Use Data Dashboard through 3 how-to topics: open the dashboard entry, configure and preview settings, and save the setup for later updates; 3 items are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Data Dashboard entry | Free |
| 2 | 2. Configure and preview dashboard settings | Free |
| 3 | 3. Save the setup and manage it later | Free |
How-to Guide
1. Open the Data Dashboard entry
Entry path: Form Editor → Voting → Data Dashboard
- Open the Smart Forms editing interface.
- Select the Voting module in the left navigation area.
- Find the Data Dashboard option.
- Click it to enter the configuration area.
Success Criteria
- Interface result: The Data Dashboard editing area or settings panel opens.
- Next action available: You can continue configuring dashboard-related settings.
Tips While Using
- Common mistake: If you do not enter the Voting module first, the Data Dashboard entry may not appear.
- Environment note: You need an editable Smart Form before starting these steps.
2. Configure and preview dashboard settings
Entry path: Data Dashboard settings panel
- Adjust the available settings in the panel based on the on-screen options.
- Modify the content or display style you want to show.
- Preview the result and confirm that the current setup matches your needs.
Success Criteria
- Interface result: The preview area reflects the current settings.
- Next action available: You can continue editing settings or move on to saving.
Tips While Using
- Common mistake: Saving without previewing may leave the display result different from what you expected.
- Environment note: An internet connection is recommended when previewing online content.
3. Save the setup and manage it later
Entry path: Data Dashboard settings panel → Confirm / Save
- Review the preview one more time after finishing the settings.
- Click Confirm to complete the current setup.
- If you need to revise it later, reopen the Data Dashboard option and edit it again.
Success Criteria
- Interface result: The current settings are saved and can be reopened later.
- Next action available: You can continue editing the vote or return later to update the dashboard setup.
Tips While Using
- Common mistake: If you close the panel without confirming or saving, the changes may not be kept.
- Environment note: Some display results may need to be checked again in later publishing or sharing scenarios.