How to Use WPS Form View on macOS

Use WPS Form View with 6 how-to topics, including 6 free topics and 0 membership-related topics, and jump from the index to the steps you need.

How-to Index

How-to Guide

1. Create a form view

Entry: Table → “+” icon → Form View

1. Open your spreadsheet table.
2. Click the “+” icon on the right side of the table.
3. Select Form View.
4. Open the form editor. The questions are generated from the fields in the current table view.
5. Preview the form and save it.

Success Criteria

• Interface result: the form editor opens and shows questions generated from the current fields.
• Next action available: you can continue adding, removing, reordering, or configuring fields.

Tips While Using

• Common mistake: if the current table fields are not organized first, the generated form will reflect that field structure.
• Environment note: it is recommended to stay online for preview and later sharing.

2. Remove form fields

Entry: Form View → select a field → Remove Field

1. Open Form View.
2. Click the field you want to remove.
3. Click Remove Field on the right side.
4. Finish the removal.

Success Criteria

• Interface result: the removed field no longer appears in the current form.
• Next action available: you can continue editing other fields or preview the form.

Tips While Using

• Common mistake: confirm that you selected the intended question before removing it from the form.

3. Reorder form fields

Entry: Form View → drag handle before a question

1. Open Form View.
2. Hold the drag handle before the question.
3. Drag the field to the target position and release it.

Success Criteria

• Interface result: the field order updates to match the new arrangement.
• Next action available: you can continue setting required fields or previewing the form.

Tips While Using

• Common mistake: confirm the target position before dropping the field so the filling order stays clear.

4. Set required fields

Entry: Form View → select a field → Required toggle

1. Open Form View.
2. Click the field you want to configure.
3. Turn on the Required toggle on the right side.

Success Criteria

• Interface result: the field is marked as required.
• Next action available: respondents must complete this question before submission.

Tips While Using

• Common mistake: prioritize identity, contact, or other key business fields when deciding what should be required.

5. Add form fields

Entry: Form View → right panel → Questions

1. Open Form View.
2. In the right panel, open the Questions tab.
3. Click the field you want to add.

Success Criteria

• Interface result: the new field is added to the current form.
• Next action available: you can reorder it, mark it as required, or remove it.

Tips While Using

• Common mistake: check whether the field is appropriate for external respondents before adding it.

6. Adjust common form settings

Entry: Form View → right panel → Settings

1. Open Form View.
2. In the right panel, open the Settings tab.
3. Adjust the settings you need, including pause collection, start time, and end time.

Success Criteria

• Interface result: the settings reflect your current collection plan.
• Next action available: you can control when the form starts or stops accepting submissions.

Tips While Using

• Common mistake: confirm the collection window before setting a start time or end time.
• Environment note: if the form will be shared online, preview it again after changing settings.