Use Related Data through 3 how-to topics: open Related Data, set and preview parameters, and save the configuration; 3 topics are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Related Data | Free |
| 2 | 2. Set and Preview Related Data Parameters | Free |
| 3 | 3. Save the Related Data Configuration | Free |
How-to Guide
1. Open Related Data
Entry: Form Editor → Form → Related Data
- Open the Smart Form editing interface.
- Select the Form section in the left navigation pane.
- Find Related Data and click it to enter editing.
Success Criteria
- Interface result: The Related Data editing area or settings panel opens.
- Next action available: You can continue to set the required parameters.
Tips While Using
- Enter the form editing interface first, then look for the Related Data entry.
2. Set and Preview Related Data Parameters
Entry: Related Data editing panel
- Set the relevant parameters in the panel.
- Adjust the required options based on the on-screen prompts.
- Use preview to confirm that the result matches your expectation.
Success Criteria
- Interface result: The parameters are filled in or adjusted, and the preview displays normally.
- Next action available: You can confirm and save the current setup.
Tips While Using
- It is recommended to preview before saving so you can reduce repeated edits.
3. Save the Related Data Configuration
Entry: Related Data editing panel → OK / Save
- Confirm that the current parameter settings are correct.
- Click OK to complete the action.
- If the interface also provides a Save button, save the setup there as well.
Success Criteria
- Interface result: The settings are submitted, and the panel closes or shows a saved status.
- Next action available: You can return to the form and continue editing other content.
Tips While Using
- Some related data changes may appear on the response side only after a new version is published.
- Related data settings affect new data only, and existing data does not update automatically.