How to Use WPS Contact Fields on Windows

Use Contact Fields with 3 how-to topics, including creating a contact field, adding contacts, and setting default values; use the index below to jump to each task.

How-to Index

How-to Guide

1. Create a Contact Field

Entry: Click the + button on the right side of the table header → Contact field

1. Click the + button on the right side of the table header.
2. Select the Contact field type from the field list.
3. Select Allow multiple contacts or Allow notifications for newly inserted contacts as needed.
4. Decide whether to turn on Extended Capability. After it is enabled, employee details such as department and direct manager can be synced.
5. Enter the field name and click OK to finish.

Success Criteria

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

Tips While Using

• Common mistake: If you do not choose the Contact field type first, a different field type may be created.
• Environment note: If you want organization details to sync, the related directory information needs to be available.

2. Add Contacts

Entry: Target cell → search for a contact → confirm selection

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

Success Criteria

• Interface result: The selected contact appears in the cell.
• Next action available: Click the cell again to review or adjust the selected contact.

Tips While Using

• Common mistake: If the keyword is too broad, add more of the contact name to narrow the results.
• Environment note: Available contacts depend on the system address book or collaborator list.

3. Set Default Values

Entry: Right-click the 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 use the record creator, choose The person who adds this record.
5. Save the setting. New records then fill the contact field automatically.

Success Criteria

• Interface result: The default value option is saved in field settings.
• Next action available: New records fill the contact field with the preset value automatically.

Tips While Using

• Common mistake: If you close the settings window without saving, the default value does not take effect.
• Environment note: The default contact must exist in the available contact range.