Use Cross Analysis with 3 how-to topics on macOS, all available directly in the Smart Forms editor and all available without membership.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Cross Analysis entry | Free |
| 2 | 2. Configure Cross Analysis settings | Free |
| 3 | 3. Preview and confirm Cross Analysis | Free |
How-to Guide
1. Open the Cross Analysis entry
Entry path: Form Editor → Check-in → Cross Analysis
- Open the Smart Form that you want to edit.
- Enter the form editing page.
- In the left navigation area, select the Check-in module.
- Find Cross Analysis and open it for editing.
Success Criteria
- Interface result: the Cross Analysis setup panel or related editing area is open.
- Next action available: you can continue to adjust related settings.
Tips While Using
- Make sure your account has permission to edit the current form.
- If you cannot find the entry, first confirm that you are in the editing flow for a check-in scenario.
2. Configure Cross Analysis settings
Entry path: Cross Analysis settings panel
- Review the available settings in the Cross Analysis panel.
- Adjust the related settings based on the on-screen options.
- Align the setup with the current check-in analysis needs.
Success Criteria
- Interface result: the settings have been selected or adjusted in the panel.
- Next action available: you can move on to preview or confirmation.
Tips While Using
- It is helpful to set up the analysis around the dimensions you plan to review later.
- Before making changes, confirm the main purpose of the current check-in scenario.
3. Preview and confirm Cross Analysis
Entry path: Cross Analysis settings panel → Confirm
- After adjusting the settings, review the preview result.
- Confirm that the current display matches your expectation.
- Click Confirm to finish the setup.
Success Criteria
- Interface result: the settings are confirmed and the Cross Analysis setup is complete.
- Next action available: you can return to the form and continue editing or save the full form.
Tips While Using
- Review key settings again before finishing.
- If the result does not look right, go back and adjust the settings again.