How to Use WPS Contacts on macOS

Use Contacts with 3 how-to topics; 3 are available without membership and 0 are membership-related, covering opening the Contacts entry, adjusting settings, and previewing before saving.

How-to Index

How-to Guide

1. Open the Contacts entry

Entry path: Form Editor → Survey → Contacts

1. Open the Smart Forms editing page.
2. In the left navigation pane, select Survey.
3. Find Contacts and open it.

Success Criteria

• The Contacts editing area is visible.
• You can continue to review or edit contact settings.

Tips While Using

• If you are not in the Survey module, the Contacts entry may not appear.
• Make sure the current form is editable.

2. Adjust contact settings

Entry path: Contacts panel

1. Review the current settings in the Contacts panel.
2. Adjust the contact-related content you need.
3. Check that the settings match the purpose of the current survey.

Success Criteria

• The updated settings are shown in the Contacts panel.
• You can continue to preview or save the result.

Tips While Using

• Review each item before saving so the displayed content matches your expected result.

3. Preview and save the result

Entry path: Contacts panel → Preview / Confirm

1. Preview the result after you finish editing the contact settings.
2. Confirm that the displayed content is correct.
3. Click Confirm to finish the action.

Success Criteria

• The updated settings are confirmed and saved.
• You can return to the survey and continue editing other content.

Tips While Using

• Do not skip the preview step before confirming the change.
• Some changes may apply to new submissions after the form is published.