Use Auto Numbering with 3 how-to topics in the questionnaire editing flow; all 3 are available without membership.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Auto Numbering | Free |
| 2 | 2. Adjust Auto Numbering settings | Free |
| 3 | 3. Preview and save the result | Free |
How-to Guide
1. Open Auto Numbering
Entry path: Form editor → Questionnaire → Auto Numbering
- Open the Smart Form you want to edit.
- Enter the form editing screen.
- Select the Questionnaire module in the left navigation area.
- Find Auto Numbering and open it for editing.
Success Criteria
- Interface result: The Auto Numbering settings screen or panel opens.
- Next action available: You can continue adjusting numbering-related settings.
Tips While Using
- Common mistake: If you do not enter the Questionnaire module first, you may not see the Auto Numbering entry.
- Environment note: You need permission to edit the current Smart Form.
2. Adjust Auto Numbering settings
Entry path: Auto Numbering settings panel
- Review the current settings in the Auto Numbering panel.
- Adjust the related settings based on the on-screen options.
- Check whether the numbering display matches the current questionnaire structure.
Success Criteria
- Interface result: The settings are adjusted to match your current needs.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- Common mistake: If you skip checking the full question order after editing, the preview result may not match your expectation.
3. Preview and save the result
Entry path: Auto Numbering settings panel → Preview/Confirm
- Preview the numbering result after finishing the settings.
- Confirm that the question numbers are displayed correctly.
- Click Confirm to complete the action.
Success Criteria
- Interface result: The Auto Numbering setting is applied and saved.
- Next action available: You can continue editing, publishing, or adjusting other questionnaire settings.
Tips While Using
- Common mistake: Confirming without previewing may leave numbering issues unnoticed until a later review.