Use Matrix Scale with 4 how-to topics: open the Matrix Scale entry, set parameters, preview the result, and save the configuration; use the index below to jump to each task.
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 → File Collection → Matrix Scale
- Open the smart form that you want to edit.
- Enter the form editing screen.
- Select the File Collection module in the left navigation area.
- Find Matrix Scale and open its editing entry.
Success Criteria
- Interface result: You enter the Matrix Scale editing area or settings panel.
- Next step available: You can continue to set parameters, preview, or save.
Tips While Using
- Make sure the current form is editable before you start.
- If you cannot find the entry, first confirm that you are in the File Collection module.
2. Set Matrix Scale parameters
Entry path: Matrix Scale editing panel
- Review the available settings in the Matrix Scale editing area.
- Set the relevant parameters based on the on-screen options.
- Check whether the current setup matches your collection needs.
Success Criteria
- Interface result: The parameters are updated in the editing panel.
- Next step available: You can preview the result or save directly.
Tips While Using
- It helps to define your evaluation dimensions before adjusting the scale.
- Preview after changes to reduce repeated edits.
3. Preview the Matrix Scale result
Entry path: Matrix Scale editing panel → Preview
- After setting the parameters, open the preview.
- Check how the matrix scale is displayed.
- Confirm that the content is clear and the response flow is easy to understand.
Success Criteria
- Interface result: You can see the preview of the Matrix Scale question.
- Next step available: If everything looks correct, you can save the configuration.
Tips While Using
- Focus on whether the row and column content is easy to understand.
- If the display is not what you expect, go back and adjust the settings.
4. Save the Matrix Scale configuration
Entry path: Matrix Scale editing panel → Confirm
- After checking the preview, click Confirm.
- Wait for the current configuration to finish saving.
- Return to the form editor and continue with other edits if needed.
Success Criteria
- Interface result: The current Matrix Scale configuration is saved.
- Next step available: You can continue editing other questions or publish the form later.
Tips While Using
- Check the parameters and preview one more time before saving.
- If the respondent side does not show the update yet, check whether the form still needs to be published again.