Use Formula through 3 task topics: open the formula entry, set parameters and preview the result, and save the formula configuration.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the formula entry | Free |
| 2 | 2. Set parameters and preview the result | Free |
| 3 | 3. Save the formula configuration | Free |
How-to Guide
1. Open the formula entry
Entry: Form Editor → Relay → Formula
- Open the smart form editing interface.
- Select the Relay module in the left navigation area.
- Find Formula and open it for editing.
Success Criteria
- Interface result: You enter the formula editing area or see the configuration panel.
- Next action available: You can continue to set formula parameters.
Tips While Using
- Common mistake: If you do not enter the Relay module first, the Formula entry may not appear.
- Environment note: You need permission to edit the current form.
2. Set parameters and preview the result
Entry: Formula configuration panel
- Set the relevant parameters in the formula panel based on the on-screen prompts.
- Adjust the formula content or related options as needed.
- Preview the result and confirm that it matches your expected outcome.
Success Criteria
- Interface result: The panel shows updated parameter status or a preview result.
- Next action available: You can continue editing or move to the save step.
Tips While Using
- Common mistake: Confirming too early without checking the preview may leave rules misconfigured.
- Environment note: Keep the network connected if you need sync or publishing.
3. Save the formula configuration
Entry: Formula configuration panel → Confirm
- Review the settings again after finishing the parameter changes.
- Click Confirm to complete the action.
- If there is a later publishing flow, continue as prompted on screen.
Success Criteria
- Interface result: The panel closes or shows that the save is complete.
- Next action available: You can return to the relay editing flow and continue other settings.
Tips While Using
- Common mistake: Editing content without clicking Confirm may leave the configuration unsaved.
- Environment note: Some formula changes may take effect for new response data after publishing.