How to Use WPS Share Data on Windows

Use Share Data through 4 how-to topics on Windows, covering entry, parameter setup, preview, and confirmation, and all 4 topics are available without membership.

How-to Index

How-to Guide

1. Open the Share Data entry

Entry point: Form editor → Quick Start → Share Data

1. Open the Smart Form that you want to edit.
2. Enter the form editing interface.
3. Find the Quick Start section in the navigation area.
4. Click Share Data to open the configuration panel.

Success Criteria

• UI state: The Share Data configuration panel is open.
• Next actions: You can continue to set parameters or preview the result.

Tips While Using

• Common mistakes: If you are not in the editing interface, the Share Data entry may not appear.
• Environment limits: You need permission to edit the current form.

2. Set Share Data parameters

Entry point: Share Data configuration panel

1. Review the available options in the Share Data panel.
2. Set the related parameters based on your current needs.
3. Check that the settings are complete before moving on.

Success Criteria

• UI state: The required parameters have been set.
• Next actions: You can preview the result or confirm the setup.

Tips While Using

• Common mistakes: Skipping a parameter check can lead to a result that does not match your intended sharing setup.

3. Preview the Share Data result

Entry point: Preview option in the Share Data panel

1. After setting the parameters, open Preview.
2. Review whether the current result matches your expectation.
3. If needed, go back and adjust the parameters.

Success Criteria

• UI state: A preview of the current Share Data setup is visible.
• Next actions: You can return to edit settings or continue to confirm.

Tips While Using

• Common mistakes: Confirming without preview can create extra rework later.

4. Confirm and save Share Data settings

Entry point: OK button in the Share Data panel

1. Confirm that the preview result is correct.
2. Click OK to finish the current setup.
3. If your workflow requires it, continue to save or publish the form.
4. To update the setup later, reopen Share Data and edit it again.

Success Criteria

• UI state: The current Share Data setup has been confirmed.
• Next actions: You can save the form, publish a new version, or edit again.

Tips While Using

• Common mistakes: Clicking OK in the panel without saving or publishing afterward may prevent the change from taking effect.
• Environment limits: Some changes may only take effect for respondents after you publish a new version.