Use Save Draft with 4 how-to topics, including 4 free topics and 0 membership-related topics; choose a topic from the index and follow the steps to complete it.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Save Draft entry | Free |
| 2 | 2. Set Save Draft options | Free |
| 3 | 3. Preview and confirm the Save Draft result | Free |
| 4 | 4. Edit the Save Draft configuration again | Free |
How-to Guide
1. Open the Save Draft entry
Entry path: Form editor → Quick Start → Save Draft
- Open the Smart Forms editing screen.
- In the left navigation area, select Quick Start.
- Find the Save Draft option.
- Click it to open the editing panel.
Success Criteria
- Interface result: The Save Draft settings area opens.
- What you can do next: You can continue to set options or move to confirmation.
Tips While Using
- Common mistake: If you do not enter the Quick Start module first, you may not see the entry.
- Environment note: You need access to the Smart Forms editing screen first.
2. Set Save Draft options
Entry path: Save Draft settings panel
- Review the available options in the Save Draft panel.
- Set the related options as needed.
- Check whether the current settings match the form requirements.
- Prepare to preview or confirm the result.
Success Criteria
- Interface result: The related options have been filled in or selected.
- What you can do next: You can preview the result or confirm the settings.
Tips While Using
- Common mistake: Confirming too early without checking all settings may require another round of edits.
3. Preview and confirm the Save Draft result
Entry path: Save Draft settings panel → Preview / Confirm
- Open the preview after finishing the settings.
- Check whether the Save Draft result matches your expectation.
- Click Confirm after verification.
Success Criteria
- Interface result: The settings are confirmed and the editor returns to a state where you can continue working.
- What you can do next: You can continue with other form settings or later publishing steps.
Tips While Using
- Common mistake: Confirming without previewing first may leave small issues unnoticed.
4. Edit the Save Draft configuration again
Entry path: Form editor → Quick Start → Save Draft
- Return to the Smart Forms editing screen.
- Open Quick Start again in the left navigation area.
- Click Save Draft.
- Update the settings based on the current need and confirm again.
Success Criteria
- Interface result: The updated configuration is applied.
- What you can do next: You can continue previewing, saving, or editing other parts of the form.
Tips While Using
- Common mistake: Leaving the panel without confirming again may leave the latest changes unfinished.
- Environment note: Some changes may mainly affect later use in new data flows.