How to Initiate and Approve in WPS on macOS

Use Initiate and Approve with 5 how-to topics, including 5 free topics and 0 membership-related topics, and jump from the index to the steps you need.

How-to Index

How-to Guide

1. Start a Request

Entry path: Left navigation page → Workspace icon → Lightweight Approval app icon → Start Request tab

1. Open the Start Request page and select the approval template you want to use.
2. Fill in the approval form content.
3. In the Approval Process area, click Select approver in the Approval section and choose an approver.
4. If you need to copy other people, click Select in the Copy section and choose copied recipients.
5. Confirm the information and click Submit.

Success Criteria

• Interface result: The request is submitted successfully.
• Next action available: You can open My Requests to review the new record.

Tips While Using

• Common mistake: If no approver is selected, the request may not proceed as expected.
• Environment note: Submitting approval requests requires network access and an available account with the right permissions.

2. View My Requests

Entry path: Left navigation page → Workspace icon → Lightweight Approval app icon → My Requests tab

1. Open the My Requests page.
2. Enter a title, number, or body keyword in the search box.
3. Open the sort menu and choose Latest initiated first if needed.
4. Review the Status and Type columns in the list.

Success Criteria

• Interface result: Your submitted approval records appear in the list.
• Next action available: You can continue searching, sorting, and checking request progress.

Tips While Using

• Common mistake: Broad keywords may return too many results, so a title or number is often more efficient.

3. Process Pending My Review Items

Entry path: Left navigation page → Workspace icon → Lightweight Approval app icon → Pending My Review tab

1. Open the Pending My Review page.
2. Enter a title, number, or body keyword in the search box.
3. Open the sort menu and choose Longest waiting first if needed.
4. Select the approval item you want to process from the list.
5. Complete the review action on the details page.

Success Criteria

• Interface result: The selected waiting item opens in the details page.
• Next action available: You can complete the approval action from the details page.

Tips While Using

• Common mistake: Viewing only the list without opening the details page does not complete the review action.
• Permission note: You need the corresponding approval permission for the item.

4. View Copied to Me Records

Entry path: Left navigation page → Workspace icon → Lightweight Approval app icon → Copied to Me tab

1. Open the Copied to Me page.
2. Enter a title, number, or body keyword in the search box.
3. Select Unread only to filter unread copied records.
4. Review the Status and Type columns in the list.

Success Criteria

• Interface result: Related copied records appear in the list.
• Next action available: You can continue filtering unread items and checking status details.

Tips While Using

• Common mistake: If Unread only is not selected, both read and unread records appear together.

5. View Processed Records

Entry path: Left navigation page → Workspace icon → Lightweight Approval app icon → Processed tab

1. Open the Processed tab at the top.
2. On the Processed page, enter a title, number, or body keyword to search completed approval records.

Success Criteria

• Interface result: Processed approval records appear in the list.
• Next action available: You can continue searching and reviewing past items.

Tips While Using

• Common mistake: If you do not switch to the Processed tab first, the search is not limited to processed records.