Use Data Dashboard with 4 how-to topics, all available without membership; choose a topic from the index and follow the entry path and steps to complete the setup.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Data Dashboard entry | Free |
| 2 | 2. Enter Data Dashboard editing | Free |
| 3 | 3. Set up and preview Data Dashboard | Free |
| 4 | 4. Save the Data Dashboard configuration | Free |
How-to Guide
1. Open the Data Dashboard entry
Entry path: Form editor → Exam → Data Dashboard
- Open the Smart Forms editing interface.
- Select the Exam section in the left navigation pane.
- Find Data Dashboard in the exam-related settings.
- Click Data Dashboard to prepare for editing.
Success Criteria
- Interface result: The left navigation is switched to the Exam section, and the Data Dashboard option is visible.
- What you can do next: You can continue by opening the configuration step.
Tips While Using
- Common mistake: If you are not in the form editing interface, the Exam section may not be visible.
- Environment note: This feature is used in Smart Forms exam scenarios, so enter the related form editing page first.
2. Enter Data Dashboard editing
Entry path: Form editor → Exam → Data Dashboard
- In the Exam section, click Data Dashboard.
- Wait for the editing panel or configuration area to open.
- Confirm that the page has entered the Data Dashboard setup state.
Success Criteria
- Interface result: The Data Dashboard editing panel or configuration area is open.
- What you can do next: You can start adjusting related settings.
Tips While Using
- Common mistake: Switching pages before the panel finishes loading may interrupt entry into the editing state.
- Environment note: A stable internet connection is recommended for online form configuration.
3. Set up and preview Data Dashboard
Entry path: Data Dashboard editing panel
- Set the related parameters in the pop-up panel.
- Check each setting item based on the on-screen prompts.
- Use preview to review the current dashboard effect.
- Confirm that the display result matches your needs.
Success Criteria
- Interface result: The preview area shows the current configuration effect.
- What you can do next: You can save the setup after confirming it is correct.
Tips While Using
- Common mistake: Saving without previewing may leave the display result different from what you expected.
- Environment note: Preview usually depends on the current online configuration state, so avoid closing the page midway.
4. Save the Data Dashboard configuration
Entry path: Data Dashboard editing panel → OK
- Review the settings again after finishing the configuration.
- Click OK to complete the action.
- If the page shows additional save or publish prompts, continue with the remaining steps in the current workflow.
Success Criteria
- Interface result: The configuration is retained in the current exam settings after the action is completed.
- What you can do next: You can return to the exam setup flow and continue with other settings.
Tips While Using
- Common mistake: If you finish the setup but do not click OK, your changes may not be kept.
- Environment note: Some exam-related changes may appear to end users only after later steps in the workflow are completed.