How to Use WPS Currency Field on Windows

Use WPS Currency Field with 4 how-to topics: create a currency field, change the currency symbol, set decimal places, and set a default value; 4 topics are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Create a Currency Field

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

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

Success Criteria

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

Tips While Using

• Common mistake: If you choose the wrong field type, you may need to delete it and create the correct one again.
• Permissions: You need permission to edit fields in the current table.

2. Change the Currency Symbol

Entry path: Right-click the field header → Field Settings → Currency option

1. Right-click the currency field header.
2. Select Field Settings.
3. In the Currency list, choose a symbol such as CNY ¥ or USD $.
4. Close the settings panel or continue with other settings.

Success Criteria

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

Tips While Using

• Common mistake: Changing the symbol updates the display format, not the exchange value of the amount.
• Suggestion: Confirm what kind of amount the field stores before switching the symbol.

3. Set Decimal Places

Entry path: Right-click the field header → Field Settings → Number Format option

1. Right-click the currency field header.
2. Select Field Settings.
3. In Number Format, choose the number of decimal places to keep.
4. Review the updated amount display in the field.

Success Criteria

• Interface result: All amounts in the field display with the same decimal precision.
• Next action: Newly added records continue using the current display rule.

Tips While Using

• Common mistake: Changing decimal places affects display format, not the field’s ability to participate in calculations.
• Suggestion: Keeping a consistent precision is helpful for review and summary work.

4. Set a Default Value

Entry path: Right-click the field header → Field Settings → Default Value option

1. Right-click the currency field header.
2. Select Field Settings.
3. Enter the amount you want in Default Value.
4. Save the setting and create a new record to check the prefilled value.

Success Criteria

• Interface result: New records automatically show the preset amount in this currency field.
• Next action: You can still edit the amount in each individual record when needed.

Tips While Using

• Common mistake: A default value is useful for repeated amounts, but not for records that usually differ.
• Suggestion: Confirm that the preset amount fits most new records before saving it.