Use Auto Numbering through 3 topics: open the Auto Numbering entry, set parameters and preview the result, and save the configuration; all 3 topics are available without membership.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Auto Numbering entry | Free |
| 2 | 2. Set parameters and preview the result | Free |
| 3 | 3. Save the Auto Numbering configuration | Free |
How-to Guide
1. Open the Auto Numbering entry
Entry: Form editor → File Collection → Auto Numbering
- Open the Smart Form that you want to edit.
- Enter the form editing interface.
- In the left navigation area, select File Collection.
- Find Auto Numbering and click it to enter the settings area.
Success Criteria
- Interface result: The Auto Numbering settings area or panel is open.
- Next action available: You can continue setting parameters or review the current configuration.
Tips While Using
- Common mistake: If the form is not in edit mode, the full settings entry may not appear.
- Environment note: If the form is online, keep the network connection stable.
2. Set parameters and preview the result
Entry: Auto Numbering settings panel
- In the Auto Numbering panel, set the related parameters as prompted in the interface.
- Adjust the numbering display style or related options as needed.
- Check the preview result and confirm that the numbering output matches your expectation.
Success Criteria
- Interface result: The preview area shows the numbering result for the current settings.
- Next action available: You can continue adjusting parameters or move to the save step.
Tips While Using
- Common mistake: Saving before checking the preview may leave you with a numbering style you did not intend to use.
- Environment note: If the page loads slowly, wait for the preview to refresh before confirming.
3. Save the Auto Numbering configuration
Entry: Auto Numbering settings panel → OK / Save
- Finish the parameter setup and confirm that the preview is correct.
- Click OK to complete the current setting.
- If the form workflow requires it, continue with form save or publish actions so the new configuration applies to later responses.
Success Criteria
- Interface result: The Auto Numbering setting is retained, and the current configuration is still visible after returning to the editor.
- Next action available: You can continue editing the form, publish the form, or test the upload workflow.
Tips While Using
- Common mistake: Confirming the panel only, without saving or publishing the full form when needed, may delay the effect on the response side.
- Environment note: It is often helpful to test one upload flow before formal use.