The Counter field in Dashpivot Web allows you to create custom, unique identifiers for your forms. This feature helps teams reference forms easily, maintain document control, and track records consistently. It is designed for users building or editing templates who need structured, sequential numbering within their team.
Prerequisites
Before you begin make sure you have the following:
Plan: Standard, Pro, Premium, or Platinum
Permission: Org Controller or Template Editor
Step-by-Step Instructions
Add a Counter Field to a Template on Dashpivot Web
Open the template editor in Dashpivot Web.
Drag the Counter field from the field panel onto the template.
Click Edit on the Counter field.
Add your preferred elements to configure the counter structure:
Prefilled Text: Add a custom prefix like "PO" or "NCR"
File Path: Display the workspace/project/team
Template ID: Display the template ID
Project Folder Name: Display the project folder name in the counter string
Team Folder Name: Display the team folder name in the counter string
Confirm the Counter field displays as Active after forms have been created and the counter has started.
How Counter Numbers Are Assigned
Counter numbers are assigned automatically when a form is saved.
Each new form receives the next sequential number.
Numbers are unique per template within each team.
Counter values cannot be reset or manually edited.
Important Notes and Tips
Forms created before a Counter field is added do not receive a counter value.
Deleting a Counter field permanently stops the counter, and no new numbers will be assigned.
Using Project Folder Name or Team Folder Name in your counter structure helps avoid duplicate counter strings when deploying the same org template across multiple team folders.