Use the User Name feature through 3 task topics in the Smart Forms editor on Windows; all 3 are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership |
|---|---|---|
| 1 | 1. Open the User Name field | Free |
| 2 | 2. Set User Name options and save | Free |
| 3 | 3. Preview and confirm the User Name result | Free |
How-to Guide
1. Open the User Name field
Entry: Form editor → Form → User Name
- Open the Smart Forms editing screen.
- Select the Form module in the left navigation pane.
- Find the User Name option.
- Click it to enter editing mode.
Success Criteria
- Interface result: The User Name field editing view opens.
- Next step available: You can continue to adjust settings or preview the form.
Tips While Using
- Common mistake: If you are not in the form editing screen, the field entry may not appear.
- Environment note: If the form is stored online, keep the network connection stable.
2. Set User Name options and save
Entry: User Name field settings panel
- Open the related settings panel while the User Name field is selected.
- Adjust the available User Name options shown in the interface.
- Check the field label and current settings.
- Click OK or Save to finish.
Success Criteria
- Interface result: The User Name field settings are updated.
- Next step available: You can continue editing other fields or open preview.
Tips While Using
- Common mistake: If you close the panel without saving, the changes are not kept.
- Environment note: If the form syncs online, check the saved status again after saving.
3. Preview and confirm the User Name result
Entry: Form preview
- After finishing the User Name settings, open preview.
- Check how the User Name field appears to respondents.
- Confirm that the field position, label, and input state match your needs.
- If needed, return to editing and adjust the field again.
Success Criteria
- Interface result: The User Name field appears normally in preview.
- Next step available: You can publish the form or continue editing.
Tips While Using
- Common mistake: Skipping preview can leave display issues unnoticed.
- Environment note: Some changes may affect only new responses after publishing.