是否有办法在提交并签名后添加文本和签名?

BienC
BienC ✭
在内容基本知识

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:

  1. 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。
  2. 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。
  3. 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:

  1. 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。
  2. 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?
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答案

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Hi @Jamila<\/a> <\/p>

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>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-18 18:46:43","updateUser":{"userID":109121,"name":"Jamila","url":"https:\/\/community.smartsheet.com\/profile\/Jamila","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!!hLtUYWHM7_Q!3YvWPz3Clb4!KLo10CHIh7K","dateLastActive":"2022-10-18T18:46:47+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}}},"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":334,"urlcode":"automations","name":"Automations"},{"tagID":441,"urlcode":"comments-and-conversations","name":"Comments and Conversations"}]},{"discussionID":96724,"type":"question","name":"Automation - Alert contact column question","excerpt":"Hi everyone, This might be pretty basic stuff, but I can't seem to figure it out. I have a project tracker sheet with parent rows containing information of a project, and child rows with checklist items for that project. I want to have the sheet alert stakeholders (3 different contact columns) whenever an item list has…","categoryID":321,"dateInserted":"2022-10-18T13:52:53+00:00","dateUpdated":"2022-10-18T15:46:50+00:00","dateLastComment":"2022-10-18T15:53:50+00:00","insertUserID":137058,"insertUser":{"userID":137058,"name":"Dan Tanner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Dan%20Tanner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-18T16:23:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":137058,"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":"2022-10-18T19:56:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":31,"score":null,"hot":3332211403,"url":"https:\/\/community.smartsheet.com\/discussion\/96724\/automation-alert-contact-column-question","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/96724\/automation-alert-contact-column-question","format":"Rich","lastPost":{"discussionID":96724,"commentID":347626,"name":"Re: Automation - Alert contact column question","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/347626#Comment_347626","dateInserted":"2022-10-18T15:53:50+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":"2022-10-18T19:56:23+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":"2022-10-18T15:47:51+00:00","dateAnswered":"2022-10-18T15:44:37+00:00","acceptedAnswers":[{"commentID":347617,"body":"

Try taking out the {{Placeholders}} in the subject and body. Since the placeholders are specific to whichever row generated the alert, they cannot send an alert that combines multiple rows into one.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-18 15:47:51","updateUser":{"userID":137058,"name":"Dan Tanner","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Dan%20Tanner","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-18T16:23:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}}},"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":96697,"type":"question","name":"How do I pull in a table into a Dashboard?","excerpt":"I linked a form to a sheet that has the data that I want to pull into a dashboard. How do I create a table from that data into a Dashboard and be able to format it as needed.","categoryID":343,"dateInserted":"2022-10-17T20:58:06+00:00","dateUpdated":null,"dateLastComment":"2022-10-17T21:12:46+00:00","insertUserID":153658,"insertUser":{"userID":153658,"name":"fritzimendez","url":"https:\/\/community.smartsheet.com\/profile\/fritzimendez","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-17T22:34:47+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":112016,"lastUser":{"userID":112016,"name":"Phil Wightman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Phil%20Wightman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-11\/35\/2e\/n352e0e53bf6c86b6f26b8d2be7cf0153.JPG","dateLastActive":"2022-10-17T21:10:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":24,"score":null,"hot":3332082052,"url":"https:\/\/community.smartsheet.com\/discussion\/96697\/how-do-i-pull-in-a-table-into-a-dashboard","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/96697\/how-do-i-pull-in-a-table-into-a-dashboard","format":"Rich","tagIDs":[204,219,292,426],"lastPost":{"discussionID":96697,"commentID":347515,"name":"Re: How do I pull in a table into a Dashboard?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/347515#Comment_347515","dateInserted":"2022-10-17T21:12:46+00:00","insertUserID":112016,"insertUser":{"userID":112016,"name":"Phil Wightman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Phil%20Wightman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-11\/35\/2e\/n352e0e53bf6c86b6f26b8d2be7cf0153.JPG","dateLastActive":"2022-10-17T21:10:09+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-10-17T22:35:05+00:00","dateAnswered":"2022-10-17T21:12:46+00:00","acceptedAnswers":[{"commentID":347515,"body":"

Hi @fritzimendez<\/a> Create a report from the sheet where your data is collected. The use the report widget to add the data (in a report) to the dashboard. Does this help?<\/p>

This article may also be of help https:\/\/help.smartsheet.com\/articles\/2482269-using-report-widgets<\/a><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-17 22:35:05","updateUser":{"userID":153658,"name":"fritzimendez","url":"https:\/\/community.smartsheet.com\/profile\/fritzimendez","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-17T22:34:47+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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"},{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":292,"urlcode":"Dashboards","name":"Dashboards"},{"tagID":426,"urlcode":"DataTable","name":"DataTable"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">