Use Filling Settings with 4 how-to topics, including 4 free topics and 0 membership-related topics; start from the How-to Index to jump to the steps you need.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Filling Settings | Free |
| 2 | 2. Adjust Related Parameters | Free |
| 3 | 3. Preview the Response Experience | Free |
| 4 | 4. Save Settings and Finish | Free |
How-to Guide
1. Open Filling Settings
Entry: Form Editor → Questionnaire → Filling Settings
- Open the Smart Form you want to edit.
- Enter the form editing screen.
- In the left navigation pane, select Questionnaire.
- Find Filling Settings and open it.
Success Criteria
- Interface result: The Filling Settings panel or editing area opens.
- What you can do next: You can continue to review or change the current settings.
Tips While Using
- Make sure the current account has permission to edit the form.
- If the page loads slowly, check your network connection and try again.
2. Adjust Related Parameters
Entry: Filling Settings panel
- Review the available options in the Filling Settings panel.
- Adjust the related parameters as needed.
- Check the updated settings again to make sure they match the questionnaire requirements.
Success Criteria
- Interface result: The parameter values reflect the changes you made.
- What you can do next: You can preview the result or save directly.
Tips While Using
- Confirm the questionnaire goal and response rules before changing settings.
- If the questionnaire is already in use, review how the change may affect later submissions.
3. Preview the Response Experience
Entry: Filling Settings panel → Preview
- After adjusting the parameters, open the preview.
- Check whether the response page looks and behaves as expected.
- If needed, return to Filling Settings and continue editing.
Success Criteria
- Interface result: You can see the response experience under the current settings.
- What you can do next: You can go back to edit more or save when everything looks correct.
Tips While Using
- Before publishing, review key questions and the response flow one more time.
- Previewing before saving can reduce repeated edits.
4. Save Settings and Finish
Entry: Filling Settings panel → OK
- Confirm that all parameters are correct.
- Click OK to save the settings.
- If the questionnaire has already been published, republish it as needed to update later responses.
Success Criteria
- Interface result: The settings are saved, and the panel closes or returns to the editor.
- What you can do next: You can continue editing the questionnaire or move on to publishing.
Tips While Using
- Some response settings take effect for respondents only after republishing.
- Updated settings usually affect later submissions, while historical data may remain unchanged.