How to Use WPS Related Data on macOS

Use WPS Related Data with 3 how-to topics, including opening the Related Data entry, configuring settings, and previewing and confirming the setup.

How-to Index

How-to Guide

1. Open the Related Data entry

Entry path: Form editor → Voting → Related Data

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

Success Criteria

• Interface result: the Related Data editing area is open.
• Next action available: you can continue to configure the settings.

Tips While Using

• Common mistake: if you do not enter the Voting module first, the Related Data entry may not be visible.
• Environment note: if the form is online, keep your network connection stable.

2. Configure Related Data settings

Entry path: Related Data settings panel

1. Review the available settings in the Related Data panel.
2. Configure the parameters based on the on-screen prompts.
3. Check whether the current values match your voting needs.

Success Criteria

• Interface result: the parameters have been filled in or adjusted.
• Next action available: you can move on to preview or confirmation.

Tips While Using

• Common mistake: closing the panel before finishing the settings may leave the current change incomplete.
• Environment note: make sure your account has edit permission for the form.

3. Preview and confirm the setup

Entry path: Related Data pop-up panel

1. After configuring the parameters, open the preview.
2. Check whether the displayed result matches your expectation.
3. Click OK to finish the setup after confirmation.

Success Criteria

• Interface result: the setup is completed and the confirmation flow is closed.
• Next action available: you can continue editing other form content or move to publishing steps.

Tips While Using

• Common mistake: confirming without preview may increase rework later.
• Environment note: after changing settings, review the final display again if needed.