Use Related Data with 3 how-to topics, including 3 free topics and 0 membership-related topics, and jump from the index to the steps you need.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Related Data entry | Free |
| 2 | 2. Configure and preview Related Data | Free |
| 3 | 3. Save the Related Data setup | Free |
How-to Guide
1. Open the Related Data entry
Entry path: Form editor → Form → Related Data
- Open the Smart Form that you want to edit.
- Enter the form editing screen.
- In the left navigation pane, select Form.
- Find Related Data and click it to open the setup panel.
Success Criteria
- Interface result: The Related Data editing area or setup panel opens.
- What you can do next: You can review or change related-data settings.
Tips While Using
- Make sure the current account has permission to edit the form.
- Keep the network connection stable while using the online form editor.
2. Configure and preview Related Data
Entry path: Related Data panel
- In the Related Data panel, configure the settings shown in the interface.
- Adjust the related content based on the form requirements.
- Use preview to check the current result.
- Confirm that the displayed result matches what you need.
Success Criteria
- Interface result: The preview shows the latest Related Data setup.
- What you can do next: You can continue editing or move on to saving.
Tips While Using
- It is helpful to preview after each adjustment before moving to the next one.
- If the form has many fields, review the key related items in batches.
3. Save the Related Data setup
Entry path: Related Data panel → OK / Save
- After finishing the setup, click OK or the corresponding save button.
- Return to the form editor and check whether the configuration is still there.
- If the new setup needs to take effect for respondents, complete publishing in the current form workflow.
Success Criteria
- Interface result: The updated Related Data setup has been saved.
- What you can do next: You can continue editing other parts of the form or publish it.
Tips While Using
- Some Related Data changes may only take effect for respondents after a new version is published.
- If the setup only affects future data, confirm the impact range before release.