更新请求自动化
你好,
我需要帮助,可以编辑更新请求吗?
当自动发送更新请求时,是否有可能只选择其中的一些列,这样销售人员就不会得到全行的列,而只得到他们必须更新的5或6列?
希望你能理解?
我知道如果您发送一个单独的更新请求,您可以编辑需要更新的列。我不需要每次都编辑它。
谢谢你!
评论
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她名叫Stara ✭✭✭✭✭✭
你好,
如果它是一个自动更新请求,您可以在请求的高级选项中编辑它。
有意义吗?
希望这对你有帮助!
祝你周末愉快!
最好的
她名叫Stara
工作流程顾问@完成咨询
智能表专家顾问兼合伙人
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请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。
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吉纳维芙P。 员工管理
你好,
我知道你正在寻找编辑你的自动更新请求,所以它只发送某些列,而不是整行。正如andrsame所提到的,是的,这是可能的!
要进入“高级选项”部分,单击“管理自动化”,然后单击更新请求右上角的小箭头。从下拉菜单中选择“编辑”。然后,在带有电子邮件地址的“请求更新”部分,单击右角上的三个垂直点。在这里,您可以选择每次运行自动化时要发送的列。
这个视频可以在我们的学习中心找到,在这里:https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests.
谢谢!
吉纳维芙
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jc98596 ✭
非常感谢你们!
我的自动化发生了一些奇怪的事情。
它工作了一个星期,然后就停了。
我把所有的销售线索都写在一张纸上了。然后我为每个人做了一个自动化。当下一个操作日期是今天和下一个操作日期是过去时发送更新请求。但只对特定的销售人员,如果他的名字在队列中。
然后它就停了,这可能是什么?
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她名叫Stara ✭✭✭✭✭✭
很乐意帮忙!
尝试停用自动化,然后再次激活它们,并尝试克隆它们,看看是否有效。
那有用吗?
智能表专家顾问兼合伙人
W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35
请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。
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jc98596 ✭
谢谢,但那没有用。
还能是什么呢?
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她名叫Stara ✭✭✭✭✭✭
很乐意帮忙!
首先,确保你已经允许自己在个人设置中正确接收通知(圆圈/个人资料在右上角),然后检查权限。设置自动化。(自动化概述中右上角的齿轮)
这有用吗?
智能表专家顾问兼合伙人
W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35
请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。
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吉纳维芙P。 员工管理
你好,
从你的屏幕截图中可以看到,你有一个工作流要运行,“下一个操作日期”是“过去的”。和“今天”。这意味着它会寻找“下一步行动日期”何时同时具备这两个条件。
我会尝试改变蓝色。”和“到一个。”或“(通过点击它),这样工作流就可以在日期过去或今天运行。
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莎拉·汤普森 ✭
嗨,吉纳维芙,
我有一个问题。我无法获得高级选项来显示我的所有列。它会在某个数字之后停止吗?这是一张相当大的纸。谢谢!
莎拉
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吉纳维芙P。 员工管理
你好,萨拉,
谢谢你让我们注意到这一点!我们最近收到一些报告,自动化工作流中的下拉列列表最多达到97列,这不是预期的行为。我们的产ob欧宝娱乐app手机下载品团队目前正在调查这个问题,一旦有任何更新,我会与您联系。
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