Auto-number

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The Auto-Number tool automatically creates and inserts a unique integer number into a generated mobile form (in ascending order). You can choose to insert a prefix before the number, or only display the number.

doForms provides two ways to assign auto-numbers across multiple mobile devices:

  • When collected: Assigns a number based on the current date and time in the format yyMMddhhmmssss. For example, a form generated at 11:28:24.12 AM on March 27, 2016 would be assigned the auto-number 16032711282412.
  • As received: Assigns a number based on the order the form is received by the server.

Properties

Caption text: The caption is used in most cases to ask the question. In others it may be a column heading. This is a required field. Please keep in mind that captions will wrap when form elements do not fit within the width of the screen. It is important to consider how your captions will be displayed. Captions on a larger screen might look perfect, but on a smaller device, they may be forced to wrap several times. In this situation, a smaller caption should be used.

Hint: Provides additional information to the mobile form user on how a question (i.e., Caption text) should be answered. The Hint font size is smaller than the Caption font size.

Additional HTML styling can be applied on hints and captions.

Data name: Because this is a required field, doForms will default the Data name to match the Caption or Label. If these are blank, doForms will generate a generic Data name name with a sequential number (such as "untitled10"). Since it is used throughout the system, it is recommended that you enter a descriptive Data name that is easily identifiable. Nondescript Data names are difficult to find and select at a later time (e.g., when performing a calculation).

Type: There are two options for Auto-numbers: When collected and As received.

  • When collected: Assigns a number based on the current date and time in the format yyMMddhhmmssss. For example, a form generated at 11:28:24.12 AM on March 27, 2016 would be assigned the auto-number 16032711282412. This algorithm allows you to produce a pattern of unique ascending numbers across multiple mobile devices that are operating in disconnected mode. Note: A When collected auto-number may change as a result of a subsequent Retrieve or Forward transaction.
  • As received: Assigns a number based on the order the form is received by the server, meaning that the numeric sequence is based on the time the data records are received, and not on the order that they were completed. Because As received auto-numbers are assigned by your website, they are not visible in the mobile app, although they are visible in emailed reports.

An As received auto-number can also have a Start value that determines the start of the integer sequence. To change the Start value of the auto-number (default value = 1), enter it in the Start value field. For example, if you want your auto-number to begin at 1000, enter 1000 in the Start value field.

The Reset numbering in all forms using this prefix option resets the As Received auto-number sequence of all forms in the account using the same Prefix to the Start value. This reset happens when the form is submitted for the first time after being published. Note that the reset only applies to new incoming data records from these forms, and will not affect any previously submitted data records.

Note: once an As received auto-number is set in a data record received by the website, it will not change as a result of any subsequent Retrieve or Forward transactions on the same data record.

Prefix: If desired, enter a Prefix for the auto-number, which is appended to the beginning of the number value. For example, entering a prefix "NYC:" would assign auto-numbers that look like this: NYC:16032711282412. Note that you may enter alphanumeric, spaces, and special characters in the Prefix field. Both types of auto-numbers can have a Prefix. For As Received auto-numbers, all forms in the account that have the same Prefix will share the same auto-number sequence.

A Prefix can be added to both When collected and As received auto-number types. However, for an As Received auto-number, all forms in the account that have the same Prefix will share the same auto-number sequence. For example, if Form A and Form B both contain As Received auto-numbers with the same Prefix (e.g., "NYC:"), then the incoming records from Form A and Form B will be assigned NYC:1, NYC:2, NYC:3, etc., on a first-come, first-served basis. Similarly, all forms that use the null Prefix (i.e., no Prefix) also share the share the same auto-number sequence, and will be assigned 1, 2, 3, etc. on a first-come, first-served basis.

Read only: These settings allow you to control which users can enter data into or edit this field. The settings are as follows:

  • View data edit: Restricts a web portal user from editing this field when editing a submitted form through the 'View data' tab
  • View data new: Restricts a web portal user from entering data into this field filling out a new form through the 'View data' tab.
  • Dispatch edit: Restricts a web portal user from editing this field when filling out a submitted form through the 'Dispatch' tab.
  • Dispatch new: Restricts a web portal user from entering data into this field when creating a new dispatch through the 'Dispatch' tab.
  • Mobile: Restricts a mobile user from entering data into this field when filling out a form.
  • Web App: Restricts a web app user from entering data into this field when filling out a form.
  • Form Links: Restricts a web portal user from editing this field when editing a form that was sent using a form link

Required - These settings allow you to control which users are required to enter data into this field. The settings are as follows:

  • View data edit: Requires a web portal user to enter data into this field if editing and saving a submitted form through the 'View data' tab
  • View data new: Requires a web portal user to enter data into this field when creating a new form through the 'View data' tab.
  • Dispatch edit: Requires a web portal user to enter data into this field if editing and saving a submitted form through the 'Dispatch' tab.
  • Dispatch new: Requires a web portal user to enter data into this field when creating a new dispatch through the 'Dispatch' tab.
  • Mobile: Requires a mobile user to enter data into this field when filling out a form.
  • Web App: Requires a web app user to enter data into this field when filling out a form.
  • Form Links: Restricts a user from submitting a form link without answering this this field.

Hide - These settings allow you to hide the form field from users in specific situations. The settings are as follows:

  • View data edit: Hides this field from a web portal user when editing a submitted form through the 'View data' tab
  • View data new: Hides this field from a web portal user when creating a new form through the 'View data' tab.
  • Dispatch edit: Hides this field from a web portal user when editing a submitted form through the 'Dispatch' tab.
  • Dispatch new: Hides this field from a web portal user when creating a new dispatch through the 'Dispatch' tab.
  • Mobile: Hides this field from a mobile user when filling out a form.
  • Web App: Hides this field from a web app user when filling out a form.
  • In PDF and Print: Hides this field when the form is converted to PDF or printed.
  • Form Links: Hides this field on forms that are sent as form links.

Appearance - doForms allows you to set a default set of appearance parameters. This eliminates the need for you to have to set colors and other parameters each time you add an element to your form. You can however override the default settings for any tool by simply picking the Custom option. You can also edit the default by clicking on the edit defaults option.

Justification - Allows you to apply text justification settings to certain elements of the tool. Choose the appropriate radio button for the Caption, Hint, and/or Answer fields as follows:

  • L: Left-justifies the text.
  • C: Center-justifies the text.
  • R: Right-justifies the text.

Remove Space - This parameter is used to remove the space just before and just after the tool. By removing space two elements can be made to appear linked or as a single element.

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Comments

  • Avatar
    Andy Roden

    how do i change the auto-number from "when collected" to "As Received"

  • Avatar
    Duong

    Hi Andy - If everything goes as schedule, this new feature will be released next week. Thanks, Duong.

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