Use Create Copy through 2 how-to topics in the Smart Forms editor, with 2 available without membership and 0 membership-related items.
How-to Index
| No. | Topic | Membership |
|---|---|---|
| 1 | 1. Open the Create Copy configuration | Free |
| 2 | 2. Complete Create Copy settings | Free |
How-to Guide
1. Open the Create Copy configuration
Entry: Form Editor → Quick Start → Create Copy
- Open the Smart Forms editing interface.
- Select Quick Start in the left navigation pane.
- Find the Create Copy item.
- Click it to enter the editing view.
Success Criteria
- Interface result: The Create Copy editing view or settings panel opens.
- Next action available: You can continue to adjust parameters or review related settings.
Tips While Using
- Common mistake: If you are not in the form editing interface, the related entry may not appear in the left pane.
- Environment note: You need permission to edit the target form.
2. Complete Create Copy settings
Entry: Create Copy settings panel
- Set the related parameters in the pop-up panel.
- Preview the result and check whether it matches your needs.
- Click OK to finish the action.
Success Criteria
- Interface result: The settings panel is confirmed and the parameters are saved.
- Next action available: You can continue editing other Quick Start settings or move on to the publishing flow.
Tips While Using
- Common mistake: Confirming without previewing may require another round of edits.
- Environment note: In some workflows, the updated configuration takes effect after publishing.