Use Cross Analysis through 3 how-to topics: open the feature entry, configure related settings, and preview before confirming; 3 topics are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Cross Analysis entry | Free |
| 2 | 2. Configure Cross Analysis settings | Free |
| 3 | 3. Preview and confirm the result | Free |
How-to Guide
1. Open the Cross Analysis entry
Entry path: Form Editor → Relay → Cross Analysis
- Open the Smart Form that you want to edit.
- Enter the form editing interface.
- Select the Relay module in the left navigation pane.
- Find Cross Analysis and click it to open the setup area.
Success Criteria
- Interface result: The Cross Analysis settings page or panel opens.
- Next action available: You can continue reviewing or editing the related settings.
Tips While Using
- Common mistake: If you are not in the form editing interface, the Relay entry may not be visible.
- Environment note: You need permission to edit the target form.
2. Configure Cross Analysis settings
Entry path: Cross Analysis panel
- Review the available options in the Cross Analysis panel.
- Configure the related settings as prompted in the interface.
- Check whether the current setup matches your relay needs.
Success Criteria
- Interface result: The settings are adjusted for the current use case.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- Common mistake: Skipping a final review after editing settings may affect the displayed result later.
- Environment note: For online form workflows, keep the network connection stable.
3. Preview and confirm the result
Entry path: Preview and Confirm controls in the Cross Analysis panel
- After finishing the settings, preview the result first.
- Confirm that the displayed result is correct.
- Click Confirm to complete the action.
- If the interface also provides Save or Publish, continue with the current form workflow as needed.
Success Criteria
- Interface result: The Cross Analysis configuration is confirmed.
- Next action available: You can return to the form editing workflow for other settings.
Tips While Using
- Common mistake: Confirming too early without checking the preview may require another round of edits.
- Environment note: Some changes may only appear in later data after a follow-up save or publish step.