Use Relay Settings with 5 how-to topics in the Smart Forms editor on Mac; all 5 topics are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Relay Settings | Free |
| 2 | 2. Enter the parameter editing area | Free |
| 3 | 3. Adjust and confirm relay parameters | Free |
| 4 | 4. Preview and save the settings | Free |
| 5 | 5. Check the effect after publishing | Free |
How-to Guide
1. Open Relay Settings
Entry: Form editor → Relay → Relay Settings
- Open the Smart Form that you want to edit.
- Select the Relay section in the left navigation area.
- Find Relay Settings and open it.
Success Criteria
- Interface result: The relay settings panel or related page opens.
- Next action available: You can continue reviewing or editing relay settings.
Tips While Using
- Common mistake: If you do not enter the form editing view first, the Relay Settings entry may not appear.
- Environment note: You need permission to edit the current form.
2. Enter the parameter editing area
Entry: Relay Settings panel
- Review the available settings in the Relay Settings panel.
- Open the parameter area you want to adjust.
- Prepare to edit the relevant settings for the current relay.
Success Criteria
- Interface result: The available relay settings are visible.
- Next action available: You can edit or switch between settings.
Tips While Using
- Common mistake: If you do not confirm the target setting first, you may edit the wrong option.
3. Adjust and confirm relay parameters
Entry: Relay parameter area
- Adjust the relevant parameters in the panel or settings area.
- Review each item based on your actual collection needs.
- Confirm that the settings match the current relay scenario.
Success Criteria
- Interface result: The parameters are updated to the intended state.
- Next action available: You can continue to preview or save the changes.
Tips While Using
- Common mistake: If you skip a final review, the published result may not match your expectation.
4. Preview and save the settings
Entry: Preview and confirm controls in the settings panel
- Preview the result after adjusting the parameters.
- Check whether the display matches your expectation.
- Click Confirm or the corresponding save button to finish.
Success Criteria
- Interface result: The settings are saved and the preview matches the intended result.
- Next action available: You can return to the editor and continue other setup tasks.
Tips While Using
- Common mistake: If you change parameters without saving, the update will not be recorded.
5. Check the effect after publishing
Entry: Form publishing and response-side verification flow
- Publish the relay after saving the settings.
- Use the share link or response side to check the actual effect.
- If needed, return to Relay Settings and adjust the configuration again.
Success Criteria
- Interface result: The published relay reflects the saved settings.
- Next action available: You can continue collecting responses or edit the relay again.
Tips While Using
- Common mistake: If you save changes but do not publish again, some updates may not appear immediately on the response side.
- Environment note: Some changes affect only new data.