Use Formula through 3 how-to topics, all available without membership; choose a topic from the index and follow the entry path and steps below.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Formula entry | Free |
| 2 | 2. Set formula parameters and save | Free |
| 3 | 3. Edit an existing formula and confirm again | Free |
How-to Guide
1. Open the Formula entry
Entry path: Form editor → Form → Formula
- Open the smart form that you want to edit.
- In the left navigation pane, select Form.
- Find Formula and click it.
- Wait for the formula editor area or settings panel to open.
Success Criteria
- Interface result: The formula editing area or settings panel is open.
- What you can do next: You can continue to set parameters or review existing settings.
Tips While Using
- Common mistake: If you are not in the form editing view, the Formula entry may not appear.
- Environment note: If the form is stored in an online collaboration space, keep your network connection active.
2. Set formula parameters and save
Entry path: Formula panel → Parameter settings → Confirm
- Enter or adjust the required parameters in the Formula panel.
- Check the formula logic based on the on-screen prompts.
- Use the preview or result area to confirm the effect.
- Click Confirm to finish the setup.
Success Criteria
- Interface result: The panel closes or the current configuration is recorded successfully.
- What you can do next: You can continue editing other parts of the form or move on to saving and publishing.
Tips While Using
- Common mistake: Closing the panel before confirming may leave the current changes unsaved.
- Environment note: For complex forms, preview the result before moving on.
3. Edit an existing formula and confirm again
Entry path: Form editor → Form → Formula
- Reopen Formula in the target form.
- Find the formula content that you want to adjust and edit it.
- Preview the result again and confirm that the updated logic works as expected.
- Click Confirm or save the related settings.
Success Criteria
- Interface result: The updated formula takes effect and shows the latest result.
- What you can do next: You can continue maintaining the form or prepare to publish an updated version.
Tips While Using
- Common mistake: Skipping the second result check after editing may cause linked field changes to be missed.
- Environment note: Some changes may appear to respondents only after the form is published again.