Use WPS Record on Windows through 3 how-to topics: open Record settings, complete the Record setup, and edit an existing Record configuration.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Record settings | Free |
| 2 | 2. Complete Record setup | Free |
| 3 | 3. Edit an existing Record setup | Free |
How-to Guide
1. Open Record settings
Entry path: Form Editor → Relay → Record
- Open the smart form that you want to edit.
- Enter the form editing view.
- Select the Relay module in the left navigation pane.
- Find Record and click it to open the settings panel.
Success Criteria
- What you should see: The Record settings panel or related editing view opens.
- What you can do next: You can continue configuring record options.
Tips While Using
- Common mistake: If you do not enter the form editing view first, the Record entry may not appear.
- Environment note: You need permission to edit the target form.
2. Complete Record setup
Entry path: Record settings panel
- Set the required options in the Record panel based on the on-screen prompts.
- Preview the result and check whether the display matches your needs.
- Click OK to finish the setup.
Success Criteria
- What you should see: The settings are saved, and the panel closes or returns to the editor.
- What you can do next: You can continue editing other relay content or move on to saving and publishing.
Tips While Using
- Common mistake: Confirming without previewing may leave the record display different from what you expected.
- Environment note: It is recommended to keep the network connection stable when saving online settings.
3. Edit an existing Record setup
Entry path: Form Editor → Relay → Record
- Open the relay that has already been created and enter the editing view.
- In the left navigation pane, open Record again.
- Change the record settings that you want to update.
- Click Save or follow the on-screen prompt to finish the update.
Success Criteria
- What you should see: The updated Record settings are saved.
- What you can do next: You can publish or share the updated relay.
Tips While Using
- Common mistake: If you leave without saving, the new settings will not take effect.
- Environment note: Some changes may need to be published before respondents can see the updated result.