Use Employee ID through 3 how-to topics: open the Employee ID setup entry, adjust related settings, and preview then confirm the result; choose a topic from the index and follow the steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Employee ID setup entry | Free |
| 2 | 2. Adjust Employee ID settings | Free |
| 3 | 3. Preview and confirm the Employee ID setup | Free |
How-to Guide
1. Open the Employee ID setup entry
Entry path: Form Editor → Attendance → Employee ID
- Open the smart form that you want to edit.
- Enter the form editing interface.
- Select the Attendance section in the left navigation pane.
- Find Employee ID and open its setup panel.
Success Criteria
- Interface result: You can see the Employee ID settings area or a related setup panel.
- Next action available: You can continue editing Employee ID settings.
Tips While Using
- Common mistake: Opening another field instead of the Employee ID settings.
- Environment note: You need edit permission for the current form.
2. Adjust Employee ID settings
Entry path: Employee ID settings panel
- Review the available options in the Employee ID settings panel.
- Adjust the related settings as needed.
- Check whether the field setup matches your attendance scenario.
Success Criteria
- Interface result: The panel shows the updated setting state.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- Common mistake: Skipping a final review after editing, which can leave the field setup mismatched with the actual sign-in needs.
3. Preview and confirm the Employee ID setup
Entry path: Employee ID settings panel → Preview / Confirm
- Preview the result after finishing the settings.
- Check that the Employee ID field appears and behaves as expected.
- Click Confirm to finish the setup.
Success Criteria
- Interface result: The editor returns to the editing state and keeps the updated Employee ID configuration.
- Next action available: You can continue editing other attendance fields or publish the form.
Tips While Using
- Common mistake: Previewing the result without clicking Confirm.
- Environment note: If your form only takes effect after publishing, continue with the publish step.