Use WPS Record with 3 how-to topics, all available without membership; choose a topic from the index and follow the entry path and steps to complete the setup.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Record settings | Free |
| 2 | 2. Set Record options | Free |
| 3 | 3. Preview and confirm Record settings | Free |
How-to Guide
1. Open Record settings
Entry path: Form editor → Relay → Record
- Open the Smart Forms editing interface.
- Select the Relay section in the left navigation.
- Find the Record setting item.
- Click Record to enter the editing panel.
Success Criteria
- Interface result: The Record settings panel or related editing area opens.
- Next action available: You can continue adjusting record-related options.
Tips While Using
- Common mistake: If you have not entered the form editing interface first, the Relay entry may not be visible.
- Environment note: This feature is used in the Smart Forms editing workflow of WPS Office on macOS.
2. Set Record options
Entry path: Record settings panel
- Review the available options in the Record panel.
- Adjust the settings according to the on-screen prompts.
- Check each option to make sure it matches the current relay needs.
Success Criteria
- Interface result: The settings are adjusted for the current use case.
- Next action available: You can move on to previewing or confirming the setup.
Tips While Using
- Common mistake: Changing options without checking them one by one may leave the record rules different from what you expected.
3. Preview and confirm Record settings
Entry path: Record settings panel → Preview / Confirm / Save
- Preview the result after finishing the settings.
- Confirm that the display and record rules are correct.
- Click Confirm to finish the current action.
- If the interface also provides Save or publishing-related actions, continue with the remaining steps.
Success Criteria
- Interface result: The settings are confirmed and the current configuration is completed.
- Next action available: You can return to the relay editing flow or continue to publishing.
Tips While Using
- Common mistake: Adjusting the settings but not clicking Confirm or Save.
- Environment note: Some changes may appear on the responder side after the updated version is published.