Use WPS Contacts with 3 how-to topics in the Smart Form voting workflow; all 3 are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Contacts | Free |
| 2 | 2. Set and save contact options | Free |
| 3 | 3. Edit Contacts settings for an existing vote | Free |
How-to Guide
1. Open Contacts
Entry: Form editor → Voting → Contacts
- Open the Smart Form editing interface.
- Select the Voting module in the left navigation pane.
- Find the Contacts option.
- Click Contacts to enter the editing panel.
Success Criteria
- Interface result: The Contacts editing area or settings panel opens.
- Next action available: You can continue to adjust contact-related options.
Tips While Using
- Common mistake: If you do not enter the Voting module first, the Contacts entry may not appear.
- Environment note: You need permission to edit the current form.
2. Set and save contact options
Entry: Contacts settings panel
- In the Contacts settings panel, adjust the related options as needed.
- Preview the result before confirming.
- Click Confirm after checking that the settings are correct.
Success Criteria
- Interface result: The settings are saved, and the panel closes or returns to the editor normally.
- Next action available: You can continue editing the vote or move on to publishing.
Tips While Using
- Common mistake: Confirming without previewing may leave settings unchecked.
- Environment note: An internet connection is recommended for preview and later publishing.
3. Edit Contacts settings for an existing vote
Entry: Form editor → Voting → Contacts
- Open the vote form that you want to update.
- Enter Voting and open Contacts again.
- Modify the contact-related settings as needed.
- Save the updated result.
Success Criteria
- Interface result: The updated Contacts settings are saved.
- Next action available: You can continue maintaining the form or publish an updated version.
Tips While Using
- Common mistake: Closing the panel without saving leaves the new settings unapplied.
- Environment note: Some changes may appear to respondents only after the form is published again.