Use Message Notification Settings through 3 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. Set Parameters and Preview the Result | Free |
| 3 | 3. Save the Settings and Confirm They Take Effect | Free |
How-to Guide
1. Open Message Notification Settings
Entry path: Form editor → Form module → Message Notification Settings
- Open the Smart Forms editing interface.
- In the left navigation pane, select the Form module.
- Find Message Notification Settings.
- Click it to enter the editing panel.
Success Criteria
- Interface result: The Message Notification Settings editing panel or pop-up window opens.
- Next action available: You can continue adjusting related parameters.
Tips While Using
- Common mistake: Opening another form configuration item instead of the notification settings panel.
- Environment note: You need to be in an editable Smart Forms page first.
2. Set Parameters and Preview the Result
Entry path: Message Notification Settings panel
- Review the available parameters in the pop-up panel.
- Adjust the settings as needed based on the on-screen options.
- Use the preview function to check whether the result matches your expectation.
- If needed, continue editing and preview again.
Success Criteria
- Interface result: The parameters in the panel reflect your current selections.
- Next action available: You can continue confirming, revising, or moving to the save step.
Tips While Using
- Common mistake: Confirming the settings without previewing the result first.
- Environment note: Preview and online configuration usually work better with a stable network connection.
3. Save the Settings and Confirm They Take Effect
Entry path: Message Notification Settings panel → Confirm / Save / Publish flow
- Confirm that the preview result is correct.
- Click Confirm to finish the current setup.
- Return to the form editing flow and check whether the settings were saved.
- If the notification rules need to take effect for respondents, publish a new version based on your actual workflow.
- Reopen the related page and confirm that the latest settings are still there.
Success Criteria
- Interface result: The settings are saved and still appear after reopening the panel.
- Next action available: You can continue editing the form or publish it.
Tips While Using
- Common mistake: Changing parameters without clicking Confirm or Save.
- Environment note: Some notification settings may require a newly published version before they take effect for respondents.