自动文档生成和文档设计映射在这里!
嗨,社区,
Smartsheet客户现在可以通过在Smartsheet中自动化创建文档和DocuSign映射来加速他们的流程。使用这个用于文档生成和DocuSign映射的新工作流操作,流程所有者可以在生成发票、采购订单、项目计划、协议等时减少团队的手动步骤。
用于文档生成的工作流操作可用于业务和向上计划的授权工作表所有者和管理员,而自动化DocuSign映射可用于企业计划。
你也可以随时了解订阅以接收发行说明有关您选择的平台最近发布的产品功能和增强功能的策划新闻,已发送到您的收件箱。ob欧宝娱乐app手机下载当新版本出现时,您将收到每日电子邮件,其中包含发布的新闻。(电子邮件只会在周一至周五每天发送,因为有新版本可用)。
评论
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markkrebs ✭✭✭✭✭✭
喜欢这个!文档映射的一个增强功能是,当复制工作表时,您不必重新映射PDF字段。
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杰森DelValle 员工
谢谢你的反馈@markkrebs!我强烈建议将增强请求添加到我们的智能表产品反馈和想法页面ob欧宝娱乐app手机下载https://community.smartsheet.com/categories/smartsheet-ob欧宝娱乐app手机下载product-feedback-%26-ideas
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好消息-谢谢更新
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嗨,Jason,我们已经遵循了自动化和文档映射指南,但是在自动化块中始终看到一个错误。然而,当我们编辑自动化时,没有任何东西出现无序。映射的文档只是一个可填充的PDF,而不是一个文档工作流。我们能够成功地手动生成带有该映射pdf的文档。我们是否遗漏了权限方面的考虑?
内涵
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杰森DelValle 员工
嗨@Yanina Kupava,如果映射变得无效,例如,由于表上已映射的列被删除,利用映射的自动化工作流将不再运行。这还将触发向工作表管理员发送电子邮件,提醒他们工作流无法运行。若要纠正此问题,请通过删除已删除的列或选择另一个列来更新映射。然后,打开工作流管理器,单击引用该映射的任何工作流旁边的kebab菜单,并单击Activate。
如果您的工作流反复被禁用,那么我们建议通过文档生成器UI手动运行工作流以进行故障排除。
如果这两种方法都不能解决问题,我建议联系支持以进一步排除故障。
我希望这对你有帮助!
类别
We thank you for your patience while we iron out some of the kinks with the new Search UI. We've released two updates today that resolve some of the concerns raised here.<\/p>
- If you are searching for a numeric or alphanumeric term, you will get an exact match of the search term you entered, thereby resolving some of the previous search relevance concerns.<\/li>
- When clicking on a search result, you will go directly to that result instead of the top of the sheet containing that result. However, if you only want to go to the sheet containing the search result, click the icon to the right of the sheet name. <\/li><\/ol>
We'll keep you updated with any new improvements to the Search experience.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-11-07 12:13:12","updateUser":{"userID":91566,"name":"Genevieve P.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/T4YLN045Q7TF\/n81H11L2YPG9T.jpg","dateLastActive":"2022-12-05T20:32:02+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}}},"bookmarked":false,"unread":false,"category":{"categoryID":335,"name":"Product Announcements","url":"https:\/\/community.smartsheet.com\/categories\/product-announcements","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":3}],"tags":[]},{"discussionID":98305,"type":"discussion","name":"Improvements to admin consent flow in Smartsheet for Teams Tabs integration now generally available!","excerpt":"Hi Community, We just launched improvements to the admin consent flow when users try to add Smartsheet items as Tabs in a Teams channel. 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