Common questions about Related Data usually focus on where to find it, why saved changes do not appear, and whether the setup can be edited later; this FAQ includes 3 common questions and a short glossary.
FAQ
How do I configure Related Data in the Form section?
- Open the Smart Form editing interface.
- Select Form in the left navigation pane.
- Find Related Data and enter the editing panel.
- After making changes, click Save or OK.
What should I do if Related Data changes do not take effect after saving?
- Confirm that you clicked Save or OK.
- Open preview again and check whether the parameters were kept correctly.
- If the current form needs to be published before changes appear to respondents, publish the form.
Can I edit Related Data after the form has already been created?
- Yes. Reopen the form editing interface.
- Open Related Data and update the settings.
- Save the changes and continue using the form. Keep in mind that some changes affect new data only.
Glossary
| Term | Definition |
|---|---|
| Related Data | A configuration item in a form that is used to set up and manage related data content. |
| Form Editor | The editing interface used to create and modify Smart Form content. |
| Preview | A check step used to review the current setup before saving or publishing. |