Use Matrix Scale with 4 how-to topics, all available without membership; start from the How-to Index to complete setup, preview, and saving.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Matrix Scale entry | Free |
| 2 | 2. Set Matrix Scale parameters | Free |
| 3 | 3. Preview the Matrix Scale result | Free |
| 4 | 4. Save and confirm the update | Free |
How-to Guide
1. Open the Matrix Scale entry
Entry path: Form editor → Form module → Matrix Scale
- Open the Smart Form that you want to edit.
- Select the Form module in the left navigation area.
- Find the Matrix Scale option.
- Click it to enter the Matrix Scale editing area.
Success Criteria
- Interface result: the Matrix Scale editing area is open.
- Next action available: you can continue to edit question content or related settings.
Tips While Using
- Common mistake: opening a different question type can lead to a different setup path.
- Environment note: you need permission to edit the form first.
2. Set Matrix Scale parameters
Entry path: Matrix Scale editing area → settings panel
- Review the current question setup area in the Matrix Scale editor.
- Set the related parameters as prompted in the interface.
- Check whether the question content, scale options, and layout match your needs.
Success Criteria
- Interface result: the updated settings appear in the editing panel.
- Next action available: you can move to preview and review the display result.
Tips While Using
- Common mistake: saving too early without checking all settings may require another round of edits.
3. Preview the Matrix Scale result
Entry path: Matrix Scale editing area → Preview
- Open Preview after finishing the parameter setup.
- Review how the Matrix Scale question appears to respondents.
- Confirm that the row-and-column structure, option order, and overall result are correct.
Success Criteria
- Interface result: the preview of the Matrix Scale question is visible.
- Next action available: you can save the setup after confirmation.
Tips While Using
- Common mistake: skipping preview can leave display issues undiscovered until later.
4. Save and confirm the update
Entry path: Matrix Scale editing area → Confirm / Save
- After checking the preview, click Confirm to finish the current setup.
- Save the form as needed.
- If the form is used externally, publish a new version according to your workflow.
- Return to the form and check whether the Matrix Scale update is applied as expected.
Success Criteria
- Interface result: the updated content is saved.
- Next action available: the form can continue to be edited or moved into the publishing flow.
Tips While Using
- Common mistake: finishing the edit without saving it.
- Environment note: some changes take effect for respondents only after a new version is published.