是否有办法在提交并签名后添加文本和签名?
我的团队正在开发部门和IT部门之间的风险接受流程。我们有一个初步的过程，它目前存在于一个Word文档中，我们想看看它是否可以放在Smartsheets中一个更自动化的过程中。文件有两部分，每一部分都需要签名/签字。
流程如下:
- 部门填写所需的信息和他们想要做的变更请求。我们还不确定这将由谁填写，可能是部门主管或部门IT/应用程序负责人。
- 部门主管审核请求并签字。签完字后，我们希望将它与所有表单信息以及IT特定添加的新框一起发送给IT。
- IT将审查提交的表单，添加他们的建议，并再次签名，并记录所有这一切。
我已经研究了两种可能的方法:
- 使用两种形式。表格1由部门填写并由部门主管授权。使用工作流，从Unit Head设置授权，一旦批准，将表单数据传输到Form2，具有与Form1相同的字段，但添加了IT使用的新字段。我发现的问题是，Form2不会将数据预先填充到实际表单上，这样就可以对其进行检查。这似乎在Smartsheets中还不是一个可用的函数:https://community.smartsheet.com/discussion/40861/auto-populate-data-in-forms除非最近有什么变化。
- 使用Document Builder将Docusign集成到表单流程中。我的同事一直在研究这个问题，但遇到的问题是，表单数据转到PDF格式，但无法将其返回到Smartsheet。我将尝试和这方面的更详细的信息，但过程可能是上述描述可能使用这种方法?
答案
-
她名叫Stara ✭✭✭✭✭✭我希望你一切安好!
我建议您尝试使用Update Request功能。它看起来是这样的。
- 填写表格
- 通过审批请求或发送更新请求进行审批。
- 更新请求IT与所有信息+字段添加新信息
有意义吗?
那有用吗?
我希望这能有所帮助!
注意安全，祝你周末愉快!
最好的
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-
BienC ✭你好@Andree Stara谢谢你的回答!
我一直在调查这一点，似乎这是可行的。我可能需要在精确的工作流上做一些调整，但我的快速测试看起来很有希望!
如果表单的IT部分出现了拒绝，是否有办法将工作流循环回某个起点?
类别
I hope you're well and safe!<\/p>
Strange!<\/p>
Try removing the column and adding it again to see if that fixes it.<\/p>
Did that fix it?<\/p>
I hope that helps!<\/p>
Be safe, and have a fantastic week!<\/p>
Best,<\/p>
Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. 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