How to Use WPS Data Dashboard on macOS

Use Data Dashboard through 4 how-to topics in Smart Forms relay workflows on Mac; 4 are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Open the Data Dashboard entry

Entry path: Form editor → Relay → Data Dashboard

1. Open the Smart Forms editing screen.
2. Select the Relay module in the left navigation area.
3. Find the Data Dashboard option.
4. Click it to enter the editing area.

Success Criteria

• Interface result: the Data Dashboard editing area or setup panel opens.
• Next action available: you can continue to configure settings or review the next options.

Tips While Using

• Common mistake: if you do not enter the Relay module first, the Data Dashboard entry may not appear.
• Environment note: you need permission to edit the target form.

2. Configure Data Dashboard settings

Entry path: Data Dashboard setup panel

1. Review the available options in the Data Dashboard editing area.
2. Adjust the relevant settings based on the on-screen prompts.
3. Check whether the current setup matches your relay display needs.
4. Continue to preview or confirmation.

Success Criteria

• Interface result: the settings are configured for the current use case.
• Next action available: you can move on to preview or save.

Tips While Using

• Common mistake: skipping a setting review can lead to a display result that does not match your expectation.
• Environment note: some settings may load and save more smoothly with a stable network connection.

3. Preview the Data Dashboard result

Entry path: Preview flow in the Data Dashboard panel

1. After configuring the settings, enter preview mode.
2. Review the current display result of the dashboard.
3. Check whether the displayed content is correct.
4. If everything looks right, continue and save the setup.

Success Criteria

• Interface result: you can see the display result for the current settings.
• Next action available: you can go back to adjust settings or confirm and save.

Tips While Using

• Common mistake: saving without previewing can increase the number of later revisions.
• Environment note: preview content usually depends on current form data and network status.

4. Edit the Data Dashboard in an existing relay

Entry path: Form editor → Relay → Data Dashboard

1. Open the editing screen for the relay that has already been created.
2. Enter the Relay module again.
3. Open Data Dashboard.
4. Update the content you want to change and save it.

Success Criteria

• Interface result: the updated configuration is saved.
• Next action available: you can review the display again or continue editing.

Tips While Using

• Common mistake: if you leave without saving, the changes will not take effect.
• Environment note: some updates may mainly affect how later incoming data is displayed.