Note: Prefixes only appear against Workflows. They are not compatible with singular forms.
This feature allows you to set a Prefix for your workflows so you can track reference numbers. This is useful if you want a sequential reference number for each completed workflow. This will allow you to easily find all linked forms when generating reports.
This feature is designed to link forms within a workflow using a Reference number and a customised Prefix. For example, for all the forms relating to an Incident, you may want to track using the Prefix "INCD"
For example: if your Incident Workflow has multiple forms
Incident Report (kickstarting form)
Incident Investigation
Incident Conclusion
A prefix allows these forms to be marked with the same Prefix number/ID making them easier to locate and report on.
To set a Prefix for a form:
Log into your Admin Console
Head to the Forms page
Add or click the pencil icon against a form
Click the Advanced Settings tab
Open the Expiry & Prefix tab
Input your desired prefix in the Prefix field (E.g. "INC" for Incidents)
Reporting:
When completing a workflow with a prefix, all forms within that workflow are marked with the Prefix and a number. (E.g. INC - 0001)
To find this:
Log into the Admin Console
Navigate to Reports
Find the folder icon, with the prefix number
To Learn More:
If you'd like to learn more about customising the other Advanced Settings for forms, check these articles out: