Use Filling Settings through 3 how-to topics, all available without membership; choose a topic from the index and follow the entry path and steps to complete the setup.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Filling Settings | Free |
| 2 | 2. Adjust Filling Parameters | Free |
| 3 | 3. Preview and Confirm the Settings | Free |
How-to Guide
1. Open Filling Settings
Entry: Form editor → Check-in → Filling Settings
- Open the Smart Form that you want to edit.
- Enter the form editing interface.
- In the left navigation area, select the Check-in module.
- Find Filling Settings and open it.
Success Criteria
- Interface result: The Filling Settings panel or editing area is open.
- Next action available: You can continue changing filling-related parameters.
Tips While Using
- Make sure the current form is editable before you start.
- If you cannot find the entry, first confirm that you are already in the Smart Forms editor.
2. Adjust Filling Parameters
Entry: Filling Settings panel
- Review the available options in the Filling Settings panel.
- Adjust the related parameters based on the on-screen prompts.
- Check each setting item as needed for the current check-in scenario.
Success Criteria
- Interface result: The parameters have been updated for the current need.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- It helps to define the check-in rules first so you can avoid repeated changes.
- For formal use, review key settings again before confirming.
3. Preview and Confirm the Settings
Entry: Preview and confirmation actions in the Filling Settings panel
- Preview the result after you finish adjusting the parameters.
- Check whether the interface and filling flow match your expectation.
- Click OK to complete the action.
Success Criteria
- Interface result: The settings have been confirmed.
- Next action available: You can return to the form, continue editing, save, or publish later.
Tips While Using
- If the preview does not match your expectation, go back and adjust the settings again.
- Some changes are easier to apply consistently when the form is updated before later use.