Use Related Data 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 Related Data | Free |
| 2 | 2. Configure Related Data settings | Free |
| 3 | 3. Preview and save Related Data | Free |
How-to Guide
1. Open Related Data
Entry path: Form Editor → Attendance → Related Data
- Open the Smart Forms editing page.
- In the left navigation area, select the Attendance module.
- Find the Related Data setting item.
- Click it to enter the editing view.
Success Criteria
- Interface result: The Related Data editing or configuration view opens.
- Next action available: You can continue to configure the related settings.
Tips While Using
- Common mistake: If you do not enter the Attendance module first, the Related Data entry may not appear.
- Environment note: You need permission to edit the form.
2. Configure Related Data settings
Entry path: Related Data configuration panel
- In the Related Data panel, review the available settings.
- Configure the required settings as prompted in the interface.
- Check whether the settings match the current attendance scenario.
Success Criteria
- Interface result: The required settings are filled in or selected in the panel.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- Common mistake: Confirming too early without checking all settings may affect later use.
- Environment note: It is recommended to keep a stable network connection when working with online forms.
3. Preview and save Related Data
Entry path: Related Data panel → Preview / Confirm
- After configuring the settings, preview the result.
- Confirm that the displayed result matches your expectation.
- Click Confirm to finish the action.
- If responders need to see the updated result, continue with the normal form save or publish flow.
Success Criteria
- Interface result: The setup is confirmed, and the editor returns to the normal editing state or shows the saved result.
- Next action available: You can continue editing other attendance settings or move on to saving and publishing.
Tips While Using
- Common mistake: If you configure the settings but do not click Confirm, the setup may not take effect.
- Environment note: Some Related Data changes may only appear to responders after the form is published.