How to Use WPS Formula on Windows

Use Formula with 4 how-to topics, including opening the entry, setting parameters, previewing results, and saving the configuration; 4 items are available without membership and 0 items are membership-related.

How-to Index

How-to Guide

1. Open the Formula entry

Entry path: Form Editor → Check-in → Formula

1. Open the Smart Forms editing interface.
2. Select the Check-in module in the left navigation pane.
3. Find the Formula option.
4. Click Formula to enter the editing area.

Success Criteria

• Interface result: The formula editing area or pop-up panel opens.
• Next action available: You can continue to set parameters or review the current configuration.

Tips While Using

• Common mistake: If you do not enter the Check-in module first, the Formula entry may not appear.
• Environment note: You need permission to edit the form.

2. Set formula parameters

Entry path: Formula editing panel

1. Review the available settings in the formula panel.
2. Enter or adjust the required parameters as prompted.
3. Check whether the settings match the current check-in rule.

Success Criteria

• Interface result: The parameter values are updated.
• Next action available: You can move on to previewing or saving.

Tips While Using

• Common mistake: Incomplete settings can affect the final result.
• Environment note: It is helpful to confirm the business rule before making changes.

3. Preview the formula result

Entry path: Preview area in the formula panel

1. Finish setting the parameters.
2. Review the preview result.
3. If needed, go back and adjust the parameters again.

Success Criteria

• Interface result: A preview of the current formula setup is shown.
• Next action available: You can save after confirming the result.

Tips While Using

• Common mistake: Saving before checking the preview may lead to an unexpected rule result.

4. Save the formula configuration

Entry path: Formula panel → OK / Save

1. Confirm that the preview result is correct.
2. Click OK to complete the current action.
3. If a Save button is available, save the form again.
4. Return to the form editor for the next setup step.

Success Criteria

• Interface result: The formula configuration is recorded.
• Next action available: You can continue editing the form or prepare it for publishing.

Tips While Using

• Common mistake: Closing the panel without clicking OK or Save.
• Environment note: Some changes may require the form to be published again before they take effect for respondents.