Use Related Data with 3 how-to topics: open Related Data, configure related parameters, and preview and confirm the result; you can jump to each topic from the index below.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Related Data | Free |
| 2 | 2. Configure Related Parameters | Free |
| 3 | 3. Preview and Confirm the Result | Free |
How-to Guide
1. Open Related Data
Entry: Form Editor → Poll → Related Data
- Open the Smart Form editing interface.
- Select the Poll module in the left navigation area.
- Find the Related Data option.
- Click it to enter the editing interface.
Success Criteria
- Interface result: the Related Data editing area or settings panel opens.
- Next action available: you can continue to configure related parameters.
Tips While Using
- Common mistake: if you do not enter the Poll module first, the Related Data entry may not be visible.
- Environment note: a stable internet connection is recommended for online form editing.
2. Configure Related Parameters
Entry: Related Data settings panel
- Review the available options in the Related Data panel.
- Configure the related parameters based on the on-screen prompts.
- Check whether each setting matches the current poll requirements.
Success Criteria
- Interface result: the parameter values have been filled in or selected as needed.
- Next action available: you can move on to preview or confirmation.
Tips While Using
- Common mistake: confirming before checking all parameters may lead to extra edits later.
- Environment note: if the page loads slowly, confirm your network status before continuing.
3. Preview and Confirm the Result
Entry: Related Data settings panel → Confirm
- After finishing the parameter setup, open the preview.
- Check whether the displayed result matches your expectation.
- Click Confirm to finish the current action.
Success Criteria
- Interface result: the settings are confirmed, and the panel closes or returns to the previous editing level.
- Next action available: you can continue editing or publishing the form.
Tips While Using
- Common mistake: confirming without previewing may leave display or logic issues unnoticed.
- Environment note: if the form will be published online, review the full form setup again after confirmation.