Use WPS Data Dashboard with 3 how-to topics, all available without membership; choose a task from the index and follow the steps to configure, preview, and save your setup.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Data Dashboard | Free |
| 2 | 2. Configure and Preview Data Dashboard | Free |
| 3 | 3. Save Data Dashboard Settings | Free |
How-to Guide
1. Open Data Dashboard
Entry: Form editor → Form → Data Dashboard
- Open the Smart Form that you want to edit.
- In the left navigation pane, select Form.
- Find Data Dashboard and open it.
- Wait for the side panel or pop-up panel to finish loading.
Success Criteria
- Interface result: the Data Dashboard settings interface is open.
- Next action available: you can continue adjusting settings or previewing the result.
Tips While Using
- Common mistake: if you are not in the form editing interface first, the entry may not appear in the left pane.
- Environment note: if the form has not finished loading, the dashboard panel may not appear immediately.
2. Configure and Preview Data Dashboard
Entry: Data Dashboard settings panel
- In the Data Dashboard panel, configure the relevant settings shown in the interface.
- Adjust display content or layout options as needed.
- Use Preview to check the current effect.
- Confirm that the display matches your expectation.
Success Criteria
- Interface result: the preview area or preview result shows the current dashboard effect.
- Next action available: you can continue editing settings or move to the save step.
Tips While Using
- Common mistake: skipping preview after changing settings can make it harder to catch display issues before saving.
- Environment note: for online form configuration, a stable internet connection is recommended.
3. Save Data Dashboard Settings
Entry: Data Dashboard settings panel → OK / Save
- Finish the settings and confirm the preview is correct.
- Click OK to complete the current action.
- If the interface also provides a Save button, save once more.
- Return to the editing interface and continue with publishing or other settings.
Success Criteria
- Interface result: the settings panel closes or shows a saved status.
- Next action available: you can continue editing the form, publish it, or reopen Data Dashboard to revise the setup.
Tips While Using
- Common mistake: changing settings without clicking OK or Save will not keep the configuration.
- Environment note: some settings may take effect on the response side only after the form is published.