How to Use WPS Related Data on Windows

Use WPS Related Data through 4 how-to topics, including opening the entry, setting parameters, previewing the result, and saving the configuration; 4 items are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Open the Related Data entry

Entry path: Form Editor → Questionnaire → Related Data

1. Open the Smart Forms editing interface in WPS Office.
2. Select the Questionnaire module in the left navigation pane.
3. Find the Related Data option.
4. Click it to enter editing.

Success Criteria

• Interface result: The Related Data editing area or settings panel opens.
• Next action available: You can continue to set parameters or review the current configuration.

Tips While Using

• Common mistake: If you do not enter the Questionnaire module first, the Related Data entry may not appear.
• Environment note: Your account needs form editing permission.

2. Set Related Data parameters

Entry path: Related Data panel

1. Review the available settings in the Related Data panel.
2. Set the relevant parameters as prompted in the interface.
3. Check whether each setting matches the current questionnaire needs.

Success Criteria

• Interface result: The parameter items are updated as needed.
• Next action available: You can continue to preview or save the current configuration.

Tips While Using

• Common mistake: If you do not review each setting after editing, the final result may differ from what you expect.

3. Preview the Related Data result

Entry path: Related Data panel

1. After setting the parameters, review the preview shown in the interface.
2. Check whether the current related result matches the questionnaire logic.
3. If needed, go back and adjust the parameters again.

Success Criteria

• Interface result: You can see the preview result for the current configuration.
• Next action available: After confirmation, you can continue to save.

Tips While Using

• Common mistake: Saving directly without previewing may increase rework later.

4. Save the Related Data configuration

Entry path: Related Data panel → OK / Save

1. Confirm that the parameters and preview result are correct.
2. Click OK or Save to finish.
3. If the questionnaire needs publishing before changes take effect externally, continue with the publish process.

Success Criteria

• Interface result: The configuration is saved and the interface no longer shows unsaved changes.
• Next action available: You can return to questionnaire editing or continue to publish.

Tips While Using

• Common mistake: Completing the setup but not clicking Save.
• Environment note: Some Related Data changes take effect for respondents only after a new version is published.