Use Formula 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 Formula | Free |
| 2 | 2. Set Formula Parameters | Free |
| 3 | 3. Preview and Save Formula | Free |
How-to Guide
1. Open Formula
Entry path: Form Editor → File Collection → Formula
- Open the Smart Forms editing interface.
- Select the File Collection module in the left navigation.
- Find Formula and open it.
Success Criteria
- The Formula editing or configuration interface opens.
- You can continue to view or change formula settings.
Tips While Using
- Make sure the current Smart Form is editable before you start.
- If you cannot find the entry, confirm that you are in the File Collection module.
2. Set Formula Parameters
Entry path: Formula configuration panel
- Review the current settings in the Formula panel.
- Set the related parameters as needed.
- Check whether the settings match the current form requirements.
Success Criteria
- The required parameters are filled in or adjusted.
- The panel is ready for preview.
Tips While Using
- Before editing, confirm that the form fields and formula logic match each other.
- If you need to change multiple items, review them one by one before moving on.
3. Preview and Save Formula
Entry path: Formula configuration panel → OK
- Preview the result after finishing the parameter setup.
- Confirm that the result is correct.
- Click OK to finish.
Success Criteria
- The preview result matches your expectation.
- After you click OK, the current Formula settings are saved.
Tips While Using
- Review key parameters again before saving.
- If the result does not match your expectation, go back and adjust the settings.