Use Matrix Question through 4 how-to topics, all available without membership; start from the How-to Index and follow the steps for each task.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Matrix Question entry | Free |
| 2 | 2. Set Matrix Question parameters | Free |
| 3 | 3. Preview the Matrix Question | Free |
| 4 | 4. Save the Matrix Question configuration | Free |
How-to Guide
1. Open the Matrix Question entry
Entry path: Form editor → Form module → Matrix Question
- Open the smart form editing interface.
- In the left navigation area, select the Form module.
- 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.
- What you can do next: You can continue to set question content or parameters.
Tips While Using
- Common mistake: Opening another question type by mistake can lead to editing the wrong item.
- Environment note: If the form needs to sync, keep your internet connection available.
2. Set Matrix Question parameters
Entry path: Matrix Question editing panel
- Review the current matrix question settings in the editing area.
- Adjust the related parameters based on the on-screen options.
- Check whether the prompt, options, or display structure matches your needs.
- Keep the current settings and prepare for preview.
Success Criteria
- Interface result: The matrix question content in the editing panel has been updated.
- What you can do next: You can move on to preview or save.
Tips While Using
- Common mistake: Saving before checking whether all settings are complete may require another round of edits.
3. Preview the Matrix Question
Entry path: Matrix Question editing panel → Preview
- After finishing the parameter setup, open the preview.
- Review how the matrix question appears in the form.
- Check whether the row and column structure, question content, and interaction match your expectation.
- If needed, return to the editing panel and make adjustments.
Success Criteria
- Interface result: You can see the preview of the matrix question.
- What you can do next: After confirmation, you can save the configuration.
Tips While Using
- Common mistake: Publishing without previewing may leave display issues unnoticed.
4. Save the Matrix Question configuration
Entry path: Matrix Question editing panel → OK / Save
- Confirm that the matrix question settings are correct.
- Click OK to finish the current setup.
- If a separate save option is available, click Save as well.
- Return to the form editor and check whether the configuration has taken effect.
Success Criteria
- Interface result: The matrix question configuration has been written into the current form.
- What you can do next: You can continue editing other questions or publish the form.
Tips While Using
- Common mistake: Confirming the panel only, without saving the full form, may leave changes unapplied.