2.4-numbering-settings

2.4 Numbering Settings

This section allows you to configure how form numbers are generated.

Form Number
This is a required field for determining the numbering convention.

• Existing Numbering Rule: Select this to use a pre-defined rule from the dropdown menu. In the example, Process_general_num_rule is chosen.
• Customize: Select this to create a custom numbering rule.

Number Generation Time
This setting determines when the form number is assigned.

• Generate After Submission: The number is assigned only after the form has been submitted.
• Generate Upon Page Opens: The number is assigned as soon as the form page is opened by a user.

Description
You can enter optional descriptive text about the numbering configuration in this text box.

To configure the numbering settings, follow these steps:

1. Numbering Settings
   Click the “Numbering Settings” on the top
   To create a unique numbering format for a form, select the Customize option.
   You can construct a custom number by adding different elements:

   • Click Date to add a date component.
   • Click Time to add a time component.
   • Click Serial Number to add a sequential number.
   • Click Constant to add fixed text.
   • Click Customize to add other custom fields.
     The Simulate Numbering field displays a live preview of your form number as you build it. The table below the buttons shows the specific components currently in use.

2. Finalizing Settings
   After completing the numbering configuration, click the "Publish" button to save and apply your Process Template Settings.