Use Contacts through 3 how-to topics: open the Contacts entry, set contact-related options, and preview and confirm the result; 3 topics are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Contacts entry | Free |
| 2 | 2. Set contact-related options | Free |
| 3 | 3. Preview and confirm the result | Free |
How-to Guide
1. Open the Contacts entry
Entry path: Form editor → Form module → Contacts
- Open the Smart Form that you want to edit.
- Select the Form module in the left navigation pane.
- Find Contacts and click it to enter editing.
- Wait for the Contacts settings panel or dialog to open.
Success Criteria
- Interface result: You are in the contact-related settings area.
- Next action available: You can continue adjusting contact-related options.
Tips While Using
- Common mistake: If you are not in the form editing screen first, you may not see the Contacts entry.
- Environment note: You need edit permission for the target form.
2. Set contact-related options
Entry path: Contacts panel
- Review the available options in the Contacts panel.
- Set the related options as prompted on the screen.
- Check whether the entered or selected content is complete.
- Keep the current settings and move on to preview.
Success Criteria
- Interface result: The options in the Contacts panel have been adjusted.
- Next action available: You can continue to preview or confirm.
Tips While Using
- Common mistake: Closing the panel before checking all options may require another review.
- Environment note: Some settings may depend on the current form loading correctly.
3. Preview and confirm the result
Entry path: Contacts panel → Preview / Confirm
- Open the preview after finishing the settings.
- Check whether the contact-related display or setup result matches your expectation.
- Click Confirm after you verify the result.
- If needed, go back to the previous step, adjust the settings, and confirm again.
Success Criteria
- Interface result: The setup result has been confirmed and the save flow is complete.
- Next action available: You can continue editing the form or move to the next publishing step.
- No side effect: Other form content remains available after the confirmation step.
Tips While Using
- Common mistake: Confirming without previewing may leave display issues unnoticed.
- Environment note: If the page loads slowly, wait until the preview is fully shown before confirming.