Use Global Settings through 3 topics: open Global Settings, adjust related parameters, and preview then confirm the result; all 3 topics are available without membership.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Global Settings | Free |
| 2 | 2. Adjust Global Parameters | Free |
| 3 | 3. Preview and Save Settings | Free |
How-to Guide
1. Open Global Settings
Entry: Form editor → Form → Global Settings
- Open the Smart Form editing interface.
- In the left navigation pane, select Form.
- Find Global Settings.
- Click it to enter the settings area.
Success Criteria
- Interface result: The Global Settings panel or editing area is open.
- Next action available: You can continue to review or change settings.
Tips While Using
- Common mistake: If you are not in the form editing interface, the entry may not appear.
- Environment note: You need permission to edit the current form.
2. Adjust Global Parameters
Entry: Global Settings panel
- Review the current parameters in the Global Settings panel.
- Change the settings you need according to the on-screen options.
- Check the key parameters again to make sure they match the current form needs.
Success Criteria
- Interface result: The settings reflect your intended changes.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- Common mistake: Skipping a final review may affect the later form result.
- Environment note: Some settings should be checked together with the current form content.
3. Preview and Save Settings
Entry: Preview and confirmation controls in the Global Settings panel
- After adjusting the parameters, preview the result.
- Confirm that the displayed result matches your expectation.
- Click OK to finish the operation.
Success Criteria
- Interface result: The settings are confirmed and the interface returns to a stable state.
- Next action available: You can continue editing the form or move to a later publishing step.
Tips While Using
- Common mistake: Confirming without previewing may leave display issues unchecked.
- Environment note: If the form will be published later, review the settings again before release.