How to use auto-incremented numbers
Auto-incrementing numbers are user-defined document numbers that allow for better document tracking. These numbers increment when a form is submitted (leave the auto-incremented number field blank), when a form is dispatched, or manually by clicking the Get a Number icon.
This user-defined number can be added to multiple forms. The auto-incrementing number is mappable on a linked form so that the parent and child form can use the same number.
- To create an auto-incrementing number, select Auto-Increment Numbers, then New Number from the Reusable Components menu on the left side of the Form Designer. The Auto-Incrementing Number Designer opens:
- Enter a label name for the auto-incrementing number.
- Mark Text to include a prefix to the number, then enter the text format.
- Mark Date to include a date in the number, then select the date format. The date formats include:
- Enter the number of digits you want the auto-incrementing number to contain, then enter the next number to appear on the form. The Number Preview field displays the number that appears on the form.
- The user-defined number can be arranged in the order you want by dragging and dropping the handle icon for the Text, Date, and Number of digits fields.
- Click (Save). The auto-incrementing number is now available to add to a form.
- To add an auto-incrementing number to a form, select Auto-Incrementing Number from the Formatting options on the right side of the Form Designer.
- Click (Edit) to open the Edit Auto-Incrementing Number window.
- Select the auto-incrementing number you want to add to the form. You cannot save a form that doesn’t have an auto-incremented number selected.
- In the Tooltip field, enter the tip/hint you may want to include for the auto-incrementing number.
- Click the Styles tab to specify the style settings for the auto-incrementing number. See Using the Styles Tab for more information.
- Click OK to save the information. Click Cancel to close the Edit Auto-Incrementing Number window without saving your changes.
- Click (Save) to save the changes you made to the form.
- The following displays how an auto-incrementing number works in the app: