Use Matrix Scale with 4 how-to topics; all 4 are available without membership, and you can move from the index to setup, preview, and save the configuration.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Matrix Scale entry | Free |
| 2 | 2. Set Matrix Scale parameters | Free |
| 3 | 3. Preview the Matrix Scale result | Free |
| 4 | 4. Save the Matrix Scale configuration | Free |
How-to Guide
1. Open the Matrix Scale entry
Entry path: Form Editor → Attendance → Matrix Scale
- Open the smart forms editing interface.
- Select the Attendance module in the left navigation.
- Find the Matrix Scale option.
- Click it to enter the editing area.
Success Criteria
- Interface result: The Matrix Scale editing area or settings panel opens.
- Next action available: You can continue to set parameters.
Tips While Using
- Common mistake: If you are not in the form editor first, the Attendance entry may not appear.
- Environment note: Editing permissions are required.
2. Set Matrix Scale parameters
Entry path: Matrix Scale editing panel
- Review the available settings in the Matrix Scale editing area.
- Set the related parameters as needed.
- Check that the settings match the current attendance form requirements.
Success Criteria
- Interface result: The parameter fields have been filled in or adjusted.
- Next action available: You can move to preview or confirmation.
Tips While Using
- Common mistake: Confirming too early without checking all settings may affect the final display result.
3. Preview the Matrix Scale result
Entry path: Preview area in the Matrix Scale editing panel
- After setting the parameters, open the preview result.
- Check whether the Matrix Scale display is correct.
- If needed, go back and adjust the settings.
Success Criteria
- Interface result: The current Matrix Scale display can be reviewed.
- Next action available: You can save the setup after confirming it is correct.
Tips While Using
- Common mistake: Saving without previewing may leave display issues unnoticed until later.
4. Save the Matrix Scale configuration
Entry path: Matrix Scale editing panel → Confirm
- Make sure the parameters and preview result are correct.
- Click Confirm to finish the action.
- Return to the form editor and check the result.
Success Criteria
- Interface result: The Matrix Scale configuration is completed and the editing flow returns.
- Next action available: You can continue editing other content or save the full form.
Tips While Using
- Common mistake: Finishing the panel setup without clicking Confirm may leave the configuration unapplied.
- Environment note: Some changes may only appear to respondents after the later publish step.