Use WPS Global Settings through 3 topics: open Global Settings, adjust global parameters, and save changes to confirm they take effect.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Global Settings | Free |
| 2 | 2. Adjust Global Parameters | Free |
| 3 | 3. Save Changes and Confirm They Take Effect | Free |
How-to Guide
1. Open Global Settings
Entry: Form Editor → Survey → Global Settings
- Open the Smart Forms editing interface.
- Select the Survey section in the left navigation pane.
- Find the Global Settings option.
- Click it to open the editing panel.
Success Criteria
- Interface result: The Global Settings panel opens and shows the current form-level options.
- Next action available: You can continue to edit parameters, preview changes, or save settings.
Tips While Using
- Common mistake: If you are not in the Survey section, the Global Settings entry may not appear.
- Environment note: You need edit permission for the target form.
2. Adjust Global Parameters
Entry: Global Settings panel
- Review the available parameters in the Global Settings panel.
- Modify the settings you want to change based on the on-screen options.
- Preview the result and confirm that the configuration matches your needs.
Success Criteria
- Interface result: The parameters in the panel reflect the updated values.
- Next action available: You can continue refining the settings or move to the save step.
Tips While Using
- Common mistake: Skipping preview may cause you to miss display or logic changes in the survey.
- Environment note: For online forms, keep the network connection stable to avoid sync delays.
3. Save Changes and Confirm They Take Effect
Entry: Global Settings panel → OK / Save
- After adjusting the parameters, click OK or Save.
- Return to the survey editor and review the updated result.
- If the changes need to affect the respondent side, publish a new version by following the on-screen flow.
- Preview the survey again and confirm that the updated settings are applied.
Success Criteria
- Interface result: The settings are saved, and the latest configuration is visible when you reopen Global Settings.
- Next action available: You can continue editing, previewing, or publishing the survey.
- No side effect: Existing survey content is not removed automatically just because you opened the settings panel.
Tips While Using
- Common mistake: If you change parameters without saving, the settings will not be kept.
- Environment note: Some global settings may require a new version to be published before they affect later responses.