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

  • Hollie绿色
    Hollie绿色 ✭✭✭✭✭
    编辑05/25/23 ✓回答

    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

That is exactly it. Is the \"Their Own Perspective\" the broken one? Basically... You have to be logged in to Smartsheet for Smartsheet to know who is viewing the report so that it can provide the correct \"perspective\".<\/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":265,"urlcode":"Reports","name":"Reports"},{"tagID":292,"urlcode":"Dashboards","name":"Dashboards"}]},{"discussionID":105943,"type":"question","name":"Shift or ALT to go to next line.","excerpt":"I have 2 account. In one account, within a cell, to go to the next line I have to click ALT-Enter, similar to Excel. In the other account, I only have to hit Enter as in any other text editor in the world. Is there a way to control that feature??","categoryID":321,"dateInserted":"2023-06-02T11:52:35+00:00","dateUpdated":null,"dateLastComment":"2023-06-02T12:44:34+00:00","insertUserID":53726,"insertUser":{"userID":53726,"name":"Bob Schecter","url":"https:\/\/community.smartsheet.com\/profile\/Bob%20Schecter","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2018-07\/87\/82\/n8782d4ef7de9e001f4e9ea02dcc572c4.png","dateLastActive":"2023-06-02T13:08:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":53726,"lastUser":{"userID":53726,"name":"Bob Schecter","url":"https:\/\/community.smartsheet.com\/profile\/Bob%20Schecter","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2018-07\/87\/82\/n8782d4ef7de9e001f4e9ea02dcc572c4.png","dateLastActive":"2023-06-02T13:08:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":25,"score":null,"hot":3371419629,"url":"https:\/\/community.smartsheet.com\/discussion\/105943\/shift-or-alt-to-go-to-next-line","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/105943\/shift-or-alt-to-go-to-next-line","format":"Rich","lastPost":{"discussionID":105943,"commentID":378530,"name":"Re: Shift or ALT to go to next line.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/378530#Comment_378530","dateInserted":"2023-06-02T12:44:34+00:00","insertUserID":53726,"insertUser":{"userID":53726,"name":"Bob Schecter","url":"https:\/\/community.smartsheet.com\/profile\/Bob%20Schecter","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2018-07\/87\/82\/n8782d4ef7de9e001f4e9ea02dcc572c4.png","dateLastActive":"2023-06-02T13:08:19+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":"2023-06-02T12:25:39+00:00","dateAnswered":"2023-06-02T12:25:09+00:00","acceptedAnswers":[{"commentID":378518,"body":"

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":[]}">

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