Use Auto Numbering with 3 how-to topics on Windows; choose a topic from the index and follow the entry path and steps to complete the task.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Auto Numbering | Free |
| 2 | 2. Set Numbering Parameters and Preview | Free |
| 3 | 3. Confirm and Save Auto Numbering | Free |
How-to Guide
1. Open Auto Numbering
Feature entry: Form Editor → Survey → Auto Numbering
- Open the smart form editing interface.
- In the left navigation pane, select the Survey module.
- Find the Auto Numbering option and click it.
Success Criteria
- Interface result: The Auto Numbering settings page or pop-up panel opens.
- Next action available: You can continue to set numbering parameters.
Tips While Using
- Common mistake: If you do not enter the Survey module first, the Auto Numbering entry may not appear.
- Environment limit: You need form editing permission.
2. Set Numbering Parameters and Preview
Feature entry: Auto Numbering settings panel
- In the pop-up panel, set the related parameters based on your needs.
- Review the preview result.
- Confirm that the displayed result matches your expectation.
Success Criteria
- Interface result: The panel shows the current setup result.
- Next action available: You can continue by clicking Confirm to finish the setup.
Tips While Using
- Common mistake: Confirming before checking the preview may lead to numbering that does not match your expectation.
- Environment limit: A stable network connection is recommended for online form setup.
3. Confirm and Save Auto Numbering
Feature entry: Auto Numbering settings panel → Confirm
- After finishing the parameter setup, click Confirm.
- Continue saving the current form changes in the existing workflow.
- If the result needs to take effect for respondents, publish the form as needed.
Success Criteria
- Interface result: The Auto Numbering setup is confirmed and you return to the editing flow.
- Next action available: You can continue saving, publishing, or editing Auto Numbering again.
Tips While Using
- Common mistake: Confirming the panel only, without continuing to save or publish, may affect the final result.
- Environment limit: Some changes may affect only new data.