Use Publish and Share with 4 how-to topics, including opening the entry, adjusting settings, previewing the result, and saving changes; choose a topic from the index and follow the entry path and steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Publish and Share entry | Free |
| 2 | 2. Adjust Publish and Share settings | Free |
| 3 | 3. Preview the Publish and Share result | Free |
| 4 | 4. Save the configuration and check whether it takes effect | Free |
How-to Guide
1. Open the Publish and Share entry
Entry path: Form Editor → Quick Start → Publish and Share
- Open the smart form you want to edit.
- In the left navigation area, select Quick Start.
- Find the Publish and Share item.
- Click it to open the related setup panel.
Success Criteria
- Interface result: The Publish and Share setup panel or page is open.
- What you can do next: You can continue to adjust settings, preview the result, or save the configuration.
Tips While Using
- Common mistake: If you are not in the form editor first, the Quick Start entry may not be visible.
- Environment note: You need edit permission for the current form.
2. Adjust Publish and Share settings
Entry path: Publish and Share panel
- Open the Publish and Share panel.
- Review the available settings shown in the interface.
- Adjust the related parameters based on your sharing goal.
- Check the settings once more before moving to preview or save.
Success Criteria
- Interface result: The related settings have been updated as needed.
- What you can do next: You can preview the result or continue to save.
Tips While Using
- Common mistake: Saving without checking the updated settings may lead to an unexpected sharing result.
- Environment note: Online sharing settings usually work better with a stable internet connection.
3. Preview the Publish and Share result
Entry path: Preview area in the Publish and Share panel
- After adjusting settings, open the preview result.
- Check whether the current display and sharing result match your expectation.
- If something needs to change, return to the settings area and adjust it.
- Continue to save after the preview looks correct.
Success Criteria
- Interface result: You can see the preview result for the current configuration.
- What you can do next: You can go back to edit settings or continue to save.
Tips While Using
- Common mistake: Skipping preview may lead to extra revisions later.
- Environment note: Keep the network connection stable when previewing online content.
4. Save the configuration and check whether it takes effect
Entry path: Publish and Share panel → OK / Save
- Click OK or the corresponding save button to finish the current setup.
- Return to the related form page and confirm that the configuration has been saved.
- If responders still need an updated version, check whether you also need to publish a new version.
- Open the sharing result again and verify it.
Success Criteria
- Interface result: The settings are saved and the updated configuration state is visible.
- What you can do next: You can continue sharing the form or return to other editing tasks.
- No side effect: Existing form content is not removed by changing sharing settings.
Tips While Using
- Common mistake: Saving the setup without completing a required publish action may leave the responder side unchanged.
- Environment note: Some Publish and Share changes only appear to responders after a new version is published.