Use Contacts with 4 how-to topics, all available without membership, and jump to the matching steps from the How-to Index.
How-to Index
| # | Topic | Membership |
|---|---|---|
| 1 | 1. Open Contacts | 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 Contacts
Entry point: Form editor → Attendance → Contacts
- Open the WPS form you want to edit.
- Enter the form editing screen.
- In the left navigation pane, select the Attendance module.
- Find Contacts and open it for editing.
Success Criteria
- UI state: The Contacts settings area or editing panel opens.
- Next actions: You can continue adjusting contact options.
Tips While Using
- Common mistakes: If you are not in the form editor first, the Attendance module may not appear.
- Environment limits: You need edit permission for the form.
2. Set contact options
Entry point: Contacts editing panel
- Review the current settings in the Contacts panel.
- Update the options you need according to the on-screen controls.
- Check each item to make sure it matches the current attendance scenario.
Success Criteria
- UI state: The contact settings reflect the changes you need.
- Next actions: You can preview the result or save it directly.
Tips While Using
- Common mistakes: If you do not review each item after editing, important settings may be missed.
- Environment limits: Online form settings usually require a stable network connection.
3. Preview the contact result
Entry point: Preview option in the Contacts settings panel
- After updating the contact settings, open Preview.
- Review how the contact information appears in the current form.
- Confirm that the display, layout, or interaction result matches your expectation.
Success Criteria
- UI state: A preview of the current Contacts setup is displayed.
- Next actions: If everything looks correct, you can continue and save the configuration.
Tips While Using
- Common mistakes: Saving without preview may lead to another round of edits later.
- Environment limits: Keep the network stable when previewing online content.
4. Save the contact configuration
Entry point: Contacts settings panel → OK / Save
- After confirming the preview result, click OK or the matching save button.
- Wait for the system to finish saving.
- Return to the editor and check whether the configuration has been kept.
Success Criteria
- UI state: The latest Contacts settings are saved and shown in the editor.
- Next actions: You can continue editing other attendance content or publish the form.
Tips While Using
- Common mistakes: If you close the panel before saving, your changes may not be kept.
- Environment limits: Saving online settings requires a working network connection.