How to Use WPS Automation Process on Windows

Use WPS Automation Process with 2 how-to topics, including Create an Automation Workflow from a Template and Create a Blank Automation Workflow; choose a topic from the index and follow the steps.

How-to Index

How-to Guide

1. Create an Automation Workflow from a Template

Entry path: In the target Bitable, go to Automation Process in the upper-right area → Workflow Templates tab

1. Open the target Bitable and click Automation Process in the upper-right area.
2. Select the Workflow Templates tab.
3. Choose the preset workflow template you want.
4. Adjust the template parameters.
5. Click Save and Enable to finish setup.

Success Criteria

• Interface result: The selected workflow appears in the automation workflow list.
• What you can do next: The workflow shows as enabled and can be reviewed or adjusted further.

Tips While Using

• Common mistake: Enabling a template before adjusting key parameters may cause the workflow to mismatch the current business process.
• Environment note: It is recommended to save and enable workflows with a stable internet connection.

2. Create a Blank Automation Workflow

Entry path: In the target Bitable, go to Automation Process in the upper-right area → Workflow Management tab → Create Blank Workflow

1. Open the target Bitable and click Automation Process in the upper-right area.
2. Select the Workflow Management tab.
3. Click Create Blank Workflow.
4. Set the trigger conditions and actions.
5. Click Save and Enable in the upper-right area to complete the setup.

Success Criteria

• Interface result: The new workflow is saved and appears in the workflow management list.
• What you can do next: You can continue editing trigger conditions, actions, or run details.

Tips While Using

• Common mistake: Trigger conditions that are too broad or too narrow may cause the workflow to run too often or not run at all.
• Environment note: You need editing permission for the target Bitable.