Use WPS Related Data with 3 how-to topics: open the Related Data entry point, configure related data settings, and preview and confirm the result; 3 topics are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Related Data entry point | Free |
| 2 | 2. Configure related data settings | Free |
| 3 | 3. Preview and confirm the result | Free |
How-to Guide
1. Open the Related Data entry point
Entry point: Form Editor → File Collection → Related Data
- Open the Smart Form that you want to edit.
- Enter the form editing interface.
- In the left navigation area, select File Collection.
- Find Related Data and click it to continue.
Success Criteria
- Interface result: The Related Data editing or setup interface opens.
- Next action available: You can see the settings area or setup panel for the next step.
Tips While Using
- Make sure the current form is in an editable state before you start.
- If you cannot find the entry, first confirm that you are in the correct File Collection module.
2. Configure related data settings
Entry point: Related Data setup panel
- Review the available options in the Related Data panel.
- Configure the required settings by following the on-screen prompts.
- Check whether each setting matches the current file collection goal.
Success Criteria
- Interface result: The required settings have been selected or filled in.
- Next action available: You can move on to preview or confirmation.
Tips While Using
- Confirm the collection goal before making changes so you can avoid repeated adjustments.
- If you plan to refine the setup further, preview the result before saving.
3. Preview and confirm the result
Entry point: Preview and confirm actions in the Related Data panel
- After finishing the setup, preview the result first.
- Check whether the display result or collection logic matches your expectation.
- When everything looks correct, click OK to finish.
Success Criteria
- Interface result: The settings are confirmed, and the panel closes or returns to the editor.
- Next action available: You can continue editing the form or move to the publishing workflow.
Tips While Using
- It is a good idea to review key settings once more before confirming.
- Some changes may only appear to respondents after the form is published again.