Use Contacts with 2 how-to topics, both available without membership; start from the How-to Index to open the feature and confirm contact settings.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Contacts | Free |
| 2 | 2. Set and confirm contact details | Free |
How-to Guide
1. Open Contacts
Entry: Form editor → Form → Contacts
- Open the smart form editing interface.
- Select the Form section in the left navigation pane.
- Find the Contacts item and click it to enter editing.
- Wait for the contact editing area or pop-up panel to open.
Success Criteria
- Interface result: The contact-related editing interface is open.
- Next action available: You can continue configuring contact settings.
Tips While Using
- Common mistake: If you have not entered the form editing interface first, the Contacts entry may not appear.
- Environment note: You need permission to edit the current form.
2. Set and confirm contact details
Entry: Contacts editing panel
- Set the relevant parameters in the pop-up panel.
- Use Preview to check how the contact information will appear.
- After confirming the content is correct, click OK to finish.
- If needed, continue with saving or publishing the form.
Success Criteria
- Interface result: The contact settings have been confirmed and the preview matches your expectation.
- Next action available: You can continue editing the form or move on to publishing.
Tips While Using
- Common mistake: If you change parameters but do not click OK, the setup may not be completed.
- Environment note: Some changes may still require saving or publishing before they take effect in actual use.