How to Use WPS Customize Workbench on Windows

Use Customize Workbench through 5 task topics covering page access, workbench creation, sorting management, general settings, and publish-and-enable preparation; use the How-to Index to jump to each section.

How-to Index

How-to Guide

1. Open the Customize Workbench page

Entry path: Enterprise admin console → Left navigation pane → Customize Workbench

1. Open the enterprise admin console.
2. In the left navigation pane, click Customize Workbench.
3. Review the four-step flow on the page: Create Workbench, Configure Workbench, Publish Workbench, and Enable Workbench.

Success Criteria

• Interface result: The Customize Workbench management area and the four-step flow are visible.
• Next action available: You can continue to create a workbench or open other settings.

Tips While Using

• Enterprise admin permissions are required.
• A normal network connection is required to open the page.

2. Create a workbench

Entry path: Customize Workbench page → Create Workbench

1. On the Customize Workbench page, click Create Workbench.
2. In the dialog box, enter a workbench name. The name can contain up to 50 characters.
3. In Visibility Scope, add members or departments.
4. In Enabled Views, select Desktop View or Mobile View.
5. Click OK to finish creation.

Success Criteria

• Interface result: The new workbench appears in the workbench list.
• Next action available: You can continue to configure, publish, and enable the workbench.

Tips While Using

• Use a workbench name that members can recognize easily.
• If a view is not enabled, that client will not display the workbench.

3. Set sorting management

Entry path: Customize Workbench page → Sorting Management

1. On the Customize Workbench page, click Sorting Management.
2. In the dialog box, select Allow employees to customize sorting so employees can adjust app order in the workbench.
3. If needed, select Allow employees to hide workbenches so employees can hide workbenches they do not need.
4. Click OK to save the settings.

Success Criteria

• Interface result: The sorting management settings are saved successfully.
• Next action available: Employees can later reorder or hide workbenches within the allowed scope.

Tips While Using

• Turning this on increases flexibility on the employee side.
• It is helpful to confirm internal display rules before enabling it.

4. Set general settings

Entry path: Customize Workbench page → General Settings

1. On the Customize Workbench page, click General Settings.
2. In the dialog box, choose Tab Switching or Drop-down Switching.
3. Click OK to save the setting.

Success Criteria

• Interface result: The display mode for multiple workbenches is updated to the selected option.
• Next action available: Members can later switch between workbenches with the new display mode.

Tips While Using

• When there are many workbenches, drop-down switching is easier to manage in one place.
• When there are fewer workbenches, tab switching is more direct.

5. Complete publish and enable preparation

Entry path: Workflow prompts on the Customize Workbench page

1. After creating a workbench, continue to the Configure Workbench step.
2. After finishing the required configuration, run Publish Workbench.
3. After publishing, continue to Enable Workbench.
4. Confirm that the correct Desktop View or Mobile View option is selected.

Success Criteria

• Interface result: The workbench completes the follow-up flow after creation.
• Next action available: Eligible members can see the workbench in the corresponding client.

Tips While Using

• Creating a workbench alone does not make it appear in the client.
• You need to complete configuration, publishing, and enabling in sequence.