Use WPS Related Collection Sheet with 3 how-to topics, including creating a related collection sheet, managing collected data, and editing the linked collection form, with 3 available without membership and 0 membership-related items.
How-to Index
| # | Topic | Membership |
|---|---|---|
| 1 | 1. Create a Related Collection Sheet | Free |
| 2 | 2. Manage Collected Data | Free |
| 3 | 3. Edit a Related Collection Sheet | Free |
How-to Guide
1. Create a Related Collection Sheet
Entry point: Collaboration tab → Related Collection Sheet
- Open the online collaborative spreadsheet where you want to collect data.
- Click the Collaboration tab at the top.
- Click Related Collection Sheet on the toolbar.
- In the creation panel on the right, choose Generate Collection Form from Headers or Link Existing Collection Form.
- Finish the setup and start sharing the form for responses.
Success Criteria
- UI state: the collection form creation panel appears on the right side.
- Next actions: you can continue by generating a new form or linking an existing one.
- No side effects: the current spreadsheet stays open and other sheet content remains editable.
Tips While Using
- Common mistakes: if the spreadsheet is not opened in collaboration mode, the feature may not work as expected.
- Environment limits: an internet connection and an online collaborative spreadsheet are required.
2. Manage Collected Data
Entry point: right-side Related Collection Sheet panel
- Open an online collaborative spreadsheet that already has a linked collection form.
- View submitted response data in the Related Collection Sheet panel on the right.
- Check whether the data has been filled into the matching worksheet columns automatically.
- Review the submitter details and submission time for each response.
Success Criteria
- UI state: submitted records are visible in the right-side panel.
- Next actions: you can continue filtering, summarizing, or editing the synced data in the spreadsheet.
- No side effects: viewing records does not interrupt the existing spreadsheet structure.
Tips While Using
- Common mistakes: if you only check the panel, you may miss that the data has already synced into worksheet columns.
- Environment limits: new responses depend on network connectivity for syncing.
3. Edit a Related Collection Sheet
Entry point: Collaboration tab → Related Collection Sheet
- Open an online collaborative spreadsheet that already has a linked collection form.
- Click the Collaboration tab at the top.
- Click Related Collection Sheet to open the right-side panel.
- Click the edit icon to update the current collection form.
- If needed, click the more icon and choose the unlink action.
Success Criteria
- UI state: you can enter the edit state for the collection form or see the unlink option.
- Next actions: you can adjust the form content or end the current link and configure it again.
- No side effects: existing spreadsheet data remains in the worksheet before unlinking.
Tips While Using
- Common mistakes: changing fields without checking the impact may affect later data collection.
- Environment limits: editing and unlinking both require the online collaboration environment.