审批链

约旦Ionita
约旦Ionita ✭
在内容基本知识

你好,


我正在尝试建立一个工作流程，审批链如下:


有人提交了一个表格，它会被送到经理那里审批。如果被批准，员工会收到一封电子邮件。如果被拒绝，经理可以添加要修复的内容的注释，它会被发送给员工进行修复。


我已经建立了工作流。但是，我希望员工在修复错误后必须重新提交批准。如果批准了，他们会收到一封电子邮件。如果被拒绝，他们会收到一封电子邮件，让他们打电话给经理讨论这个问题。


出于某种原因，当我设置第二个工作流时，会向经理和员工发送多封电子邮件。为什么?

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答案

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    嗨@Jordan Ionita

    听起来您可能在工作流中使用相同的审批列，这将触发重复的电子邮件。

    我建议使用不同的审批列对于每个工作流(编辑工作流>审批动作块>保存响应）.

    您还可以使用不同的批准值对于每个工作流(编辑下拉列属性>添加新的下拉值>编辑工作流>批准动作块>高级选项>自定义状态和按钮>“保存状态为”新值)。

    下面是一篇关于认可行为的文章:请求涉众的批准

    欢呼,

    吉纳维芙

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  • 约旦Ionita
    约旦Ionita ✭

    @Genevieve P。谢谢你！假设批准被拒绝了，它被发回给发起人。发起者编辑并重新提交，我如何让状态从拒绝返回到提交?

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  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    嗨@Jordan Ionita

    我假定您使用更新请求将其发送回来，对吗?您可以有一个复选框字段，当他们完成所请求的更改时可以进行检查，例如“更新已完成”。

    然后您可以使用这个复选框作为第二个Approval Workflow的触发器，它将在单独的列中记录第二个Approval。

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类别

@Jack Parry<\/a> <\/p>

Excellent!<\/p>

Yes. <\/p>

To connect them row by row, you could use an Autonumber Column in the Source sheet and add a so-called helper column to manually add the row id on as many rows as you need in the Destination sheet.<\/em><\/p>

I'd also recommend changing the INDEX\/MATCH to:<\/p>

=(INDEX({Visitors & Contractors Register - Out Range 1}, 0<\/strong> ))+ \"//www.santa-greenland.com/community/discussion/90828/\"<\/p>

✅Remember! <\/strong>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"},"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":102126,"type":"question","name":"Add an entry by emailing it","excerpt":"i have access to the smartsheet calendar via outlook and have provided instructions to leadership to do the same. i am the only one with a smartsheet account, so is it possible that when they set up new meetings, they can add to the sheet via an email address (the same way when one sets up a new meeting, they add the…","categoryID":343,"dateInserted":"2023-03-03T21:13:44+00:00","dateUpdated":null,"dateLastComment":"2023-03-06T07:30:01+00:00","insertUserID":159022,"insertUser":{"userID":159022,"name":"BoatY","url":"https:\/\/community.smartsheet.com\/profile\/BoatY","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-03-05T23:53:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-03-06T13:09:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":32,"score":null,"hot":3355969425,"url":"https:\/\/community.smartsheet.com\/discussion\/102126\/add-an-entry-by-emailing-it","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/102126\/add-an-entry-by-emailing-it","format":"Rich","lastPost":{"discussionID":102126,"commentID":365636,"name":"Re: Add an entry by emailing it","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/365636#Comment_365636","dateInserted":"2023-03-06T07:30:01+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-03-06T13:09:31+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":"2023-03-05T23:04:55+00:00","dateAnswered":"2023-03-04T08:00:42+00:00","acceptedAnswers":[{"commentID":365579,"body":"

Hi @BoatY<\/a>, no, not without code. You could set up a crazy workflow using the API, but unless you know your way around that, there's really not a way that I can think of. I believe they can fill out a form if they don't have an account,, but I don't think there's an email route.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":[]},{"discussionID":102109,"type":"question","name":"Issue with DyanmicView","excerpt":"Hello, Using DynamicView, I couldn't show the column description. The columns name is limited in characters and I need to explain the meanings of each column. Also, I tried to do a helper row but the cell is limited to 20 contacts so I can't show the helper row to all viewers. Any alternative idea? Thanks,","categoryID":343,"dateInserted":"2023-03-03T19:09:00+00:00","dateUpdated":null,"dateLastComment":"2023-03-05T13:52:29+00:00","insertUserID":152547,"insertUser":{"userID":152547,"name":"maltaee","title":"","url":"https:\/\/community.smartsheet.com\/profile\/maltaee","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jKEmI3fEzHs!GlknHye32Ts!sXOmDxmK2Wo","dateLastActive":"2023-03-05T13:52:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-03-06T13:09:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":25,"score":null,"hot":3355896689,"url":"https:\/\/community.smartsheet.com\/discussion\/102109\/issue-with-dyanmicview","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/102109\/issue-with-dyanmicview","format":"Rich","tagIDs":[443],"lastPost":{"discussionID":102109,"commentID":365613,"name":"Re: Issue with DyanmicView","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/365613#Comment_365613","dateInserted":"2023-03-05T13:52:29+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-03-06T13:09:31+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":"2023-03-05T12:29:48+00:00","dateAnswered":"2023-03-04T13:39:47+00:00","acceptedAnswers":[{"commentID":365583,"body":"

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

I hope you're well and safe!<\/p>

You can change the Field name with a Custom label in the Dynamic View settings.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

Would that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/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"},"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":443,"urlcode":"dynamic-view","name":"Dynamic View"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">