How to Use WPS Data Dashboard on macOS

Use Data Dashboard through 4 how-to topics in the Smart Forms editor 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 → File Collection → Data Dashboard

1. Open the Smart Form that you want to edit.
2. Enter the form editing screen.
3. In the left navigation area, select File Collection.
4. Find Data Dashboard and open it for editing.

Success Criteria

• Interface result: The Data Dashboard editing area or configuration panel is open.
• Next action available: You can continue to set options, preview, or save.

Tips While Using

• Common mistake: If you are not in the form editing screen first, the entry may not be visible.
• Environment note: You need edit permission for the current form.

2. Set Data Dashboard options

Entry path: Data Dashboard configuration panel

1. Review the available options in the Data Dashboard editing area.
2. Adjust the relevant settings as prompted in the interface.
3. Check whether the settings match the current file collection scenario.

Success Criteria

• Interface result: The selected options are updated as expected.
• Next action available: You can continue to preview or save the current setup.

Tips While Using

• Common mistake: If you do not review each option after editing, the display result may not match your expectation.
• Environment note: It is recommended to keep the network stable for online form settings.

3. Preview the Data Dashboard result

Entry path: Data Dashboard configuration panel → Preview

1. After finishing the settings, open the preview.
2. Check whether the current display result is correct.
3. If needed, go back and continue adjusting the options.

Success Criteria

• Interface result: You can see the preview result for the current configuration.
• Next action available: You can return to editing or continue to save.

Tips While Using

• Common mistake: Saving without previewing may increase later rework.
• Environment note: Keep the network connected when previewing online content.

4. Save the Data Dashboard configuration

Entry path: Data Dashboard configuration panel → Confirm / Save

1. Confirm that the settings and preview result are correct.
2. Click Confirm or the corresponding save button.
3. Return to the editor and continue with the remaining form setup.

Success Criteria

• Interface result: The current configuration is saved.
• Next action available: You can continue editing the form, publish it later, or reopen the setup for changes.

Tips While Using

• Common mistake: If you close the panel before saving, your changes may not be kept.
• Environment note: Some changes may appear to respondents only after the later publishing step.