Use Global Settings through 3 topics: open the entry, adjust settings, and preview before confirming; all 3 topics are available without membership.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Global Settings | Free |
| 2 | 2. Adjust Global Settings | Free |
| 3 | 3. Preview and Confirm Changes | Free |
How-to Guide
1. Open Global Settings
Entry: Smart Form editor → Attendance → Global Settings
- Open the Smart Form editing interface.
- Select the Attendance module in the left navigation area.
- Find the Global Settings item.
- Click it to enter the setup area.
Success Criteria
- Interface result: The Global Settings panel or editing area opens.
- Next action available: You can continue changing related settings.
Tips While Using
- Common mistake: If you do not enter the Attendance module first, the Global Settings entry may not appear.
- Environment note: You need permission to edit the current form.
2. Adjust Global Settings
Entry: Global Settings panel
- Review the available options in the Global Settings panel.
- Change the related settings as needed.
- Check whether each setting matches the current attendance scenario.
Success Criteria
- Interface result: The settings are updated in the panel.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- Common mistake: Skipping a final review can leave the setup inconsistent with the actual scenario.
- Environment note: For online forms, keep the network connection stable.
3. Preview and Confirm Changes
Entry: Preview and confirm controls in the Global Settings panel
- Preview the result after finishing the setup.
- Confirm that the displayed result matches your expectation.
- Click Confirm to finish the action.
Success Criteria
- Interface result: The settings are confirmed and saved.
- Next action available: You can return to the form and continue editing other content.
Tips While Using
- Common mistake: Confirming without previewing can make small setup issues easier to miss.
- Environment note: If the form also needs to be published later, review the full form status after saving.