Use Message Notification Settings through 4 how-to topics, all available without membership; start from the How-to Index to open the setting, adjust options, preview the result, and save the update.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Message Notification Settings entry | Free |
| 2 | 2. Open the panel and adjust related settings | Free |
| 3 | 3. Preview the reminder setup | Free |
| 4 | 4. Save the settings and confirm how they take effect | Free |
How-to Guide
1. Open the Message Notification Settings entry
Entry path: Form Editor → Relay → Message Notification Settings
- Open the Smart Forms editing page.
- In the left navigation area, select Relay.
- Find Message Notification Settings.
- Click the entry to open it for editing.
Success Criteria
- Interface result: the editing area or panel for Message Notification Settings opens.
- What you can do next: you can continue changing reminder-related settings.
Tips While Using
- Common mistake: if you do not enter the Relay module first, you may not see the settings entry directly.
- Environment note: you need edit permission for the current Smart Form.
2. Open the panel and adjust related settings
Entry path: Message Notification Settings → Edit panel
- Review the available options in the Message Notification Settings panel.
- Adjust the related settings based on the current form needs.
- Check each option before moving on.
Success Criteria
- Interface result: the settings are updated as needed.
- What you can do next: you can preview the result or save the changes.
Tips While Using
- Common mistake: changing settings without checking each item can leave the reminder setup out of sync with the actual scenario.
- Environment note: some settings may need an internet connection to sync with the online form workflow.
3. Preview the reminder setup
Entry path: Message Notification Settings panel → Preview
- After adjusting the settings, review the preview result.
- Compare the current setup with the intended relay workflow.
- If needed, go back and continue editing.
Success Criteria
- Interface result: you can see the current preview result or confirmation state.
- What you can do next: after confirming the setup, you can save it.
Tips While Using
- Common mistake: saving without previewing can increase the need for later rework.
- Environment note: review the preview together with the current form configuration.
4. Save the settings and confirm how they take effect
Entry path: Message Notification Settings panel → OK / Save
- Click OK to finish the current setup.
- Return to the form editing flow and check whether the settings were saved.
- If your workflow requires a new published version, publish the update.
- Verify in the response flow that the new setup works as expected.
Success Criteria
- Interface result: the settings are saved and the editor shows the updated configuration state.
- What you can do next: you can continue with publishing, sharing, or later form management tasks.
Tips While Using
- Common mistake: changing settings without clicking OK or Save.
- Environment note: some reminder settings may only take effect for responders after a new version is published.
- Data note: some changes may affect only new data.