Guide
1. Open Auto Numbering
Entry path: Form Editor → Check-in → Auto Numbering
- Open the Smart Forms editing screen.
- Select the Check-in module in the left navigation pane.
- Find the Auto Numbering option.
- Click it to enter the setup area.
Success Criteria
- On-screen result: The Auto Numbering setup area or panel opens.
- What you can do next: You can continue adjusting numbering-related settings.
Tips While Using
- Common mistake: If you do not enter the Check-in module first, the Auto Numbering option may not appear.
- Environment note: You need permission to edit the Smart Form.
2. Set and confirm Auto Numbering
Entry path: Auto Numbering settings panel
- Set the related parameters in the pop-up panel.
- Preview the result and check whether the numbering display matches your needs.
- Click OK to finish.
Success Criteria
- On-screen result: The settings are confirmed and the Auto Numbering setup is complete.
- What you can do next: You can continue editing other check-in content or save the form.
Tips While Using
- Common mistake: If you change parameters but do not confirm them, the setup may not be completed.
- Environment note: If the form needs to sync online, keep the network connection stable.