Use Settings through 3 how-to topics, all available without membership; choose a topic from the index and complete the setup, preview, and save steps in order.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open relay settings | Free |
| 2 | 2. Adjust relay options | Free |
| 3 | 3. Preview and save settings | Free |
How-to Guide
1. Open relay settings
Entry: Form editor → Form → Relay Settings
- Open the Smart Forms editing interface.
- Select the Form section in the left navigation area.
- Find Relay Settings.
- Click it to open the settings panel.
Success Criteria
- Interface result: the relay settings panel opens.
- Next step available: you can review and edit related options.
Tips While Using
- Common mistake: if you are not in the form editing interface, the relay settings entry may not appear.
- Environment note: if the form is online, keep your network connection active.
2. Adjust relay options
Entry: Relay Settings panel
- Review the current options in the relay settings panel.
- Modify the settings you need according to the on-screen prompts.
- Check whether any required configuration is still incomplete.
Success Criteria
- Interface result: the settings are updated as needed.
- Next step available: you can continue to preview or save.
Tips While Using
- Common mistake: if you do not review each option after editing, important settings may be missed.
- Environment note: after changing settings, it is helpful to confirm the final result in preview.
3. Preview and save settings
Entry: Relay Settings panel → Preview / Confirm
- Preview the result after adjusting the options.
- Confirm that the displayed content and response rules match your needs.
- Click Confirm to finish the operation.
- If you plan to publish the form later, review the full form again.
Success Criteria
- Interface result: the settings are saved.
- Next step available: you can return to editing or continue to the publishing workflow.
Tips While Using
- Common mistake: saving without preview may leave display issues unnoticed.
- Environment note: some settings are easier to verify after the form is published to responders.