Guide to Common Settings for Smart Form File Collection

Feature Summary

Common settings are used to configure core parameters for file collection, including validity period for submissions, who can fill out the form, collection cycles, pausing collection, respondent modification options, and answer approval settings.

Feature Description

Feature Dimension	Description
Membership Restriction	No membership restriction
Version Restriction	No version restriction

Operation Steps

Set Valid Response Period

Access PathSettings tab → Common Settings → Fill-in Valid Time option

1. Click the "Settings" tab at the top
2. In the left panel, click "Common Settings"
3. Click "Fill-in Valid Time" (currently set to "Unlimited")
4. In the pop-up window, enable both "Restrict Start Time" and "Restrict End Time", then specify the exact times
5. After enabling these settings, respondents must complete the form within the designated time period. Click "Confirm" to save

Set Who Can Fill In

Feature Access Path"Settings" tab → "Common Settings" → "Who Can Fill In" option

1. Click the "Settings" tab at the top
2. In the left panel, click "Common Settings"
3. Click "Who Can Fill In" (currently set to "Anyone can fill in")
4. Choose the filling permission: "Anyone can fill in", "Only members on the preset list can fill in", or "Only selected contacts can fill in"

Set Collection Cycle

Access PathSettings tab → Common Settings → Collection Cycle option

1. Click the "Settings" tab at the top
2. In the left panel, click "Common Settings"
3. Click "Collection Cycle" (currently set to "Not Set")
4. Select a cycle type: Unrestricted, Daily, Weekly, Monthly, or Custom Date

Set Collection Pause

Feature Access PathSettings tab → Common Settings → Toggle "Pause Collection"

1. Click the "Settings" tab at the top
2. In the left sidebar, click "Common Settings"
3. Turn on the "Pause Collection" toggle
4. Once enabled, file collection will be paused and respondents will not be able to submit

Set Up Respondent Answer Editing

Access PathSettings tab → Common Settings → Respondent Answer Editing Settings

1. Click the "Settings" tab at the top
2. In the left panel, click "Common Settings"
3. Click "Respondent Answer Editing Settings"
4. Choose the editing permission: allow editing after approval, disallow editing, always allow editing, or allow editing only during the collection period

Set Up Form Approval

Access PathSettings tab → Common Settings → Toggle for Form Approval

1. Click the "Settings" tab at the top
2. In the left-side panel, click "Common Settings"
3. Turn on the "Form Approval" toggle
4. Once enabled, approval results will be sent to respondents via a bot message

Frequently Asked Questions

Q1: How to set file collection to be valid only during specific time periods?

• Solution: In the "Common Settings," click on "Set Valid Time," then enable both "Limit Start Time" and "Limit End Time," and specify the exact times.

Q2: How to restrict who can fill out the file collection?

• Solution: In the "Common Settings," click on "Who Can Fill Out." You can choose from "Anyone can fill out," "Only members on the preset list can fill out," or "Only selected contacts can fill out."

Q3: How to enable form approval?

• Solution: In the "Common Settings," turn on the "Form Approval" switch. Once enabled, approval results will be sent via a bot message.

Notes

• After setting a valid submission period, users outside this timeframe will not be able to submit.
• Collection cycles support periodic collection based on days, weeks, months, or custom dates.