Use Common Settings with 2 how-to topics, both 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 Common Settings | Free |
| 2 | 2. Adjust settings and save | Free |
How-to Guide
1. Open Common Settings
Entry path: Form Editor → Form → Common Settings
- Open the Smart Form that you want to edit.
- Enter the form editing interface.
- In the left navigation area, select the Form module.
- Find Common Settings and open it.
Success Criteria
- Interface result: The Common Settings editing area or settings panel is open.
- Next action available: You can continue adjusting related options.
Tips While Using
- Common mistake: If you are not in the form editing interface, the Common Settings entry may not be visible.
- Environment note: You need permission to edit the current form.
2. Adjust settings and save
Entry path: Common Settings panel
- In the Common Settings panel, adjust the related options as needed.
- Use the preview or on-screen feedback to check the result.
- After confirming the content is correct, click OK or the corresponding save button.
- Return to the editing interface and continue with the next form task.
Success Criteria
- Interface result: The settings panel closes or shows the saved state.
- Next action available: You can continue editing the form or move to the publishing stage.
- No unwanted effect: Changes are not treated as final until you confirm the save.
Tips While Using
- Common mistake: If you change options but do not confirm the action, the settings may not take effect.
- Environment note: After changing settings, it is helpful to preview the result again.