This FAQ covers 3 common questions about where to find Contacts, how to confirm changes, and when updates take effect, plus a short glossary.
FAQ
How do I configure Contacts in the Survey area?
- Open the Smart Forms editing screen.
- Select Survey in the left navigation.
- Click Contacts to enter editing.
- After making changes, click Confirm or save the current settings.
What should I do if the contact setup does not appear as expected after saving?
- Reopen the Contacts settings panel and check whether the latest changes were completed.
- Make sure you clicked Confirm.
- Preview the current result again and check whether the display has updated.
- If the survey requires a later publishing step before new responses use the change, complete that publishing flow.
Can I change Contacts after the survey has already been created?
- Yes. Reopen the form editing screen.
- Open Contacts in the Survey area.
- Update the related options and confirm the changes again.
- Keep in mind that some changes may mainly affect later new data.
Glossary
| Term | Definition |
|---|---|
| Contacts | A contact settings feature in Smart Forms survey workflows that is used to manage contact-related content. |
| Survey area | A functional area in the Smart Forms editor that groups survey-related settings. |
| Preview | A step used to check the current result before final confirmation so you can reduce setup errors. |