Use Common Settings with 4 how-to topics; all 4 are available without membership, and you can jump to each topic from the index below.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Common Settings | Free |
| 2 | 2. Adjust routine settings | Free |
| 3 | 3. Preview the current setup | Free |
| 4 | 4. Save settings and finish | Free |
How-to Guide
1. Open Common Settings
Entry: Form editor → Survey → Common Settings
- Open the smart form that you want to edit.
- Enter the form editing view.
- Select the Survey module in the left navigation pane.
- Find Common Settings and open it.
Success Criteria
- Interface result: The Common Settings area opens successfully.
- Next action available: You can review or change the current survey settings.
Tips While Using
- Common mistake: If you open another module, the related settings entry may not appear.
- Environment note: If you do not have edit permission, you may not be able to change settings.
2. Adjust routine settings
Entry: Common Settings panel
- Review the current options in the Common Settings panel.
- Change the settings you need according to the on-screen options.
- Check each item to make sure it matches the survey requirements.
Success Criteria
- Interface result: The target settings are updated in the panel.
- Next action available: You can continue to preview or save the changes.
Tips While Using
- Common mistake: If you do not review each item after editing, related settings may be missed.
- Environment note: For online forms, keep the network connection stable.
3. Preview the current setup
Entry: Preview area or confirmation step in the settings panel
- After adjusting the settings, open the preview.
- Check how the current setup appears or takes effect in the survey.
- If something does not match your expectation, go back and edit it again.
Success Criteria
- Interface result: You can see the preview result for the current settings.
- Next action available: You can move on to saving after confirmation.
Tips While Using
- Common mistake: Saving without previewing may affect the respondent experience later.
- Environment note: Some effects may still need to be confirmed after publishing.
4. Save settings and finish
Entry: Confirm or Save button in the settings panel
- Confirm that all required settings have been adjusted.
- Click OK or Save.
- If the survey needs to take effect for respondents, continue with publishing a new version as needed.
Success Criteria
- Interface result: The settings are saved, and the panel closes or updates its status.
- Next action available: You can continue editing the survey or move to publishing.
Tips While Using
- Common mistake: Closing the panel before saving can cause changes to be lost.
- Environment note: Some settings appear to respondents only after publishing.
- Permission note: In collaboration scenarios, make sure your account can save changes.