Use WPS Contacts through 3 how-to topics: open the Contacts entry point, adjust contact settings, and preview then confirm the configuration; all 3 topics are available without membership.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Contacts entry point | Free |
| 2 | 2. Adjust contact settings | Free |
| 3 | 3. Preview and confirm the configuration | Free |
How-to Guide
1. Open the Contacts entry point
Entry path: Form Editor → Voting → Contacts
- Open the Smart Forms editing interface.
- Select the Voting module in the left navigation area.
- Find the Contacts setting item.
- Click the Contacts item to enter the editing panel.
Success Criteria
- Interface result: The contact settings area or panel opens.
- Next action available: You can continue adjusting contact-related settings.
Tips While Using
- Common mistake: If you do not enter the Voting module first, you may not see the Contacts entry point.
- Environment note: If the form content needs to sync, keep your network connection available.
2. Adjust contact settings
Entry path: Contacts settings panel
- Review the current settings in the Contacts panel.
- Adjust the available options as needed.
- Check whether each setting matches the current voting requirement.
Success Criteria
- Interface result: The panel shows the updated settings state after changes are made.
- Next action available: You can continue to preview or confirm.
Tips While Using
- Common mistake: If you do not review the settings again after editing, you may need to return and revise them before publishing.
- Environment note: If the setup works with other online settings, sign in to your account before continuing.
3. Preview and confirm the configuration
Entry path: Contacts settings panel → OK
- Preview the current result after finishing the settings.
- Confirm that the contact-related configuration is correct.
- Click OK to finish the action.
Success Criteria
- Interface result: The settings panel closes or shows a completed state.
- Next action available: You can continue editing the vote or move to the next publishing step.
Tips While Using
- Common mistake: If you leave the page without clicking OK, the current changes may not be completed.
- Environment note: If the configuration needs to take effect for respondents, continue by checking the publishing status.