条件通知/警报
嗨,Smartsheet社区,
我最近在smartsheet博客(//www.santa-greenland.com/comment/46032评论- 46032)戴安娜·拉莫斯友好地回复我,让我知道有条件通知可能很快可用。Diana让我在这里添加一个线程来捕获并指导程序员确保我们的需求被覆盖。
所以让我开始这条线索,并解释我所希望的。
我管理一个表格,我们用它来记录问题,以便我们的外部机构挑选和解决。我们的列(字段)包括:
参考号码
机构状态(机构1 /机构2等,每个机构一栏,标签选择:N/A /草案/新/正在进行/完成TBC /完成)
紧急程度(正常/紧急)
类别(例如饼干/零食/蛋糕)
发行类型(数据/编码)
题目(问题摘要)
描述(更详细)
条形码/标签(特定于机构数据的信息)
建议的截止日期(帮助给出一些指导,我们什么时候需要完成这个-我通常在今天的日期上加10天,但这可能会有所不同)
发起者(通常是我!)
如果我让您参考Status字段,我们可以看到一个简单的流程流,其中If从New到Completed。
可以有一个“Modified”字段,详细说明上次编辑它的人。这是一个自动更新的系统字段。我想要的是将其与基于这些规则的警报功能结合起来。
步骤1)当我(Rod)在表格中添加问题(即进行更改)时,如果该问题仅与代理1相关(即代理2在其字段中设置为N/ a),则向代理1发送通知,而不是向代理2发送通知。
步骤2)当机构1审查问题并回复/添加额外细节(添加附件或向行添加评论)时,应仅向发起者(Rod)发送警报。
步骤3)当我(Rod)回复代理1的评论时,应再次向代理1发送警报(但不向代理2发送警报,因为其设置为N/A)。
第四步)机构可以回复并将其“机构状态”字段从“正在进行”更改为“完成TBC”(待确认)。同样,Rod只会收到一个警告。
步骤5)然后Rod将审查最后的评论并更改为完成特定机构或更改回进行中并添加评论,然后我们将跳转回步骤2并发出相应的警报。
我希望这是有意义的。如果你需要我澄清什么,请告诉我。该机构的电子邮件地址可以是一个组电子邮件地址,也可以是一个特定的电子邮件地址列表(可能有来自该机构的多个人员从他们的端点管理表单)。
仅供参考:我过去曾与许多Smartsheet支持人员(Darren Brady和Kara Lumley等)合作过,我们暂时开发了一个手动解决方案,但这在很大程度上取决于最终用户在远RHS上为特定机构勾选了一个方框。这有它的问题,因为人们经常忘记打勾!我们也调查了第三方,但这带来了复杂性、数据共享问题和额外的成本影响。
感谢所有提前输入到这个线程。
杆Pestell
评论
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肯尼迪跺 员工
嗨,Rod——感谢你对工作流程的全面概述!正如Diana提到的,我们希望尽快实现一些条件通知功能。我不能确定可用的功能将完全覆盖您的工作流程,但看起来您概述的步骤肯定会被这个功能简化,当它可用时。感谢您抽出时间与我们的团队分享!
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斯蒂芬妮·泰勒 ✭✭✭✭✭✭
我希望看到有条件的通知,更好的是,我真的希望在“提醒”中有一些具体的内容(例如……让我们降低提醒的频率(类似于通知——立即,每小时,每天或每周)
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格温妮丝C ✭✭✭✭✭✭
你好,
如前所述,我们正在积极开发此功能。如果你有十分钟的空闲时间,我们希望你能参与我们正在进行的可用性研究。
欲了解更多信息,请参阅以下公告:
https://community.smartsheet.com/announcement/weigh-smartsheets-next-strategic-feature
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伊恩 ✭
新的有条件通知将于何时发出?
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J.克雷格·威廉姆斯 ✭✭✭✭✭✭
我最后看到的是Q1
克雷格
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杆Pestell ✭
你好,
ooooooooooo,条件提醒!!hoooorrraayyyyyyy ! !Yipppeeeee ! !
现在我可以让我的床单正常工作了。
干得好!!-现在让乐趣开始吧!!
类别
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The issue is it doesn't know whether to check the box or not check the box because there are multiple ORD0241 on the Request sheet and one is checked and one is not checked. If I am understanding correctly you want the box checked if any of the ORD0241 are checked on the request sheet. If that is correct you would need to use a countifs formula with an If formula<\/p>
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