Use Filling Settings with 4 how-to topics, all available without membership, covering how to open the panel, adjust settings, preview the result, and confirm whether changes take effect.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Filling Settings | Free |
| 2 | 2. Adjust Filling Settings | Free |
| 3 | 3. Preview and Confirm the Result | Free |
| 4 | 4. Save Changes and Check Whether They Take Effect | Free |
How-to Guide
1. Open Filling Settings
Entry: Form editor → Form → Filling Settings
- Open the Smart Form that you want to edit.
- In the editor, find the Form section on the left side.
- Locate Filling Settings in that section.
- Click Filling Settings to open the settings panel.
Success Criteria
- Interface result: The Filling Settings panel or configuration area opens.
- Next action available: You can continue editing related settings.
Tips While Using
- Common mistake: If you are not in the form editing view, the Filling Settings entry may not be visible.
- Environment note: You need permission to edit the current form.
2. Adjust Filling Settings
Entry: Filling Settings panel
- Review the available options in the Filling Settings panel.
- Adjust the settings based on the form requirements.
- Check the updated options again to make sure nothing is missing.
Success Criteria
- Interface result: The settings in the panel reflect your intended changes.
- Next action available: You can move on to previewing or saving.
Tips While Using
- Common mistake: Skipping a final review can leave important settings unchanged.
3. Preview and Confirm the Result
Entry: Preview-related control in the Filling Settings panel
- After adjusting the settings, open the preview.
- Check whether the response flow, display result, or prompts match your expectation.
- Return to the settings panel after confirming the preview.
Success Criteria
- Interface result: You can see the updated preview result.
- Next action available: You can save the settings after confirmation.
Tips While Using
- Common mistake: Saving immediately without previewing may lead to extra rework later.
4. Save Changes and Check Whether They Take Effect
Entry: Filling Settings panel → Save / Confirm
- Click Confirm or Save to finish the current settings.
- If the form workflow requires publishing, publish the form next.
- Return to the response side or related page to check whether the updated settings are active.
- If the changes do not take effect, first confirm that you saved them and whether a new publish step is required.
- If you still need to verify the scope of the change, note that some updates affect only new data.
Success Criteria
- Interface result: The settings are saved, and the related page shows the updated result.
- Next action available: You can continue publishing, testing, or collecting new responses.
Tips While Using
- Common mistake: Changing settings without clicking Save.
- Environment note: Some Filling Settings changes take effect for respondents only after publishing.