Use Common Settings through 3 how-to topics: open Common Settings, adjust related options, and preview then confirm; 3 are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Common Settings | Free |
| 2 | 2. Adjust Related Options | Free |
| 3 | 3. Preview and Confirm | Free |
How-to Guide
1. Open Common Settings
Entry: Form Editor → Check-in → Common Settings
- Open the Smart Form you want to edit.
- Enter the form editing view.
- In the left navigation area, select the Check-in module.
- Find Common Settings and open it.
Success Criteria
- Interface result: the Common Settings panel or editing area is open.
- Next action available: you can view the related settings and continue editing.
Tips While Using
- Common mistake: opening another module instead of Check-in, which makes the entry hard to find.
- Environment note: you need to be in the Smart Forms editing view first.
2. Adjust Related Options
Entry: Common Settings panel
- Review the current options in the Common Settings panel.
- Update the settings you need according to the on-screen prompts.
- Check each option to make sure it matches the current check-in scenario.
Success Criteria
- Interface result: the updated options are shown in the settings panel.
- Next action available: you can continue to preview or confirm the setup.
Tips While Using
- Common mistake: changing options without checking them one by one.
- Environment note: for online forms, keeping the network connection active is recommended.
3. Preview and Confirm
Entry: Common Settings panel
- After adjusting the options, preview the current result.
- Confirm that the display and settings are correct.
- Click Confirm to finish the operation.
Success Criteria
- Interface result: the settings are confirmed, and the panel closes or returns to the editor.
- Next action available: you can continue editing the form or move on to a final publishing check.
Tips While Using
- Common mistake: confirming without previewing first, which may require another round of edits.
- Environment note: after changing settings, it is helpful to review the result again before formal use.