How to Use WPS Business Field Type on Windows

Use WPS Business Field Type through 4 how-to topics in WPS Multi-Dimensional Table; all 4 are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Open the Business Field area

Entry path: Click the Add Field plus button → open the Field Type drop-down list → find the Business Field area

1. Open the Multi-Dimensional Table that you want to edit.
2. Click the Add Field button with the plus sign in the table toolbar.
3. Open the Field Type drop-down menu.
4. Find the Business Field area in the list.

Success Criteria

• Interface result: The Business Field area appears in the field type menu.
• Next action available: You can continue selecting a field type from that area.

Tips While Using

• Common mistake: If you do not have edit permission for the current table, you may not be able to add a field.
• Environment note: You need to be in the editable table view of WPS Multi-Dimensional Table.

2. Choose a common business field type

Entry path: Select a target field inside the Business Field area

1. After opening the Business Field area, review the available field types.
2. Choose the field you need, such as Currency, Progress, Rating, Percentage, Hyperlink, Cascading Options, Phone, Email, Checkbox, or Barcode.
3. Click the target field type to create it.

Success Criteria

• Interface result: A new field is added to the current table.
• Next action available: You can start entering data that matches that field type.

Tips While Using

• Common mistake: Choosing the wrong field type can affect later data entry, so confirm the data purpose before creating the field.

3. Match field types to business data

Entry path: Choose the field type according to the kind of data you want to store

1. Choose Currency for amount data.
2. Choose Progress or Percentage for completion rates or task advancement.
3. Choose Hyperlink for website addresses or cloud document links.
4. Choose Phone or Email for contact information.
5. Choose Checkbox for yes or no status.
6. Choose Barcode when the data needs to be scanned.

Success Criteria

• Interface result: The selected field type matches the business data you want to manage.
• Next action available: Later viewing, filtering, and entry become clearer.

Tips While Using

• Common mistake: Storing links or contact details in a plain text field can reduce clarity and later usability.

4. Change an existing field type

Entry path: Adjust the type setting of an existing field

1. Find the business field that has already been created.
2. Open the field type settings for that field.
3. Select a new field type.
4. Confirm the change and check how the data is displayed afterward.

Success Criteria

• Interface result: The field switches to the new type.
• Next action available: You can continue entering or organizing data with the updated field type.

Tips While Using

• Common mistake: Although a field can be changed to another type, some specific data may be lost after conversion.
• Environment note: Check whether the existing data fits the new field type before changing it.