Use Multiple Selections with 4 how-to topics, covering opening the feature, adjusting settings, previewing the result, and saving the update; choose a topic from the index and follow the steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Multiple Selections | Free |
| 2 | 2. Configure Multiple Selections settings | Free |
| 3 | 3. Preview the Multiple Selections result | Free |
| 4 | 4. Save the configuration and apply it | Free |
How-to Guide
1. Open Multiple Selections
Entry: Form Editor → Relay → Multiple Selections
- Open the Smart Form that you want to edit and enter the form editing view.
- Select the Relay module in the left navigation area.
- Find Multiple Selections and open its editing area.
Success Criteria
- Interface result: The Multiple Selections editing area or settings panel is open.
- Next action available: You can continue to adjust related settings.
Tips While Using
- Common mistake: If you do not enter the form editing view first, the relay settings entry may not be visible.
- Environment note: You need editing permission for the current form.
2. Configure Multiple Selections settings
Entry: Multiple Selections settings panel
- In the Multiple Selections editing area, adjust the related settings based on the on-screen options.
- Review each setting to make sure it matches the current relay requirement.
Success Criteria
- Interface result: The settings have been updated as needed.
- Next action available: You can continue to preview or confirm the setup.
Tips While Using
- Common mistake: If settings are changed without checking each item, the final display may not match expectations.
3. Preview the Multiple Selections result
Entry: Preview option in the Multiple Selections editing area
- After finishing the settings, open the preview.
- Check whether the displayed Multiple Selections result matches your expectation.
- If needed, go back and continue adjusting the settings.
Success Criteria
- Interface result: You can see the current display result of Multiple Selections.
- Next action available: If everything looks correct, you can continue to save.
Tips While Using
- Common mistake: Saving directly without previewing may cause the published result to differ from what you intended.
4. Save the configuration and apply it
Entry: Multiple Selections panel → Confirm / Save
- After confirming the preview result, click Confirm to finish the current setup.
- Save the modified content as prompted on screen.
- If the current form needs to be republished, publish a new version.
Success Criteria
- Interface result: The changes have been saved.
- Next action available: The form can continue to be edited, shared, or published.
Tips While Using
- Common mistake: Finishing the edit without saving means the changes are not recorded.
- Environment note: Some Multiple Selections changes take effect for respondents only after a new version is published.