休假管理
是否有人使用智能表单来管理员工的请假请求和/或假期?200) ?
评论
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索菲娅Yip ✭
我们的方法很简单:
员工提交一个包含以下内容的表单:
1)部门
2)名称
3)休假日(如果你需要,其实不需要)=工作日(开始日期,结束日期)
4)开始日期
5)结束日期
6)笔记然后将其放入网格形式的工作表中,并可以作为日历查看。此日历可以导入到Outlook中。如果你愿意,你可以用不同的颜色来划分不同的部门,以确保一个部门不会有太多的人离开。
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她名叫Stara ✭✭✭✭✭✭
嗨,杰森,
您可以在解决方案中心找到一个很好的模板作为起点。
它被称为:模板:团队假期计划。
希望这对你有帮助!
祝你一周愉快!
最好的
她名叫Stara
工作流程顾问@完成咨询
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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aus404 ✭
我正在使用这个模板进行一些简单的团队规划,它工作得很好,但我不知道如何用不同的颜色分配新员工/类别。是否有规则指定日历栏的填充颜色以匹配员工姓名格式?
谢谢
尼克
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她名叫Stara ✭✭✭✭✭✭
嗨,尼克,
如果它没有更新,因为我看了它,然后没有任何条件格式设置(用于改变颜色和更自动)。在模板中,可以通过右键单击甘特条手动更改。
它可以通过条件格式功能实现自动化。
这样行吗?
希望这对你有帮助!
祝你度过美好的一天!
最好的
她名叫Stara
工作流程顾问/ CEO @ WORK BOLD
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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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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aus404 ✭
谢谢她名叫、
我看看能不能那样做。我想我需要标记每个条目与类别条目,所以我有一些关键。无论如何,我将重新发布,如果我得到它的工作。
尼克
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她名叫Stara ✭✭✭✭✭✭
太好了!
很乐意帮忙!
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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埃文·福勒 ✭✭
你好,
我也在使用团队度假计划。但是,我无法使它工作,以便在提交表单时更新Team Planner。
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吉纳维芙P。 员工管理
你能再解释一下你遇到的问题吗?是否有可能提交的行出现在表格的底部?如果是这种情况,请删除中间的任何行。表单需要全新/干净的行才能提交条目。如果一行之前的信息被清除,而不是整行被删除,它将跳转到下一行,新行。
如果这不是问题,那么您的工作表的屏幕截图将是理想的,但请屏蔽任何敏感数据。
干杯!
吉纳维芙
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埃文·福勒 ✭✭
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吉纳维芙P。 员工管理
感谢您提供的信息!你所描述的是表单提交的预期行为——表单将在表单的最底部或最顶部创建新行,并且这些行不会自动在父行下排序。(你可以在我们的帮助中心关于表单的文章,在这里。)
您需要手动将新提交的内容移到此人名下,或者您也可以这样做整理表格每次打开它以调整行显示的位置时手动将它们缩进为子字符。
作为替代方案,我们的产品团队目前正在更新报告的ob欧宝娱乐app手机下载显示/管理方式,当这个新版本发布时,您将能够在报告中对信息进行分组。我建议,在此更新之后,您可能希望从此工作表创建一个报表,然后按员工姓名对行进行分组。你可以订阅我们的发行说明页面当此功能发布时将收到通知!
欢呼,
吉纳维芙
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埃文·福勒 ✭✭
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吉纳维芙P。 员工管理
如果你有私人信息需要帮助,我建议你联系内容支持随着屏幕截图,他们将能够审查私人信息。
如果你正在寻找培训,你可以检查一下你的公司/计划是否可以访问Smartsheet卓越中心它有很多你可以学习的在线学习课程。
(注:如果您符合资格,但不记得您的访问码,请使用系统管理员为您的组织将有这个代码。您可以通过单击您的个人资料图标,然后找到下面的主触点计划信息).
否则,社区成员将很乐意帮助任何问题/信息,是安全的公开展示!您可以发布屏幕截图与屏蔽数据或图像复制表与虚拟数据,我们可以尽我们最大的努力回答您的问题。
你可能想要通过发布你自己的新问题来开始一个新的主题,为了将相关信息集中在一个地方,使成员更容易看到需要回答的问题。
干杯!
吉纳维芙
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SM是否提出了一个更新,解决了在使用休假登记表单时的排序问题?新表单输入创建的新行不能自动在父行下排序的问题,以及我们需要手动将新提交向上移动到人员姓名下的事实。
来整理表格每次打开它以调整行显示的位置时手动将它们缩进为子字符不是一个解决方案,当我们试图自动化一切,对吗?
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吉纳维芙P。 员工管理
在表的层次结构仍然是一个手动操作,所以你将需要手动缩进行,当他们从表单(请提交您的增强请求在这里!)
然而,现在有另一种使用报表组织数据的方法。然后可以创建报表集团员工姓名。然后,当新行进入工作表时,它们将在报告中按照正确的名称自动排序。看到的:重新设计的报告与分组和汇总功能
干杯!
吉纳维芙
类别
=IF([Task 1]@row <> \"Completed\", \"Team 1\" + CHAR(10), \"//www.santa-greenland.com/community/discussion/comment/\") + IF([Task 2]@row <> \"Completed\", \"Team 2\" + CHAR(10), \"//www.santa-greenland.com/community/discussion/comment/\") + IF([Task 3]@row <> \"Completed\", \"Team 3\" + CHAR(10), \"//www.santa-greenland.com/community/discussion/comment/\") + IF([Task 4]@row <> \"Completed\", \"Team 4\", \"//www.santa-greenland.com/community/discussion/comment/\")<\/p>
<\/p>
The difference above as compared to typical IF statements is that usually they are nested, but in this case we want to \"add\" them together.<\/p>
<\/p>
NOTE: CHAR(10) is the built in delimiter for multi-select columns and will allow each team to be treated as an individual selection within the cell in the event you need to filter or report on it.<\/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":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":106762,"type":"question","name":"Data Shuttle Update Rows Workflow: Preventing Duplicate Updates","excerpt":"Hi all, I have a data shuttle update workflow that runs on a schedule updating rows in the target Smartsheet as they change in an excel source file stored in Box. I wanted to see if there was a way to somehow configure the data shuttle workflow so once a row has been updated, it can't be changed again. I tried doing this…","categoryID":321,"dateInserted":"2023-06-22T12:23:57+00:00","dateUpdated":null,"dateLastComment":"2023-06-22T13:14:54+00:00","insertUserID":162120,"insertUser":{"userID":162120,"name":"cko","url":"https:\/\/community.smartsheet.com\/profile\/cko","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T12:17:10+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"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":"2023-06-23T14:42:55+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":36,"score":null,"hot":3374878131,"url":"https:\/\/community.smartsheet.com\/discussion\/106762\/data-shuttle-update-rows-workflow-preventing-duplicate-updates","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106762\/data-shuttle-update-rows-workflow-preventing-duplicate-updates","format":"Rich","tagIDs":[474],"lastPost":{"discussionID":106762,"commentID":381734,"name":"Re: Data Shuttle Update Rows Workflow: Preventing Duplicate Updates","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381734#Comment_381734","dateInserted":"2023-06-22T13:14:54+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":"2023-06-23T14:42:55+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":"2023-06-22T17:00:56+00:00","dateAnswered":"2023-06-22T12:42:28+00:00","acceptedAnswers":[{"commentID":381723,"body":"
You would need to use a Move Row or Copy Row automation.<\/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":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]},{"discussionID":106686,"type":"question","name":"Creating a form with multiple entries","excerpt":"Hi, So my issue is, I have a form that is designed to record incoming invoices. I need the form to firstly attach a number of invoices and create multiple entries. I've seen some ways to do this using another sheet and automation. The only problem with this is the form has to have pdf uploads of the invoices. So I'm not…","categoryID":321,"dateInserted":"2023-06-21T12:49:14+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T09:36:48+00:00","insertUserID":162427,"insertUser":{"userID":162427,"name":"Zachwalters99","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Zachwalters99","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T09:39:03+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162427,"lastUser":{"userID":162427,"name":"Zachwalters99","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Zachwalters99","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T09:39:03+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":31,"score":null,"hot":3374866562,"url":"https:\/\/community.smartsheet.com\/discussion\/106686\/creating-a-form-with-multiple-entries","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106686\/creating-a-form-with-multiple-entries","format":"Rich","lastPost":{"discussionID":106686,"commentID":381901,"name":"Re: Creating a form with multiple entries","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381901#Comment_381901","dateInserted":"2023-06-23T09:36:48+00:00","insertUserID":162427,"insertUser":{"userID":162427,"name":"Zachwalters99","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Zachwalters99","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T09:39:03+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":"2023-06-23T09:30:18+00:00","dateAnswered":"2023-06-21T16:49:39+00:00","acceptedAnswers":[{"commentID":381537,"body":"
I hope you're well and safe!<\/p>
Be safe, and have a fantastic week!<\/p>
Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>