工作流程自动化-复制到另一个工作表。
好的,我在Smartsheet中建立了一个任务列表表。我还建立了一个单独的表格,叫做例行程序。这个想法是通过自动化(复制行),当一个例行任务即将完成时,它将自动(并且重复地)添加到我的任务列表中。
例程表看起来像这样(任务和分配给编辑的列):
在这张表上,开始日期通过一个公式自动更新——每天午夜更新每日任务,每周午夜更新一次每周任务等等。
我已经添加了一个自动化的工作流,看起来像这样:
一旦达到行的开始日期,该行应复制到任务列表中。但它不会,至少不会重复,它似乎只复制一次,也就是我第一次运行自动化。
那么我做错了什么呢?
答案
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她名叫Stara ✭✭✭✭✭✭
我希望你一切安好!
你能更详细地描述一下你的过程吗分享表格/表格副本或一些截图?(在分享之前删除/替换任何机密/敏感信息)这样更容易提供帮助。(分享,(电子邮件保护))
我希望这对你有帮助!
注意安全,祝你度过美好的一周!
最好的
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BullandKhmer ✭✭✭✭✭
我已经将相关信息的截图复制到我的原始消息Andree中。
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保罗新来的 ✭✭✭✭✭✭
可能是公式中的TODAY函数没有更新(如预期的那样),直到工作表被激活。插入一个日期类型列,并根据您选择的非空白列,在此新列中设置“记录日期”自动化,使其每天运行。这将“强制”任何公式中的TODAY函数更新,从而更新应该触发复制行自动化的日期。
thinkspi.com
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BullandKhmer ✭✭✭✭✭
这很聪明,也很有见地。从本质上讲,你的意思是,除非我打开智能表,否则TODAY功能可能不会激活,因此行不会按照自动化传输。
但是,如果我在助手列中设置“记录日期”自动化,这可能会强制执行today函数。好吧,我试试。
谢谢,如果这个工作将报告回来。
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保罗新来的 ✭✭✭✭✭✭
基本上是的。
更多的细节:
TODAY功能仅在工作表被“激活”时更新。这可能来自表单提交、某种类型的自动化更改(记录日期解决方案)、更新请求、批准请求,当然还有实际打开的工作表本身。
由于工作表不是“今天”激活的,那么这些日期仍然可能是昨天的日期。当您的日常自动化运行时,它找不到包含今天日期的行,因此找不到要复制的行。
“记录日期”自动“激活”工作表,从而更新日期,因此只要“记录日期”在复制行之前运行,那么您就可以开始了。
thinkspi.com
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BullandKhmer ✭✭✭✭✭
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她名叫Stara ✭✭✭✭✭✭
这可能会有所帮助。
请看看我下面的帖子,我开发了一种每天更新表格的方法。
更多信息:
这样行吗?
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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。
-
BullandKhmer ✭✭✭✭✭
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她名叫Stara ✭✭✭✭✭✭
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
我相信这可能与您的时区有关-我可以在您的工作流程中看到时区设置为太平洋/奥克兰。
TODAY()函数是基于当前的在太平洋时间,这就是为什么当你需要它的时候它可能没有更新…然而,自动化将在您设置的时间触发,基于你的时区。
正因为如此,我同意如果您在公式中引用工作流输入到工作表的日期,这可能有助于解决问题!您希望引用单元格[像这样]@row,而不是在{交叉表引用}中。
欢呼,
吉纳维芙
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保罗新来的 ✭✭✭✭✭✭
@Genevieve P。我看到扳机的时候也是这么想的。再向下滚动一点,看到你已经确认了。谢谢!
@BullandKhmer唯一的“捕获”是,您将希望添加另一个记录添加新行(立即触发)的日期的日期。如果您添加的新行中只有当前记录(日期自动化),则在该日期列中将没有任何内容,直到下一个日期/周期。即使在为添加一行添加了另一个工作流之后,您的公式仍然不准确,直到您保存工作表并触发第二个记录日期。
thinkspi.com
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BullandKhmer ✭✭✭✭✭
@Genevieve P。@Paul新来的你们太棒了。谢谢,我今晚做个测试。
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保罗新来的 ✭✭✭✭✭✭
类别
Hi @moraki<\/a> <\/p> There currently isn't a way to remove the Reply button or the reply-to email function for @mentions in Smartsheet. (Here's the Help Article on this functionality: Using @mentions in comments<\/a>)<\/p> Please submit your feature request to the Product team by creating an Idea Post<\/strong> in the Smartsheet Product Feedback and Ideas topic<\/a> here in the Community. This will allow other users to vote on your enhancement idea!<\/p> Cheers,<\/p> Genevieve<\/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":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":441,"urlcode":"comments-and-conversations","name":"Comments and Conversations"},{"tagID":510,"urlcode":"email-notifications","name":"Email Notifications"}]},{"discussionID":106398,"type":"question","name":"Is there a way to send a multiple-row update request that allows multiple (as-you-go) submissions?","excerpt":"New user and new to the community. 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