How to Use WPS Currency Field on macOS

This section includes 4 how-to topics for WPS Currency Field on macOS; all 4 are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Create a Currency Field

Entry: + button on the right side of the table header → Field Type list → Currency

1. Click the + button on the right side of the table header.
2. Select Currency from the field type list.
3. Enter a field name.
4. Click OK to finish creating the field.

Success Criteria

• Interface result: A new currency field column appears in the table.
• Next action available: You can open field settings and continue with symbol, decimal, or default value changes.

Tips While Using

• Common mistake: If you choose the wrong field type, you may need to recreate the field or adjust the field settings.
• Environment note: Make sure the table is editable before you start.

2. Set the Currency Symbol

Entry: Right-click the field title → Field Settings → Currency

1. Right-click the currency field title.
2. Select Field Settings.
3. Choose the currency you need in the Currency list, such as ¥ or $.

Success Criteria

• Interface result: Values in the field display with the selected currency symbol.
• Next action available: You can continue entering amounts or switch to another symbol later.

Tips While Using

• Common mistake: Changing the symbol changes the display format only. It does not convert exchange rates automatically.

3. Set Decimal Places

Entry: Right-click the field title → Field Settings → Number Format

1. Right-click the currency field title.
2. Select Field Settings.
3. Choose the number of decimal places you want in Number Format.
4. Confirm the setting and review the display result.

Success Criteria

• Interface result: Amounts in the field display with a consistent number of decimal places.
• Next action available: New and edited values continue to follow the same display rule.

Tips While Using

• Common mistake: Changing decimal display does not remove the field's numeric calculation behavior.

4. Set a Default Value

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

1. Right-click the currency field title.
2. Select Field Settings.
3. Enter the default amount in Default Value.
4. Save the setting and create a new record to verify it.

Success Criteria

• Interface result: New records automatically show the default amount in this field.
• Next action available: You can still edit the amount manually for individual records.

Tips While Using

• Common mistake: The default value affects new records only and does not rewrite existing records in bulk.