Use Filling Settings through 4 how-to topics, all available without membership, to open the entry, adjust options, preview the result, and save the configuration.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Filling Settings | Free |
| 2 | 2. Set Filling Options | Free |
| 3 | 3. Preview the Filling Result | Free |
| 4 | 4. Save Filling Settings | Free |
How-to Guide
1. Open Filling Settings
Entry: Form editor → Check-in → Filling Settings
- Open the Smart Forms editing interface.
- Select the Check-in module in the left navigation pane.
- Find the Filling Settings option.
- Click Filling Settings to enter the editing panel.
Success Criteria
- Interface result: The Filling Settings panel or editing area opens.
- Next action available: You can continue adjusting response-related options.
Tips While Using
- Common mistake: If you do not enter the Check-in module first, the Filling Settings entry may not appear.
- Environment note: You need permission to edit the current form.
2. Set Filling Options
Entry: Filling Settings panel
- Review the available options in the Filling Settings panel.
- Adjust the related settings as needed.
- Check each option against the current check-in requirements.
Success Criteria
- Interface result: The settings are updated for the current scenario.
- Next action available: You can move on to previewing or saving.
Tips While Using
- Common mistake: Skipping a full review after editing can leave important options unchanged.
3. Preview the Filling Result
Entry: Preview flow inside the Filling Settings panel
- Review the current interface feedback after adjusting the options.
- Preview the filling result and confirm the displayed effect.
- If the result is not as expected, return to the settings and adjust it again.
Success Criteria
- Interface result: You can confirm the current display or response effect.
- Next action available: You can save the settings after confirmation.
Tips While Using
- Common mistake: Saving directly without previewing may lead to another round of edits later.
4. Save Filling Settings
Entry: Filling Settings panel → Confirm / Save
- After confirming the setup, click Confirm to finish the action.
- If a Save button is available, click it to keep the current configuration.
- If later responses need to use the new rules, publish a new version in the actual workflow.
Success Criteria
- Interface result: The current Filling Settings configuration is saved.
- Next action available: You can return to the form for more setup or publish a new version.
Tips While Using
- Common mistake: Editing options without clicking Save or Confirm.
- Environment note: Some changes may apply to later responses only after a new version is published.