How to Use WPS Settings on Windows

Use WPS Settings through 4 how-to topics; all 4 are available without membership and can be opened from the index below.

How-to Index

How-to Guide

1. Open Relay Settings

Entry: Form Editor → Relay → Relay Settings

1. Open the Smart Form editing screen.
2. Select the Relay module in the left navigation pane.
3. Find Relay Settings and click it to enter editing.

Success Criteria

• Interface result: The relay settings area or settings panel opens.
• Next action available: You can continue adjusting options or reviewing current settings.

Tips While Using

• Common mistake: If you have not entered the form editor first, the Relay Settings entry may not appear.
• Environment note: You need permission to edit the current form.

2. Configure Related Options

Entry: Relay Settings panel

1. Review the available options in the Relay Settings panel.
2. Adjust the related options based on the current relay needs.
3. Check each option before moving on.

Success Criteria

• Interface result: The needed options have been updated.
• Next action available: You can preview the result or go directly to saving.

Tips While Using

• Common mistake: After changing several options, skipping a final check may leave an important item unchanged.

3. Preview the Current Effect

Entry: Preview area in the Relay Settings panel or the review area before confirmation

1. Review the current effect after finishing the option changes.
2. Check whether the relay display or rules match your expectation.
3. If needed, go back and adjust the options again.

Success Criteria

• Interface result: You can review the current effect or status of the settings.
• Next action available: If everything looks correct, you can continue to saving.

Tips While Using

• Common mistake: Saving without previewing may lead to another round of edits later.

4. Confirm and Save Settings

Entry: Relay Settings panel → OK

1. After checking the setup, click OK.
2. Return to the editor and confirm that the settings were saved.
3. If respondents need to see the update, publish a new version in the current form flow.

Success Criteria

• Interface result: The settings panel closes or returns to the editor, and the changes remain saved.
• Next action available: You can continue editing, publishing, or sharing the relay.

Tips While Using

• Common mistake: If you do not click OK, the changes will not be kept.
• Environment note: Some updates may require a new version to be published before respondents can see them.