How to Use WPS Form View on Windows

Use WPS Form View through 6 indexed topics in the same table workflow; 6 items are available without membership and 0 items are membership-related.

How-to Index

How-to Guide

1. Create a form view

Entry: Table → + icon on the right side → Form View

1. Open the table in WPS.
2. Click the + icon on the right side of the table.
3. Select Form View.
4. Enter the form editor, where questions are generated from the current table fields.
5. Preview the form and save it.

Success Criteria

• Interface result: the form editor opens and the generated field list is visible.
• What you can do next: continue adjusting fields, required settings, or collection settings.

Tips While Using

• The form view stays connected to the current table.
• It is helpful to confirm the table fields before creating the form.

2. Delete a form field

Entry: Form View → select a field → Remove field

1. Open the 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 selected field no longer appears in the form.
• What you can do next: add other fields or continue adjusting the remaining order.

Tips While Using

• This removes the field from the current form layout, so check whether it is still needed for collection before removing it.

3. Change field order

Entry: Form View → drag handle ⠿ in front of a field

1. Open the form view.
2. Hold the ⠿ handle in front of a 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.
• What you can do next: preview the form and confirm the question flow.

Tips While Using

• Put basic information first and supplementary questions later for a smoother filling experience.

4. Set a required field

Entry: Form View → select a field → Required toggle

1. Open the 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 shown as required.
• What you can do next: respondents cannot submit the form without filling in that field.

Tips While Using

• Mark contact details, identity details, or other key business fields as required when incomplete submissions would cause follow-up work.

5. Add a form field

Entry: Form View → right panel → Questions tab

1. Open the form view.
2. In the right panel, switch to the Questions tab.
3. Click the field you want to add.

Success Criteria

• Interface result: the new field appears in the form.
• What you can do next: set it as required or move it to a different position.

Tips While Using

• Check that the field already exists in the current table so the collected data stays organized in the same structure.

6. Manage common form settings

Entry: Form View → right panel → Settings tab

1. Open the form view.
2. In the right panel, switch to the Settings tab.
3. Adjust the available options as needed, including pausing collection, setting a start time, and setting an end time.

Success Criteria

• Interface result: the settings reflect the current collection needs.
• What you can do next: control when the form starts or stops accepting submissions.

Tips While Using

• If the form should only be open during an event or campaign, set both a start time and an end time.
• Before pausing collection, confirm whether any intended respondents still need to submit.