How to Use WPS Contact Fields on macOS

Use WPS Contact Fields on macOS with 3 how-to topics, all available without membership; start from the index to create a field, add contacts, or set default values.

How-to Index

How-to Guide

1. Create a Contact Field

Entry path: Header right-side “+” button → Contact field

1. Click the “+” button on the right side of the table header.
2. Select Contact from the field type list.
3. Turn on Allow selecting multiple contacts or Allow sending notifications to newly inserted contacts as needed.
4. Decide whether to enable extended details. When enabled, employee department, direct manager, and related details can sync automatically.
5. Enter a field name and click OK to finish.

Success Criteria

• Interface result: the new contact field appears in the table header.
• Next action available: clicking a cell in that field opens the contact picker.

Tips While Using

• Common mistake: saving before confirming the field name, then needing to reopen settings to rename it.
• Environment note: if organization directory information is incomplete, the available contact range may be affected later.

2. Add Contacts

Entry path: Target cell → Search contacts → Select and confirm

1. Click the target cell to open the contact picker.
2. Enter a contact name or keyword in the search box.
3. Select the target contact from the results.
4. The selected contact is linked to the system directory automatically.

Success Criteria

• Interface result: the selected contact appears in the cell.
• Next action available: you can continue editing other fields, or add more contacts if multi-select is enabled.

Tips While Using

• Common mistake: using a keyword that is too broad, which makes the result list harder to narrow down.
• Environment note: keep the network connected and make sure the contact is within the collaboration scope.

3. Set a Default Value

Entry path: Right-click field title → Field Settings → Default Value

1. Right-click the contact field title and select Field Settings.
2. Open the Default Value drop-down list.
3. To use a fixed contact, choose Specified person and search for the target contact.
4. To fill in the record creator automatically, choose The person who adds this record.
5. Save the setting. New records will use the default contact automatically.

Success Criteria

• Interface result: the default value option is saved in field settings.
• Next action available: when you add a new record, the contact field fills in the preset value automatically.

Tips While Using

• Common mistake: setting a default value without testing it in a new record.
• Environment note: the default value depends on the contact being recognized and accessible.