This section covers 3 how-to topics, and all 3 are available without membership; choose a topic from the index and follow the steps to complete the setup.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Formula | Free |
| 2 | 2. Set and Preview Formula Parameters | Free |
| 3 | 3. Save the Formula Configuration | Free |
How-to Guide
1. Open Formula
Entry path: Form Editor → Check-in → Formula
- Open the Smart Form that you want to edit.
- Enter the form editing view.
- Select the Check-in module in the left navigation area.
- Find Formula and open it for editing.
Success Criteria
- Interface result: The formula editing area or related settings panel opens.
- Next action available: You can continue to set formula parameters.
Tips While Using
- Common mistake: If you are not in the form editing view first, the Check-in module may not appear.
- Environment note: You need edit permission for the current form.
2. Set and Preview Formula Parameters
Entry path: Formula editing panel
- In the Formula panel, set the relevant parameters as prompted on screen.
- Check whether each setting matches the current check-in scenario.
- Preview the result and confirm that the formula behaves as expected.
Success Criteria
- Interface result: The current parameters are shown in the panel, and the preview area reflects the setup.
- Next action available: You can continue adjusting settings or move to the save step.
Tips While Using
- Common mistake: Confirming too early without reviewing the parameters may require another round of edits later.
- Environment note: Review the preview together with the rest of the current form setup.
3. Save the Formula Configuration
Entry path: Formula editing panel → Confirm
- Finish the parameter setup and verify that the preview result is correct.
- Click Confirm to complete the action.
- Return to the form editor and continue editing or move on to publishing.
Success Criteria
- Interface result: The Formula panel closes and the configuration remains in the current form.
- Next action available: You can continue editing other modules or prepare to save and publish the form.
Tips While Using
- Common mistake: Closing the panel before clicking Confirm may leave the current changes unsaved.
- Environment note: After changing settings, it is helpful to review the overall form result again.