Use Upload File through 3 topics: open the upload entry, configure and preview upload rules, and save the upload setup; 3 topics are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Upload File entry | Free |
| 2 | 2. Configure and preview upload rules | Free |
| 3 | 3. Save the upload setup | Free |
How-to Guide
1. Open the Upload File entry
Entry: Form editor → Attendance → Upload File
- Open the Smart Forms editing interface.
- Select the Attendance module in the left navigation area.
- Find the Upload File option.
- Click it to enter the editing state.
Success Criteria
- Interface result: you enter the Upload File settings area or a related settings panel opens.
- Next action available: you can continue adjusting upload settings.
Tips While Using
- Common mistake: if you do not enter the Attendance module first, the Upload File entry may not appear.
- Environment note: you need permission to edit the current form.
2. Configure and preview upload rules
Entry: Upload File settings panel
- In the pop-up panel, adjust the available settings as needed.
- Modify the upload rules for your current scenario.
- Use preview to check how the upload item will appear.
- Confirm that the item name, description, and other settings match the form purpose.
Success Criteria
- Interface result: the preview shows how the upload item will appear to responders.
- Next action available: you can return to settings to revise details or confirm and save.
Tips While Using
- Common mistake: saving before preview may leave display text or settings mismatched with the actual need.
- Environment note: keep the network connection stable when previewing or syncing changes.
3. Save the upload setup
Entry: Upload File settings panel → OK / Save
- After finishing the settings, click OK.
- Return to the form editor and check whether the Upload File item has been updated.
- If the page also provides a save or publish action, complete that step.
- Preview again when needed to confirm the responder-side result.
Success Criteria
- Interface result: the Upload File setup remains in the current form.
- Next action available: you can continue editing other items or move on to publishing.
Tips While Using
- Common mistake: changing settings without clicking OK or Save means the configuration will not take effect.
- Environment note: some form changes may appear to responders only after the form is published again.