Use Contacts through 4 how-to topics, including 4 available without membership and 0 membership-related items; use the index below to jump to the task you need.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Contacts entry | Free |
| 2 | 2. Set contact options | Free |
| 3 | 3. Preview the contact result | Free |
| 4 | 4. Save the contact configuration | Free |
How-to Guide
1. Open the Contacts entry
Entry path: Form Editor → Relay → Contacts
- Open WPS Office and enter the Smart Forms editing interface.
- In the left navigation pane, select the Relay module.
- Find the Contacts option.
- Click Contacts to enter the editing view.
Success Criteria
- Interface result: The contact editing area or settings panel opens.
- Next action available: You can continue setting contact-related options.
Tips While Using
- Common mistake: If you do not enter the Relay module first, the Contacts entry may not appear.
- Environment note: If the form does not load correctly, check your network connection and account status.
2. Set contact options
Entry path: Contacts editing panel
- Review the available settings in the Contacts editing view.
- Set the contact-related options as prompted in the interface.
- Check that the entered content is complete.
Success Criteria
- Interface result: The related content in the Contacts panel is updated.
- Next action available: You can continue to preview or save the current settings.
Tips While Using
- Common mistake: If required content is not completed as prompted, the final result may be incomplete.
3. Preview the contact result
Entry path: Preview area or preview status in the Contacts settings panel
- After setting the contact options, review the current display result.
- Check whether the contact content matches your expectation.
- If needed, go back and adjust the settings.
Success Criteria
- Interface result: You can see the current display result of the contact configuration.
- Next action available: After confirmation, you can move on to saving.
Tips While Using
- Common mistake: Saving without previewing may lead to another round of edits later.
4. Save the contact configuration
Entry path: Contacts settings panel → OK/Save
- After confirming the contact content, click OK.
- Wait for the interface to finish saving.
- Return to the editor and check whether the Contacts configuration has been updated.
Success Criteria
- Interface result: The contact settings are retained and the updated configuration state is shown.
- Next action available: You can continue editing other relay content or publish the form later.
Tips While Using
- Common mistake: If you close the panel before clicking OK, the changes may not be kept.
- Environment note: Some settings are easier to verify after the form is published and viewed by respondents.