How to Use WPS Related Data on macOS

Use WPS Related Data through 4 how-to topics, including opening the entry point, configuring parameters, previewing the result, and editing an existing setup; 4 items are free and 0 are membership-related.

How-to Index

How-to Guide

1. Open the Related Data entry point

Entry path: Form Editor → File Collection → Related Data

1. Open the Smart Forms editing page.
2. In the left navigation area, select File Collection.
3. Find the Related Data option.
4. Click it to enter the setup area.

Success Criteria

• Interface result: The Related Data editing area or setup panel opens.
• What you can do next: You can continue configuring the related parameters.

Tips While Using

• Common mistake: If you are not in the File Collection module, the Related Data entry point may not appear.
• Environment note: You need permission to edit the current form.

2. Configure Related Data parameters

Entry path: Related Data setup panel

1. Review the available options in the Related Data panel.
2. Configure the needed parameters based on the on-screen prompts.
3. Check that the setup is complete.

Success Criteria

• Interface result: The parameter values have been filled in or adjusted.
• What you can do next: You can move on to preview or confirmation.

Tips While Using

• Common mistake: Leaving the panel before finishing the setup may require you to reopen it and complete the missing items.
• Environment note: A stable internet connection is recommended for online form editing.

3. Preview and confirm the setup result

Entry path: Related Data panel → Preview or confirmation area

1. After configuring the parameters, review the preview result.
2. Check whether the setup matches the current file collection needs.
3. Click OK to complete the action.

Success Criteria

• Interface result: The setup is confirmed, and the panel closes or returns to the editor.
• What you can do next: You can continue editing other form content or proceed with saving and publishing.

Tips While Using

• Common mistake: Confirming the setup before reviewing the preview may lead to another round of edits later.

4. Edit Related Data in an existing file collection workflow

Entry path: Form Editor → File Collection → Related Data

1. Open the existing Smart Form or file collection setup.
2. Go back to Related Data in the File Collection module.
3. Update the current Related Data content as needed.
4. Save the changes.

Success Criteria

• Interface result: The updated Related Data setup is saved.
• What you can do next: You can continue previewing, saving, or publishing the form.

Tips While Using

• Common mistake: Closing the editor without saving after changes are made.
• Environment note: Some changes may mainly affect later submissions, so a quick workflow check is recommended.