Use WPS Contacts with 3 how-to topics, all available without membership; start from the How-to Index and follow the entry path and steps to complete contact setup.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Contacts entry | Free |
| 2 | 2. Set and confirm contact options | Free |
| 3 | 3. Edit contact settings in an existing relay | Free |
How-to Guide
1. Open the Contacts entry
Entry path: Form editor → Relay → Contacts
- Open the Smart Forms editing interface.
- Select the Relay module in the left navigation area.
- Find the Contacts option.
- Click Contacts to enter the editing area.
Success Criteria
- Interface result: The Contacts editing area or settings panel opens.
- Next action available: You can continue to adjust contact-related options.
Tips While Using
- Common mistake: If you do not enter the Relay module first, the Contacts entry may not be visible.
- Environment note: You need to be inside the Smart Forms editor before starting.
2. Set and confirm contact options
Entry path: Contacts settings panel
- Set the relevant options in the Contacts pop-up panel.
- Review the current configuration in the panel.
- Preview the result and make sure it matches your needs.
- Click OK to finish.
Success Criteria
- Interface result: The panel closes or remains open with the updated state shown.
- Next action available: You can continue editing other relay content or prepare to save and publish.
Tips While Using
- Common mistake: Confirming before checking the preview may require another round of edits.
- Environment note: If you need to review an online result, keep your network connection available.
3. Edit contact settings in an existing relay
Entry path: Existing relay editor → Relay → Contacts
- Open the relay content that you want to update.
- Return to the Relay module in the editing interface.
- Click Contacts again.
- Update the required content and save or confirm the changes.
Success Criteria
- Interface result: The contact configuration is updated.
- Next action available: You can continue maintaining the relay or publish it again if needed.
Tips While Using
- Common mistake: If you leave without saving, the new settings may not take effect.
- Environment note: Some changes may need republishing before they appear to respondents.