Use WPS Filling Settings through 4 how-to topics, all available without membership; start from the How-to Index to open the entry, adjust parameters, preview the result, and save the updated setup.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Filling Settings | Free |
| 2 | 2. Adjust filling parameters | Free |
| 3 | 3. Preview and confirm the result | Free |
| 4 | 4. Save the settings and apply them | Free |
How-to Guide
1. Open Filling Settings
Entry path: Form editor → Relay → Filling Settings
- Open the Smart Form that you want to edit.
- Enter the form editing view.
- In the left navigation pane, select Relay.
- Find Filling Settings and open it.
Success Criteria
- Interface result: The Filling Settings panel or editing area is open.
- Next action available: You can continue changing the related parameters.
Tips While Using
- Common mistake: If you are not in the form editing view first, the Relay section may not appear.
- Environment note: You need permission to edit the current form.
2. Adjust filling parameters
Entry path: Filling Settings panel
- Review the available options in the Filling Settings panel.
- Change the related parameters based on the current relay needs.
- Check each item before moving on.
Success Criteria
- Interface result: The target parameters are updated in the settings panel.
- Next action available: You can continue to preview or confirm the setup.
Tips While Using
- Common mistake: Changing only part of the setup and missing another required item.
- Environment note: Some settings may need the online form environment to sync correctly.
3. Preview and confirm the result
Entry path: Preview or confirmation area in the Filling Settings panel
- After changing the parameters, review the current preview.
- Check whether the display and filling flow match the intended relay scenario.
- Confirm the result before saving.
Success Criteria
- Interface result: The preview matches the expected setup.
- Next action available: You can click the confirmation or save control to finish the update.
Tips While Using
- Common mistake: Saving immediately without checking the preview first, which can lead to an unexpected filling experience later.
4. Save the settings and apply them
Entry path: Filling Settings panel → Confirm / Save
- Click Confirm to finish the current setup.
- If a save action is available, save the updated configuration.
- If the form will be used by respondents, republish it through the normal form flow when needed.
Success Criteria
- Interface result: The settings are saved and the panel closes or updates its status.
- Next action available: You can continue editing, previewing, or publishing the form.
Tips While Using
- Common mistake: Changing parameters without clicking Confirm or Save.
- Environment note: Some filling settings may only appear to respondents after a new version is published.