Admins and Designers can set up unique numbering for each GoCanvas form in your account, Admins can configure it across all GoCanvas forms in your account.

Table of Contents

On a form level

Across all users and forms

Setting descriptions

Submission No. Element in the PDF Designer

Submission Numbering

Submission Numbers are unique numbers that are automatically generated based on pre-determined criteria, either for specific forms or across all users and forms.

This is perfect for:

• Job Numbers
• Purchase Order Numbers
• Work Order Numbers
• Ticket Numbers
• Any other unique number you have on your paper forms

On a form level

To configure Submission Numbering on a form-by-form basis:

1. In the left navigation, click Forms. 
2. Click the hyperlink of the form name or the gear associated with the form to open Form Settings.

3. Click the Settings button associated with Submission Number.

   

4. Determine how the Numbering is based on:
   • Each User: Each user's submissions will have a unique number for this form.
   • Current GoCanvas Form: Each submission for this form, across all users, will have a unique number. This is the default selection.
5. Give it a Label that will appear on the PDF. The default is "No."
6. Determine the Submission Number Length. The default is 5 and the max is 8.
7. Select the checkboxes for Year Prefix, Month Prefix, and/or Day Prefix to attach them to the beginning of the number.
8. Enter either an optional Other Prefix or Suffix in those textboxes.
9. Select the checkboxes to Include (the Submission Number) in prefix of email to the email Subject, Body, and/or File Name.
10. Select the checkbox for Reset Submission Number? and enter the Next submission number if you wish to restart the numbering based on these parameters.
11. Click Save.

Across all users and forms

To configure Submission Numbering for the entire account:

Navigate to the Account Settings page following the instructions based on your Account View.

Core View

Without Departments With Departments

In the left navigation, expand Account and select Account Settings.

1. At the top of the left navigation, expand the dropdown menu under the username indicating the current Department and select All.

   

2. In the left navigation, expand Account and select Account Settings.

Project View

Without Departments With Departments

At the bottom of the left navigation, click your username to expand the menu and select Account.

1. At the top of the left navigation, expand the dropdown menu under the GoCanvas logo indicating the current Department and select All.

   

2. In the left navigation, expand Account and select Account Settings.

1. Under General Settings, locate Submission Numbering and click Settings.

   

2. Select the checkbox to Enable Unique Numbering.

3. Numbering based on has one option: All GoCanvas Forms.

   

4. Give it a Label that will appear on the PDF. The default is "No."
5. Determine the Submission Number Length. The default is 5 and the max is 8.
6. Select the checkboxes for Year Prefix, Month Prefix, and/or Day Prefix to attach them to the beginning of the number.
7. Enter either an optional Other Prefix or Suffix in those textboxes.
8. Select the checkboxes to Include (the Submission Number) in prefix of email to the email Subject, Body, and/or File Name.
9. Select the checkbox for Reset Submission Number? and enter the Next submission number if you wish to restart the numbering based on these parameters.
10. Click Save.

Setting descriptions

Numbering based on

• Each User: Each user's submissions will have a unique number for this form.
• Current GoCanvas Form: Each submission for this form, across all users, will have a unique number.
• All GoCanvas Forms: All submissions, across all users and forms, will have a unique number.

Label

The title of the Submission Number displayed on the PDF. The default is "No."

Submission Number

Length

The amount of numbers in the Submission Number value. The default is 5 and the maximum length is 8. For example: 5=00001.

Year, Month, and

Day Prefix

Adds the date to the beginning of the Submission Number value.

Other Prefix or Suffix

An alternative unique leading or ending value. Can be alphanumeric.

Include in prefix

of email

Adds the Submission Number value to the email Subject, email Body, or PDF File Name.

Reset Submission

Number?

Select this checkbox to decide where to start your Submission Numbering.

Next submission

number

Enter where you want to start your Submission Numbering.

Submission No. Element in the PDF Designer

Enabling Submission Numbering will automatically add the Submission Number to the upper-right corner of the Standard PDF.

Submission Numbers can be manually added to the Designer PDF, if it isn't already in the Auto-Layout design. 

1. In the left navigation, click Forms.
2. On the right side of the screen, click Edit PDF in line with the form you wish to edit.
3. On the left side of the screen, click the Elements tab and locate Submission Number. 
4. Click and drag it into any section or column in your PDF.
5. Click Save.