Use WPS Global Settings with 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 Global Settings | Free |
| 2 | 2. Configure Related Settings | Free |
| 3 | 3. Preview and Confirm the Setup | Free |
How-to Guide
1. Open Global Settings
Entry path: Form editor → Check-in → Global Settings
- Open the Smart Form editing interface.
- In the left navigation area, select the Check-in module.
- Find the Global Settings option.
- Click it to open the editing panel.
Success Criteria
- On-screen result: The Global Settings panel or editing area is open.
- What you can do next: You can continue reviewing or changing related settings.
Tips While Using
- Common mistake: If you do not enter the Check-in module first, the Global Settings entry may not appear.
- Environment note: You need edit permission for the target form.
2. Configure Related Settings
Entry path: Global Settings panel
- Review the available settings in the Global Settings panel.
- Adjust the options based on the on-screen prompts.
- Check whether the settings match the needs of the current check-in scenario.
Success Criteria
- On-screen result: The settings have been updated as needed.
- What you can do next: You can move on to previewing or confirming the setup.
Tips While Using
- Common mistake: If you change settings without checking them one by one, the final result may not match your expectations.
- Environment note: A stable internet connection is recommended for online configuration.
3. Preview and Confirm the Setup
Entry path: Global Settings panel → Preview / Confirm
- Preview the result after finishing the settings.
- Confirm that the displayed content and configuration result are correct.
- Click Confirm to finish the setup.
Success Criteria
- On-screen result: The settings have been saved or confirmed.
- What you can do next: You can continue with publishing or other editing steps.
Tips While Using
- Common mistake: If you change settings but do not click Confirm, the setup may not be completed.
- Environment note: Some settings may only appear to responders after the later publishing step.