Use Departments with 3 how-to topics: open department settings, edit department parameters, and preview and confirm the result; choose a topic from the index and follow the steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open department settings | Free |
| 2 | 2. Edit department parameters | Free |
| 3 | 3. Preview and confirm the result | Free |
How-to Guide
1. Open department settings
Entry path: Form editor → Check-in → Departments
- Open the Smart Form you want to edit.
- Enter the form editing interface.
- Select the Check-in module in the left navigation pane.
- Find Departments and click it to open editing.
Success Criteria
- Interface result: The department settings page or panel opens.
- Next action available: You can continue adjusting department-related parameters.
Tips While Using
- Common mistake: If you are not in the form editing interface, the Check-in module may not appear.
- Environment note: You need edit permission for the current form.
2. Edit department parameters
Entry path: Departments settings panel
- Review the editable items in the Departments settings panel.
- Adjust the available parameters based on the on-screen prompts.
- Check whether the selected or entered content matches the current check-in scenario.
Success Criteria
- Interface result: The department-related content in the settings panel is updated.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- Common mistake: If you do not review the changes again, the displayed result may differ from what you expect.
- Environment note: A stable internet connection is recommended when editing online forms.
3. Preview and confirm the result
Entry path: Confirmation flow in the Departments settings panel
- After finishing the parameter setup, open Preview.
- Check whether the preview matches your expected result.
- If everything looks correct, click Confirm to finish.
Success Criteria
- Interface result: The setup is completed and the current department configuration is confirmed.
- Next action available: You can continue editing other check-in settings or move on to form publishing.
Tips While Using
- Common mistake: Confirming without previewing may require another round of edits later.
- Environment note: If the page loads slowly, check your network connection and try again.