Use Formula through 3 task topics: open the Formula entry, set parameters and preview the result, and save the configuration to apply it.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Formula entry | Free |
| 2 | 2. Set parameters and preview the result | Free |
| 3 | 3. Save the formula configuration | Free |
How-to Guide
1. Open the Formula entry
Entry: Form editor → Form → Formula
- Open the Smart Forms editing interface.
- Select the Form module in the left navigation pane.
- Find Formula and click it.
- Wait for the formula editing area to load.
Success Criteria
- Interface result: the formula editing panel or related editing area opens.
- Next action available: you can continue to set formula parameters.
Tips While Using
- Common mistake: opening another module may make the Formula entry harder to find.
- Environment note: you need form editing permission.
2. Set parameters and preview the result
Entry: Formula editing panel
- Set the related parameters in the formula editing panel.
- Adjust the formula content or linked items based on your business needs.
- Use preview to check whether the result matches your expectation.
- If needed, revise the parameters and preview again.
Success Criteria
- Interface result: the preview area shows the updated result.
- Next action available: you can continue editing or move to saving.
Tips While Using
- Common mistake: saving before preview may leave logic issues unchecked.
- Environment note: for online form scenarios, keep the network stable.
3. Save the formula configuration
Entry: Formula editing panel → OK
- Finish the parameter setup and confirm the preview result.
- Click OK to complete the action.
- Return to the form editor and review the overall setup.
- Save or continue with the next publishing step if needed.
Success Criteria
- Interface result: the formula setup is confirmed and the panel closes or returns to the previous view.
- Next action available: you can continue editing the form or proceed with publishing.
Tips While Using
- Common mistake: closing the panel before clicking OK may prevent the setup from being kept.
- Environment note: some formula effects may still need to be checked in the later usage scenario.