Use Global Settings through 3 how-to topics: open Global Settings, adjust poll-wide settings, and preview and confirm the setup.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Global Settings | Free |
| 2 | 2. Adjust Poll-Wide Settings | Free |
| 3 | 3. Preview and Confirm Settings | Free |
How-to Guide
1. Open Global Settings
Entry: Form editor → Poll → Global Settings
- Open the smart form editing screen.
- Select the Poll section in the left navigation pane.
- Find Global Settings.
- Click it to open the settings panel.
Success Criteria
- Interface result: The Global Settings editing area is open.
- Next action available: You can continue adjusting settings or reviewing the current configuration.
Tips While Using
- Common mistake: If you are not in the form editing screen, the Poll section may not appear.
- Environment note: You need permission to edit the current form.
2. Adjust Poll-Wide Settings
Entry: Global Settings panel
- Review the current settings in the Global Settings panel.
- Modify the relevant options as needed.
- Check each setting against the current poll requirements.
Success Criteria
- Interface result: The settings in the panel reflect the intended configuration.
- Next action available: You can continue to preview the result or confirm the changes.
Tips While Using
- Common mistake: If you do not review each option after editing, the poll rules may not match your intended setup.
- Environment note: It is recommended to review the settings again before publishing.
3. Preview and Confirm Settings
Entry: Global Settings panel
- After adjusting the settings, preview the result.
- Confirm that the display and rules are correct.
- Click OK to finish.
Success Criteria
- Interface result: The settings are confirmed and the panel closes or returns to the editor.
- Next action available: You can continue editing the form or move on to sharing or publishing.
Tips While Using
- Common mistake: Confirming without previewing may leave display or rule issues unnoticed.
- Environment note: If the result is not what you want, reopen Global Settings and adjust it again.