Use Data Dashboard with 3 how-to topics, including 3 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 the Data Dashboard entry | Free |
| 2 | 2. Configure and preview Data Dashboard | Free |
| 3 | 3. Save the setup and review statistics | Free |
How-to Guide
1. Open the Data Dashboard entry
Entry path: Form Editor → Relay → Data Dashboard
- Open the Smart Form editing interface.
- In the left navigation pane, select the Relay module.
- Find the Data Dashboard option.
- Click it to enter the editing area.
Success Criteria
- Interface result: You enter the Data Dashboard editing area or settings panel.
- What you can do next: You can continue to adjust related settings.
Tips While Using
- Common mistake: If you do not enter the Relay module first, you may not see the Data Dashboard entry.
- Environment note: If the page does not load normally, check your network connection and sign-in status.
2. Configure and preview Data Dashboard
Entry path: Data Dashboard settings panel
- In the pop-up panel or editing area, set the related parameters.
- Adjust the display content based on the on-screen prompts.
- Use Preview to check the current result.
- Confirm that the display matches what you want.
Success Criteria
- Interface result: The preview area shows the current display after your settings are applied.
- What you can do next: You can continue editing or move to the save step.
Tips While Using
- Common mistake: Saving before previewing may leave the display different from what you expected.
- Environment note: Preview depends on the current page loading correctly.
3. Save the setup and review statistics
Entry path: Data Dashboard settings panel → Confirm / Save
- After finishing the settings, click Confirm to complete the action.
- Return to the related management page.
- Review participation and statistics.
- If needed, open Data Dashboard again to make changes.
Success Criteria
- Interface result: The settings are saved and the page returns to the normal management or editing state.
- What you can do next: You can continue checking participation and statistics, or edit the dashboard again.
Tips While Using
- Common mistake: If you leave without saving, your changes will not take effect.
- Environment note: Some display results may be easier to observe after publishing or after new data is collected.