Use Check Ladder with 3 how-to topics, including opening the entry, setting parameters, and previewing the result; choose a topic from the index and follow the steps.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Check Ladder entry | Free |
| 2 | 2. Set Check Ladder parameters and save | Free |
| 3 | 3. Preview and confirm the Check Ladder result | Free |
How-to Guide
1. Open the Check Ladder entry
Entry path: Form editor → Survey → Check Ladder
- Open the Smart Form you want to edit and enter the form editing view.
- Select the Survey area in the left navigation.
- Find Check Ladder and open its editing panel.
Success Criteria
- Interface result: the Check Ladder editing area or settings panel opens.
- Next action available: you can continue to review or edit related settings.
Tips While Using
- Common mistake: if you are not in the correct form editing view, the Survey settings may not appear.
- Environment note: if the form is still loading or the network is unstable, the entry may appear later than expected.
2. Set Check Ladder parameters and save
Entry path: Check Ladder editing panel
- Review the current settings in the Check Ladder panel.
- Adjust the related parameters as needed.
- Confirm that the key items are complete.
- Click OK or Save to finish the update.
Success Criteria
- Interface result: the panel closes or remains open with the updated state.
- Next action available: you can continue to preview the survey or return to other editing areas.
Tips While Using
- Common mistake: closing the panel before saving may leave the latest changes unapplied.
- Environment note: online form settings usually require a normal network connection, so wait for the save feedback to finish.
3. Preview and confirm the Check Ladder result
Entry path: Survey preview
- After finishing the Check Ladder setup, open the survey preview.
- Test the expected response paths question by question.
- Confirm that the display order, routing result, and submission path match your plan.
- Return to the editor when the review is complete, then continue to publish or adjust the survey.
Success Criteria
- Interface result: the preview flow runs normally and key logic paths appear as expected.
- Next action available: you can publish the survey or return to the editor for more changes.
- No side effect: preview checks before publishing do not affect historical submissions.
Tips While Using
- Common mistake: testing only one path can leave other branches unchecked.
- Environment note: some changes take effect for new submissions after saving and publishing.