This guide includes 4 task topics for Matrix Question on macOS, covering opening the entry, setting options, previewing the result, and saving the setup.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Matrix Question entry | Free |
| 2 | 2. Set Matrix Question options | Free |
| 3 | 3. Preview the Matrix Question result | Free |
| 4 | 4. Save the Matrix Question setup | Free |
How-to Guide
1. Open the Matrix Question entry
Entry path: Form editor → Form module → Matrix Question
- Open the Smart Forms editing interface.
- Select the Form module in the left navigation.
- Find the Matrix Question option.
- Click it to enter the Matrix Question editing area.
Success Criteria
- Interface result: the Matrix Question editing area is open.
- Next step available: you can continue to set question options.
Tips While Using
- Common mistake: if you are not in the form editor, the Matrix Question entry may not appear.
- Environment note: open the Smart Forms editing interface first.
2. Set Matrix Question options
Entry path: Matrix Question editing area
- After entering the Matrix Question editing area, set the related options shown in the interface.
- Check whether the question content, options, or display structure matches your form needs.
- Adjust the settings again if needed.
Success Criteria
- Interface result: the Matrix Question settings have been filled in or adjusted.
- Next step available: you can move to preview.
Tips While Using
- Common mistake: finishing editing before checking all settings can affect the final display.
3. Preview the Matrix Question result
Entry path: Preview after Matrix Question setup
- Open the preview after finishing the settings.
- Check how the Matrix Question appears in the form.
- Confirm that the structure, option order, and displayed content are correct.
Success Criteria
- Interface result: the preview of the Matrix Question is visible.
- Next step available: you can save the setup after confirmation.
Tips While Using
- Common mistake: saving without previewing may leave display issues unchecked.
4. Save the Matrix Question setup
Entry path: Matrix Question panel → Confirm
- After confirming the preview result, click Confirm.
- Save the current Matrix Question setup.
- Return to the form editing flow and continue with the rest of the form.
Success Criteria
- Interface result: the current Matrix Question setup is completed.
- Next step available: you can continue editing other questions or later form content.
Tips While Using
- Common mistake: leaving the page before clicking Confirm may prevent the settings from being kept.
- Environment note: if the form must be published before respondents can use it, complete the save or publish flow afterward.