When using Related Data, common questions usually focus on where to find the entry, when saved changes take effect, and how later edits work. This section includes 3 common questions and a 3-term glossary.
FAQ
How do I find the Related Data setup in the Form section?
- Open the target Smart Form and enter the editing screen.
- In the left navigation pane, select Form.
- Find Related Data and click it to open the setup area.
What should I do if Related Data changes do not take effect after saving?
- First confirm that you clicked OK or the save button.
- Return to the editor and check whether the settings are still saved.
- If the current form workflow requires publishing, publish a new version and test again.
Can I change Related Data after the form has already been created?
- Yes. Reopen the form in the editing screen.
- Open Related Data and update the settings you need.
- Save the changes, review the impact range, and publish again if needed.
Glossary
| Term | Definition |
|---|---|
| Related Data | A Smart Form setup feature used to configure related rules or related parameters in a form. |
| Form editor | The editing interface used to create and modify Smart Form content, including the Form section and its setup entries. |
| Preview | A way to check the current setup result before saving or publishing so you can confirm that it looks correct. |