Use Message Notification Settings through 4 how-to topics, all available without membership; choose a topic from the index and follow the entry path and steps to complete the setup.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Message Notification Settings | Free |
| 2 | 2. Adjust notification-related options | Free |
| 3 | 3. Preview the notification effect | Free |
| 4 | 4. Save the settings and make them take effect | Free |
How-to Guide
1. Open Message Notification Settings
Entry path: Form editor → Form → Message Notification Settings
- Open the Smart Form that you want to edit.
- Select the Form section in the left navigation pane.
- Find Message Notification Settings and open it.
- Wait for the settings panel to appear.
Success Criteria
- Interface result: The Message Notification Settings panel is open.
- Next action available: You can review and edit notification-related options.
Tips While Using
- Common mistake: If you are not in the form editing view, the entry may not be visible.
- Environment note: You need permission to edit the form.
2. Adjust notification-related options
Entry path: Message Notification Settings panel
- Review the current options in the Message Notification Settings panel.
- Adjust the notification options you want to change.
- Check whether the updated settings match the current form requirements.
Success Criteria
- Interface result: The options in the panel reflect your intended changes.
- Next action available: You can continue to preview or save the current setup.
Tips While Using
- Common mistake: Changing options without reviewing key items can lead to notification behavior that does not match your plan.
3. Preview the notification effect
Entry path: Message Notification Settings panel → Preview
- After adjusting the options, open the preview.
- Review the current display or effect of the notification setup.
- If needed, return to the panel and revise the settings.
Success Criteria
- Interface result: You can see the preview result for the current setup.
- Next action available: You can move on to saving after confirming the result.
Tips While Using
- Common mistake: Saving immediately without previewing may increase later rework.
4. Save the settings and make them take effect
Entry path: Message Notification Settings panel → OK / Save / Publish
- After confirming the preview result, click OK to finish the current action.
- Save the updated settings as required by the interface.
- If the form workflow requires publishing before the changes take effect, publish the updated version.
- Record the change for later maintenance if needed.
Success Criteria
- Interface result: The settings are saved and the panel closes or returns to the editor.
- Next action available: You can continue editing other parts of the form.
- No unexpected impact: Existing data is not automatically rewritten by the new settings.
Tips While Using
- Common mistake: Editing the settings without saving them means the changes are not applied.
- Environment note: Some notification settings may require a new published version before they take effect for respondents.