How to Use WPS Global Settings on Windows

Use Global Settings with 4 how-to topics, all available without membership; choose a topic from the index and follow the entry path and steps below.

How-to Index

How-to Guide

1. Open Global Settings

Entry path: Form Editor → Relay → Global Settings

1. Open the Smart Forms editing interface.
2. In the left navigation area, select the Relay module.
3. Find the Global Settings option.
4. Click it to open the settings panel.

Success Criteria

• Interface result: The Global Settings panel or pop-up window opens.
• Next action available: You can see the settings that can be adjusted.

Tips While Using

• Common mistake: If you are not in the form editing interface, the Relay module may not appear.
• Environment note: If you do not have edit permission for the form, you may not be able to open or change the settings.

2. Adjust Global Options

Entry path: Global Settings panel

1. Review the current options in the Global Settings panel.
2. Update the available settings as needed.
3. Check each item against your current relay requirements.

Success Criteria

• Interface result: The settings reflect your intended changes.
• Next action available: You can continue to preview or save the configuration.

Tips While Using

• Common mistake: Changing settings without reviewing each item can leave important options unchanged.
• Environment note: Some settings may require an internet connection to sync with the online form.

3. Preview the Configuration

Entry path: Preview area or pre-confirmation check inside the Global Settings panel

1. After adjusting the options, review the current interface feedback.
2. Compare the setup with your intended relay scenario.
3. When everything looks correct, continue to save.

Success Criteria

• Interface result: The current configuration matches your expectation.
• Next action available: You can save the settings or continue toward publishing.

Tips While Using

• Common mistake: Saving immediately without checking the result may lead to another round of edits later.

4. Save Global Settings

Entry path: Global Settings panel → OK

1. After confirming the setup, click OK.
2. Wait for the interface to finish saving.
3. Return to the editing flow and continue with the next task.

Success Criteria

• Interface result: The settings are saved and the panel closes or updates its status.
• Next action available: You can continue editing, previewing, or publishing the relay.

Tips While Using

• Common mistake: Closing the panel before clicking OK may leave your changes unsaved.
• Environment note: Some global settings may appear on the responder side after a later publish step.