How to Initiate and Approve in WPS on Windows

Use Initiate and Approve with 5 how-to topics, including 5 free topics and 0 membership-related topics, and jump to each task from the index below.

How-to Index

How-to Guide

1. Start a Request

Entry path: Left navigation pane → Workspace → Lightweight Approval → Start Request

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

Success Criteria

• Interface result: A new approval request record appears after submission.
• Next action: You can go to My Requests to check its status.

Tips While Using

• Common mistake: If no approver is selected, the request cannot move through the approval flow as expected.
• Environment note: Make sure your network connection is stable before submitting.

2. View My Requests

Entry path: Left navigation pane → Workspace → Lightweight Approval → My Requests

1. Open the My Requests page.
2. Enter a title, number, or body text in the search box.
3. Open the sort menu and choose the sorting method you need.
4. Review the Status and Type columns in the list.

Success Criteria

• Interface result: The list shows matching request records.
• Next action: You can open a target request to review details or track progress.

Tips While Using

• Common mistake: Broad search conditions may return too many results, so using a title or number can help narrow the list.

3. Process Pending for Me

Entry path: Left navigation pane → Workspace → Lightweight Approval → Pending for Me

1. Open the Pending for Me page.
2. Enter a title, number, or body text in the search box to find the target request.
3. Choose a sorting method such as Longest Waiting First when needed.
4. Click the approval request you want to handle in the list.
5. Complete the approval action on the details page.

Success Criteria

• Interface result: The target approval opens normally in the details page.
• Next action: You can complete the approval action there.

Tips While Using

• Common mistake: Reviewing only the list without opening the details page does not complete the approval action.

4. View Copied to Me

Entry path: Left navigation pane → Workspace → Lightweight Approval → Copied to Me

1. Open the Copied to Me page.
2. Enter a title, number, or body text in the search box.
3. Select Unread Only if you want to focus on unread records.
4. Review the Status and Type columns in the list.

Success Criteria

• Interface result: The list shows copied records and can be filtered by condition.
• Next action: You can open a record to review details.

Tips While Using

• Common mistake: If Unread Only is not selected, unread records may be mixed with older history.

5. View Processed

Entry path: Left navigation pane → Workspace → Lightweight Approval → Processed

1. Click the Processed tab at the top.
2. Enter a title, number, or body text in the search box to find processed items.
3. Review the matching approval history records.

Success Criteria

• Interface result: The list shows processed approval items.
• Next action: You can continue reviewing historical approval content.

Tips While Using

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