Use Numbering Fields through 2 how-to topics, all available without membership; start from the How-to Index to create the field and adjust its numbering type.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Numbering Field | Free |
| 2 | 2. Configure the Numbering Type | Free |
How-to Guide
1. Create a Numbering Field
Entry path: Click the + button on the right side of the header row, then choose the Numbering field type.
- In the data table, click the Add Field button on the right side of the header row.
- In the field type list, select Numbering.
- Enter the field name as prompted.
- Click Confirm to create the field.
- After the field is created, use the field in the table as needed.
Success Criteria
- Interface result: A new numbering field column appears in the data table.
- Next action available: You can open field settings and continue adjusting the numbering type.
Tips While Using
- Common mistake: If you choose a different field type in the list, the new column will not be a numbering field.
- Environment note: You need to work in an editable data table.
2. Configure the Numbering Type
Entry path: Right-click the field, open Field Settings, then open the Numbering Type drop-down list.
- Right-click the numbering field that you created.
- Select Field Settings.
- In the settings panel, click the Numbering Type drop-down list.
- Choose Auto-increment Number or Custom Concatenation as needed.
- Save the setting after making your selection.
Success Criteria
- Interface result: The settings panel shows the currently selected numbering type.
- Next action available: New records can follow the selected numbering rule.
Tips While Using
- Common mistake: Before changing the numbering type, check whether existing records need to keep their current display style.
- Environment note: You need permission to edit field settings.