Creating Auto-Incrementing Numbers

How to create an auto-incrementing number

Auto-incrementing numbers are user-defined document numbers that help improve document tracking. These numbers automatically increment when a form is submitted (with the auto-incrementing field left blank), when a form is dispatched, or manually by clicking the Get a Number icon.

You can add the same user-defined number to multiple forms. It can also be mapped to a linked form, allowing both parent and child forms to share the same number for consistent tracking.

To create an auto-incrementing number, complete the following:

1. From the Reusable Components menu, select Auto-Increment Numbers, then New Number. The Auto-Incrementing Number Designer opens:
   
2. In the Label Name field, enter a label for the auto-incrementing number.
3. Mark Text to include a prefix to the number, then enter the text format.
4. Mark Date to include a date in the number, then select the date format. The date formats include:
   
5. 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.
6. 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.
7. Click (Save). The auto-incrementing number is now available to add to a form.
8. To remove an auto-incrementing number, see Deleting an Auto-Incrementing Number.
9. To add an auto-incrementing number to a form, see Adding an Auto-Incrementing Number to a Form.
10. Click (Preview) to view how an auto-incrementing number will work in the app.