Use Global Settings with 3 how-to topics: open Global Settings, adjust global parameters, and preview and confirm the changes; use the index below to jump to each task.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Global Settings | Free |
| 2 | 2. Adjust Global Parameters | Free |
| 3 | 3. Preview and Confirm Changes | Free |
How-to Guide
1. Open Global Settings
Entry: Form editor → Form → Global Settings
- Open the Smart Forms editing interface.
- Select the Form section in the left navigation pane.
- Find the Global Settings option.
- Click Global Settings to open the settings panel.
Success Criteria
- Interface result: The Global Settings panel or editing area opens.
- Next action available: You can continue viewing or changing related parameters.
Tips While Using
- Common mistake: If you are not in the form editing interface first, the entry may not be visible.
- Environment note: You need edit permission for the current form.
2. Adjust Global Parameters
Entry: Global Settings panel
- Review the current parameters in the Global Settings panel.
- Adjust the related options based on what the interface shows.
- Check whether each setting matches the current form requirements.
Success Criteria
- Interface result: The parameters are updated in the panel.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- Common mistake: If you do not review each option after editing, the overall form rules may not match your expectation.
- Environment note: It is recommended to preview the result before final confirmation.
3. Preview and Confirm Changes
Entry: Global Settings panel → OK
- Preview the result after adjusting the parameters.
- Confirm that the settings are correct.
- Click OK to complete the operation.
Success Criteria
- Interface result: The settings panel closes or returns to the previous view.
- Next action available: The form can continue to be edited, published, or maintained.
- No side effect: You do not mistake unfinished edits for completed settings.
Tips While Using
- Common mistake: Changing parameters without clicking OK may leave the setup incomplete.
- Environment note: It is recommended to check the final result again before publishing.