Use Global Settings through 4 how-to topics in the poll editing flow; 4 are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Global Settings | Free |
| 2 | 2. Adjust Related Parameters | Free |
| 3 | 3. Preview the Configuration | Free |
| 4 | 4. Confirm and Save Settings | Free |
How-to Guide
1. Open Global Settings
Entry: Form Editor → Poll → Global Settings
- Open the Smart Forms editing interface.
- Select the Poll section in the left navigation pane.
- Find the Global Settings option.
- Click it to enter editing.
Success Criteria
- Interface result: You enter the Global Settings area or open the settings panel.
- Next action available: You can continue adjusting parameters.
Tips While Using
- Common mistake: If you do not enter the Poll section first, you may not see the entry.
- Environment note: You need to be in the Smart Forms editing interface.
2. Adjust Related Parameters
Entry: Global Settings panel
- Review the available options in the Global Settings panel.
- Adjust the related parameters based on the on-screen prompts.
- Check whether each setting matches the current poll needs.
Success Criteria
- Interface result: The parameters have been adjusted for the current scenario.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- Common mistake: If you do not review each option after editing, some key settings may be missed.
- Environment note: Some settings should be checked together with the current poll content.
3. Preview the Configuration
Entry: Preview flow in the Global Settings panel
- After adjusting parameters, review the current interface feedback.
- Preview the configuration and confirm that the display and rules match your expectation.
- If needed, go back and continue adjusting the parameters.
Success Criteria
- Interface result: You can see the preview result for the current settings.
- Next action available: You can save directly after confirmation.
Tips While Using
- Common mistake: Saving without previewing may lead to another round of edits later.
- Environment note: Complete the main parameter setup before previewing.
4. Confirm and Save Settings
Entry: Global Settings panel → Confirm
- After checking the preview, click Confirm.
- Save the current Global Settings configuration.
- Return to the editing flow and continue with the next task.
Success Criteria
- Interface result: The settings are saved, and the panel closes or returns to the editor.
- Next action available: You can continue to publish, share, or review later responses.
Tips While Using
- Common mistake: If you finish editing but do not click Confirm, the changes are not kept.
- Environment note: Some settings may mainly appear on the responder side after later publishing steps.