Adding a Serial Number

The following section describes how to add a Serial Number when designing a Form.

Every Form Record stored in ActivityInfo is automatically assigned a unique, randomly-generated ID when it is created. By using a Serial Number Form Field in your Form, you can identify more easily each Form Record thanks to an easier-to-remember format that consists of sequential numbers such as "0023", "0024".

To make it even easier to trace or remember, Instead of just having a number, which is not very easy to trace; you can also add a prefix will give more traceability to it, without revealing sensitive information. To do this you can use an Input Mask to customize the Serial Number.

This is useful because it allows you to identify any specific Form Record the Data Entry Interface and it allows Users to easily refer to such a Form Record if you are using multiple Forms that link to each other. Serial numbers can be particularly useful in setting up Case Tracking Systems, where case workers need an easy-to-remember identifier for each case that doesn't include personally-identifying information.

In order to ensure that Serial Numbers are unique, they are only assigned once the record is actually saved on the server. When you are editing a Form Record that is not yet saved, the Form Field will be displayed as "(Pending)".

If you save a Form Record while in Offline mode, a Serial Number will not be assigned until you have fully synchronized the Form to ActivityInfo.

How to Add a Serial Number

  • Navigate to the Form Designer.
  • Drag and drop the Serial Number Form Field to your Form.
  • Edit the Properties of the Serial Number in the Properties Field.
  • Click on the "Save" button.