Use Formula with 4 indexed topics; all 4 are available without membership, so you can jump to the topic you need and complete the setup step by step.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Formula entry | Free |
| 2 | 2. Set formula parameters | Free |
| 3 | 3. Preview the formula effect | Free |
| 4 | 4. Save the formula configuration | Free |
How-to Guide
1. Open the Formula entry
Entry path: Form Editor → File Collection → Formula
- Open the Smart Form you want to edit.
- Enter the form editing view.
- Select File Collection in the left navigation area.
- Find Formula and open it for editing.
Success Criteria
- Interface result: The formula editing area or configuration panel opens.
- Next action available: You can continue to set parameters.
Tips While Using
- Common issue: If you are not in File Collection, the Formula entry may not appear.
- Environment note: You need permission to edit the current form.
2. Set formula parameters
Entry path: Formula panel
- Review the editable items in the Formula panel.
- Enter or adjust the required parameters based on the on-screen prompts.
- Check that the parameter content is complete.
Success Criteria
- Interface result: The parameter content appears in the current formula configuration area.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- Common issue: Incomplete parameters may lead to an unexpected result later.
3. Preview the formula effect
Entry path: Preview or effect confirmation area in the Formula panel
- After setting parameters, review the current preview result.
- Compare the displayed effect with your expected result.
- If needed, go back and adjust the parameters again.
Success Criteria
- Interface result: You can see the effect of the current formula configuration.
- Next action available: If everything looks correct, you can save it directly.
Tips While Using
- Common issue: Saving before checking the preview may require another round of edits.
4. Save the formula configuration
Entry path: Formula panel → Confirm
- Confirm that the parameters and preview result are correct.
- Click Confirm to finish the action.
- Return to the editor and continue with the rest of the form setup.
Success Criteria
- Interface result: The Formula panel closes or returns to the editor.
- Next action available: The form can continue to be edited, previewed, or published.
Tips While Using
- Common issue: If you close the panel without clicking Confirm, the changes may not be kept.