工作流程审批矩阵
我想知道是否有人知道什么时候创建一个自动化的工作流来批准,如果有一种方法(如果有的话)来设置一个遵循路径的标准。
例如,如果有人要求支付6.6万英镑,则需要转到审批人1级、审批人2级和审批人3级,但不能再高了。
是否有一种方法可以设置一个标准来说明单元格值“金额”是否小于66,000.01,仅发送给1级,2级和3级审批?
提前感谢!☺️
最佳答案
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Hollie绿色 ✭✭✭✭✭
是的,当创建工作流时,在触发器下面有一个添加条件的选项,你只需要设置你的条件。一旦您选择了一个条件,它就为您提供了创建下一个条件的其他选项。
由于工作流不允许使用公式,因此您需要一个辅助列来指示金额是大于还是小于,以便在条件中指示。
答案
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Hollie绿色 ✭✭✭✭✭
是的,当创建工作流时,在触发器下面有一个添加条件的选项,你只需要设置你的条件。一旦您选择了一个条件,它就为您提供了创建下一个条件的其他选项。
由于工作流不允许使用公式,因此您需要一个辅助列来指示金额是大于还是小于,以便在条件中指示。
类别
I just tested it in a few of my other accounts and can't replicate. I would suggest keeping quiet in case they decide to \"fix the bug\". Haha.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":105908,"type":"question","name":"Is it possible to show all or selected sheet rows on a form?","excerpt":"I am tasked to show all active rows from a sheet in a Smartsheet form where users can select which one they want to de-activate and provide business reasons and justifications. Is this possible?","categoryID":321,"dateInserted":"2023-06-01T17:18:30+00:00","dateUpdated":"2023-06-01T17:51:02+00:00","dateLastComment":"2023-06-02T12:03:14+00:00","insertUserID":160974,"insertUser":{"userID":160974,"name":"molson","title":"Data Analyst","url":"https:\/\/community.smartsheet.com\/profile\/molson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-01T23:32:47+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-02T14:50:08+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":40,"score":null,"hot":3371350304,"url":"https:\/\/community.smartsheet.com\/discussion\/105908\/is-it-possible-to-show-all-or-selected-sheet-rows-on-a-form","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/105908\/is-it-possible-to-show-all-or-selected-sheet-rows-on-a-form","format":"Rich","tagIDs":[204],"lastPost":{"discussionID":105908,"commentID":378503,"name":"Re: Is it possible to show all or selected sheet rows on a form?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/378503#Comment_378503","dateInserted":"2023-06-02T12:03:14+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-02T14:50:08+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-01T23:32:45+00:00","dateAnswered":"2023-06-01T18:08:53+00:00","acceptedAnswers":[{"commentID":378368,"body":"
There are a few ways to do this. <\/p>
<\/p>
1) You would need to set up a Data Shuttle workflow to export the column containing the Row ID as an excel doc. You would want to include a filter in the workflow to only pull rows that are active. Then you would need to set up a second Data Shuttle workflow to update the dropdown values in the column where the user can select the Row ID they want to deactivate.<\/p>
<\/p>
2) You could use a Dynamic View.<\/p>
<\/p>
3) You can use a report to show only rows that are active and drop that onto a dashboard alongside a form that allows free text for the Row ID they want to deactivate.<\/p>"},{"commentID":378406,"body":"
I personally prefer Dynamic View.<\/p>
<\/p>
You can use a Web Content widget and drop the form URL in. I would suggest setting the form to automatically refresh after submission.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":204,"urlcode":"Forms","name":"Forms"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">