Use Share Data with 3 task topics: open the Share Data entry, configure related settings, and preview before confirming; 3 are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Share Data | Free |
| 2 | 2. Configure Related Settings | Free |
| 3 | 3. Preview and Confirm | Free |
How-to Guide
1. Open Share Data
Entry path: Form Editor → Quick Start → Share Data
- Open the Smart Forms editing interface.
- In the left navigation pane, select Quick Start.
- Find the Share Data option.
- Click it to enter the related setup screen.
Success Criteria
- Interface result: the Share Data setup or editing screen is open.
- Next action available: you can continue to configure settings or review the panel content.
Tips While Using
- Common mistake: if you are not in the Smart Forms editing interface, the entry may not be visible.
- Environment note: if online settings need to sync, keep your network connection available.
2. Configure Related Settings
Entry path: Share Data setup panel
- Review the available items in the pop-up panel.
- Adjust the related settings as needed.
- Check whether the current setup matches the form requirements.
Success Criteria
- Interface result: the related settings have been adjusted as needed.
- Next action available: you can move on to preview or confirmation.
Tips While Using
- Common mistake: skipping a final check after editing may affect the final display result.
- Environment note: some settings depend on the current form content, so it is helpful to finish the basic form editing first.
3. Preview and Confirm
Entry path: Share Data setup panel → Confirm
- After adjusting the settings, preview the result first.
- Confirm that the preview matches your expectation.
- Click Confirm to finish the action.
Success Criteria
- Interface result: the setup is completed, and the panel closes or the status updates.
- Next action available: you can continue editing the form or move to the next publishing step.
Tips While Using
- Common mistake: confirming without previewing may leave the result different from what you expected.
- Environment note: if your next step is publishing, review the setup once more before release.