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.
The Counter field also supports List - Dropdown, allowing you to include the selected dropdown item as part of the counter string.
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Org Controller or Template Editor
⚠️ Note: To use the List - Dropdown element a Dropdown field linked to a List must already exist in the template before you can reference it in the Counter field.
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
List - Dropdown: Adding this element causes the selected dropdown item to appear in the counter string — for example,
LOT-Earthworks-001
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.
To use the List - Dropdown element, a Dropdown field linked to a List must already exist in the template before it can be selected in the Counter field configuration.
Multi-choice fields and Lists inside tables are not supported as Counter elements.
When a List - Dropdown element is included in the counter, the selected item appears in the form number across all views — including the form itself, the register, and PDF and CSV exports.