Use Filling Settings through 4 topics in the questionnaire editing flow: open the entry, adjust settings, preview the result, and confirm the changes.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Filling Settings | Free |
| 2 | 2. Adjust Available Settings | Free |
| 3 | 3. Preview the Filling Effect | Free |
| 4 | 4. Confirm and Save the Settings | Free |
How-to Guide
1. Open Filling Settings
Entry: Form Editor → Questionnaire → Filling Settings
- Open the Smart Form that you want to edit.
- Enter the form editing interface.
- In the left navigation area, select Questionnaire.
- Find Filling Settings and open it.
Success Criteria
- Interface result: The Filling Settings panel or related editing area opens.
- What you can do next: You can continue to adjust settings, preview the result, or confirm the changes.
Tips While Using
- Common mistake: If you do not enter the Questionnaire section first, you may not see the Filling Settings entry.
- Access note: You need permission to edit the target form.
2. Adjust Available Settings
Entry: Filling Settings panel
- Review the available options in the Filling Settings panel.
- Adjust the settings you need according to the interface prompts.
- Check whether each setting matches the current questionnaire requirements.
Success Criteria
- Interface result: The settings in the panel reflect your latest changes.
- What you can do next: You can preview the result or continue to save the settings.
Tips While Using
- Common mistake: If you do not review each option after editing, some settings may remain different from what you expect.
3. Preview the Filling Effect
Entry: Preview option in the Filling Settings area
- After adjusting the settings, open the preview.
- Check whether the respondent-side display matches your expectation.
- If needed, return to the settings panel and continue editing.
Success Criteria
- Interface result: You can see a preview that reflects the current settings.
- What you can do next: You can go back to edit more settings or continue to confirm the changes.
Tips While Using
- Common mistake: Saving without previewing may leave display or logic issues unnoticed.
- Environment note: If the form content is online, keep the network connection stable.
4. Confirm and Save the Settings
Entry: Filling Settings panel → OK
- Finish adjusting the settings and review the preview result.
- Click OK to complete the action.
- Return to the questionnaire editing flow and continue with later editing or pre-publish checks.
Success Criteria
- Interface result: The settings panel closes or returns to the previous editing layer.
- What you can do next: You can continue editing the questionnaire or move on to later publishing steps.
Tips While Using
- Common mistake: If you leave the page without clicking OK, your changes may not be kept.