How to Use WPS Currency Field on Windows

Use WPS Currency Field with 4 how-to topics, including creating a field, setting the currency symbol, setting decimal places, and setting a default value; choose a topic from the index and follow the steps.

How-to Index

How-to Guide

1. Create a Currency Field

Entry path: + button on the table header → Field Type drop-down 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 Confirm to finish.

Success Criteria

• Interface result: A new currency field column appears in the table.
• What you can do next: You can continue to set the currency symbol, decimal places, or a default value.

Tips While Using

• Common mistake: If you choose another field type by mistake, delete it and create a Currency Field again.
• Environment note: You need permission to edit fields in the current Multi-Dimensional Table.

2. Set the Currency Symbol

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

1. Right-click the Currency Field title.
2. Select Field Settings.
3. Choose a currency in the Currency drop-down list, such as RMB (¥) or USD ($).

Success Criteria

• Interface result: Amounts in the field display with the selected currency symbol.
• What you can do next: You can continue entering amounts or switch to another currency later.

Tips While Using

• Common mistake: Changing the currency symbol affects display format only and does not change the stored numeric value.

3. Set Decimal Places

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

1. Right-click the Currency Field title.
2. Select Field Settings.
3. In Number Format, choose the number of decimal places to keep.
4. Save the setting and review the display result.

Success Criteria

• Interface result: Amounts in the field display with the selected decimal precision.
• What you can do next: Future entries continue to use the current format.

Tips While Using

• Common mistake: Decimal-place settings mainly affect display and do not stop the field from being used in calculations as a numeric field.

4. Set a Default Value

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

1. Right-click the Currency Field title.
2. Select Field Settings.
3. Enter a default amount in Default Value.
4. Create a new record and check whether the value is filled automatically.

Success Criteria

• Interface result: New records show the preset amount automatically in the field.
• What you can do next: You can keep the default value or edit it for a specific record.

Tips While Using

• Common mistake: The default value applies to records created later and does not overwrite existing records automatically.