How to Use WPS Data Management on Windows

Use Data Management with 4 how-to topics, including opening the Data Management page and viewing approval data; choose a topic from the index and follow the entry path and steps; 4 items are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Open the Data Management page

Entry path: Workbench → Light Approval → Admin Console → Data Management

1. Click Workbench in the left navigation pane.
2. Find and open Light Approval in the app list.
3. Click Admin Console at the top of the Light Approval page.
4. Click Data Management in the left navigation panel.
5. Confirm that the Data Management, Export Records, and Batch Export tabs are visible.

Success Criteria

• Interface result: You are on the Data Management page in the Light Approval admin console.
• What you can do next: You can switch to Data Management, Export Records, or Batch Export.

Tips While Using

• Common mistake: If you open Light Approval but do not click Admin Console, you stay on the regular business page.
• Environment note: Your account needs permission to access the Light Approval admin console.

2. View approval data

Entry path: Light Approval Admin Console → Data Management → Data Management tab

1. Click the Data Management tab at the top of the page.
2. Find the Template Name filter at the top.
3. Search for or select an approval template.
4. Review the listed fields, including approval number, approval status, creation time, current approver, action, and approval name.
5. If the page shows No data, please configure filter conditions first, select a template and check the list again.

Success Criteria

• Interface result: The list shows approval records for the selected template.
• What you can do next: You can continue reviewing fields or switch to another tab.

Tips While Using

• Common mistake: If no template is selected, the list may not display approval data.
• Environment note: Data is filtered separately for each template.

3. Check export records

Entry path: Light Approval Admin Console → Data Management → Export Records tab

1. Click the Export Records tab at the top of the page.
2. Review the retention notice shown at the top.
3. Check the fields for File Name, Export Status, Creation Time, Operator, and Action.
4. If a file is available, use the page action to download the export result.
5. If the page shows No data, there are currently no export task records to review.

Success Criteria

• Interface result: You can see either the export task list or a no-data message.
• What you can do next: You can download a completed export file or return to Batch Export to start a new task.

Tips While Using

• Common mistake: Waiting too long to download older files may cause you to miss the retention window.
• Environment note: Export records are kept for the most recent 180 days.

4. Batch export approval data

Entry path: Light Approval Admin Console → Data Management → Batch Export tab

1. Click the Batch Export tab on the Data Management page.
2. Select the export conditions and template scope as prompted on the page.
3. Confirm the export settings and submit the export task.
4. After submission, switch to Export Records to check the task status.
5. When the task is complete, download the export file from Export Records.

Success Criteria

• Interface result: The export task is submitted successfully and appears in Export Records.
• What you can do next: You can download the file after completion and archive it locally.

Tips While Using

• Common mistake: Submitting the task before checking the template scope and export conditions.
• Environment note: Export results are reviewed and downloaded from Export Records.