Use Cross Analysis with 3 how-to topics, including 3 free items and 0 membership-related items; choose a topic from the index and follow the steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Cross Analysis entry | Free |
| 2 | 2. Set and confirm Cross Analysis settings | Free |
| 3 | 3. Edit Cross Analysis for an existing form | Free |
How-to Guide
1. Open the Cross Analysis entry
Entry: Form editor → Form → Cross Analysis
- Open the Smart Form that you want to edit.
- In the left navigation pane, select Form.
- Find Cross Analysis and open it.
- Wait for the Cross Analysis editing area to load.
Success Criteria
- Interface result: the Cross Analysis settings page is open.
- Next action available: you can continue adjusting settings or reviewing the current configuration.
Tips While Using
- Make sure your account has permission to edit the form.
- If the page does not load in time, check your network connection and open it again.
2. Set and confirm Cross Analysis settings
Entry: Cross Analysis settings panel
- In the Cross Analysis panel, configure the related settings shown on screen.
- Adjust the setup as needed.
- Preview the result and confirm that it matches your expectation.
- Click OK to finish the current setup.
Success Criteria
- Interface result: the settings are confirmed and the panel closes or updates its status.
- Next action available: you can continue saving, publishing, or returning to other form settings.
Tips While Using
- It is recommended to check the preview before confirming.
- If the setup includes multiple changes, adjust them step by step and review them together.
3. Edit Cross Analysis for an existing form
Entry: Existing form editor → Form → Cross Analysis
- Open the existing target form and enter the editing view.
- Open Cross Analysis again from the Form module.
- Update the current configuration as needed.
- Save the changes and republish the form if required.
Success Criteria
- Interface result: the updated Cross Analysis configuration is saved.
- Next action available: you can continue previewing, publishing, or returning to other editing items.
Tips While Using
- Some changes affect only new data and do not update existing data automatically.
- It is recommended to preview the result after editing before deciding to publish.