This how-to guide includes 3 topics, all available without membership, so you can open Contacts, adjust settings, and confirm the result step by step.
How-to Index
| No. | Topic | Membership |
|---|---|---|
| 1 | 1. Open Contacts | Free |
| 2 | 2. Set contact options | Free |
| 3 | 3. Preview and confirm the contact setup | Free |
How-to Guide
1. Open Contacts
Entry: Form Editor → Survey → Contacts
- Open the Smart Forms editing screen.
- Select the Survey area in the left navigation.
- Find Contacts and click it to enter editing.
Success Criteria
- On-screen result: The contact editing area or settings panel opens.
- Next step available: You can continue to adjust contact-related options.
Tips While Using
- Common mistake: If you do not enter the Survey area first, the Contacts entry may not appear.
- Environment note: If the form needs to sync content, keep the network connection available.
2. Set contact options
Entry: Contacts settings panel
- Review the available options in the Contacts pop-up panel.
- Set the related options as needed.
- Check whether the current values match the survey requirements.
Success Criteria
- On-screen result: The options in the Contacts panel have been updated.
- Next step available: You can move on to preview or confirmation.
Tips While Using
- Common mistake: If you do not review the updated values, the later survey setup may not match your intent.
3. Preview and confirm the contact setup
Entry: Contacts settings panel → Preview / Confirm
- Preview the current result after finishing the settings.
- Confirm that the displayed result is correct.
- Click Confirm to finish the action.
Success Criteria
- On-screen result: The contact setup is saved or confirmed.
- Next step available: You can return to the survey and continue editing other content.
Tips While Using
- Common mistake: If you close the panel without clicking Confirm, the current changes may not be completed.