有人对如何最好地记录工作流程有任何指导吗?

戴尔·墨菲
戴尔·墨菲 ✭✭✭✭✭✭
编辑06/16/22 内容基本知识

...或者,“SmartSheet, meet Process”

我有一个合理复杂的过程构建在SmartSheet,但需要一种方法:

  1. 更容易地记录流程以及所有分支;
  2. 从现有的SmartSheet对象创建一个流程流程图。
  3. 记录所有消息(警报内容、更新请求内容),以便流程所有者更容易理解收件人将看到和体验什么;

对最佳实践开放,但更喜欢正在使用的真正好的实践。

欢呼,

@DMurphy

ps:为什么没有过程标签??或文档吗?

最佳答案

  • 吉纳维芙P。
    吉纳维芙P。 员工管理
    ✓回答

    我明白了——不,目前没有一种方法可以自动记录所有的工作流细节,以及它们如何链接到不同的文档或表格中。您可以获取工作流设置本身的屏幕截图,但这将是基于个人的基础。

    还可以使用Smartsheet API列出与工作表相关的所有不同工作流(见这里),但同样,这不会确定您自己的个人过程或您的工作流如何为您的整个过程一起工作。

    至于从自动邮件中获取品牌或信息,用Zapier连接消息服务怎么样?比如MailChimp,所以你可以自定义格式?

    干杯!

    吉纳维芙

答案

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    @DMurphy

    我之前所做的是使用Lucidchart创建流程图来显示过程和所有分支路径。然后,我在Dashboard上或附加到一行上使用Lucidchart图像(取决于团队/流程)。

    如果您想要可视化时间轴,您也可以使用甘特图来标识任务流。然后可以有一个列记录与每一行/任务相关联的消息。(见:免费流程图模板

    我也很想听听其他成员的建议!

    我希望这能有所帮助,

    吉纳维芙

    PS我已经添加了建议给社区的标签-谢谢!

  • 戴尔·墨菲
    戴尔·墨菲 ✭✭✭✭✭✭

    谢谢@Genevieve P

    我想我和开发人员共事太久了……我希望有一个“自文档化”的功能,可以将所有工作流细节提取到另一个文档中。

    这些模板很有前途(使用Lucidchart是一个长期目标)。

    我正在探索在列中创建工作流消息的想法(例如,用{{}}连接几个列名来创建消息内容,它本身成为消息…

    该工具确实需要一个设计功能来使工作流消息更清晰。我很难说服HR(例如,)SmartSheet可以取代一些调查工具,因为用户看到的信息没有那么有吸引力。

    谢谢你的建议。

    戴尔

  • 吉纳维芙P。
    吉纳维芙P。 员工管理
    ✓回答

    我明白了——不,目前没有一种方法可以自动记录所有的工作流细节,以及它们如何链接到不同的文档或表格中。您可以获取工作流设置本身的屏幕截图,但这将是基于个人的基础。

    还可以使用Smartsheet API列出与工作表相关的所有不同工作流(见这里),但同样,这不会确定您自己的个人过程或您的工作流如何为您的整个过程一起工作。

    至于从自动邮件中获取品牌或信息,用Zapier连接消息服务怎么样?比如MailChimp,所以你可以自定义格式?

    干杯!

    吉纳维芙

  • 我也使用我的流程流的图像,但我使用smartdraw -在仪表板上我总是放一个免责声明,点击流程流就能看到它更大-一个常见的抱怨(它太小了,无法阅读)

Hey @SkiPatrolScott<\/a> <\/p>

Yes, you can use an existing summary field in another summary field within the same sheet. You can either click into the formula field of the existing formula to add to new formula, or type out the field name. Summary fields use a # in place of a row indicator. Using your example from above:<\/p>

=new formula =[SS-Result1]#<\/strong>-[SS-Result2]#<\/strong><\/p>

If this doesn't make sense, help me understand where I lost you and I will try to explain it better.<\/p>

Kelly<\/p>"},{"commentID":353136,"body":"

Thanks @Kelly Moore<\/a> , I did have to add a ( around the equation ) but it did work.<\/p>

=sum([summary field1]#-[summary field2]) the correct answer was produced.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-05 14:48:17","updateUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+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":98381,"type":"question","name":"Smartsheet Form Logo Question","excerpt":"Hello Smartsheet Community, I have a question that is probably obvious that I am overlooking it. I am creating and I am incorporating a logo into the form. I am able to incorporate the logo, but it's small when you open the form. Is there a way to make the logo bigger? Or, elongate the image so it goes across the top of…","categoryID":321,"dateInserted":"2022-12-02T20:32:19+00:00","dateUpdated":null,"dateLastComment":"2022-12-03T18:37:12+00:00","insertUserID":147643,"insertUser":{"userID":147643,"name":"Anthony DAmbrosio","url":"https:\/\/community.smartsheet.com\/profile\/Anthony%20DAmbrosio","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:14:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":112221,"lastUser":{"userID":112221,"name":"Kelly Moore","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20Moore","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jnPa4zng1Pw!n1lbH6Wxgbo!UbxYNkVsKJw","dateLastActive":"2022-12-06T02:18:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":22,"score":null,"hot":3340106371,"url":"https:\/\/community.smartsheet.com\/discussion\/98381\/smartsheet-form-logo-question","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98381\/smartsheet-form-logo-question","format":"Rich","lastPost":{"discussionID":98381,"commentID":353078,"name":"Re: Smartsheet Form Logo Question","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353078#Comment_353078","dateInserted":"2022-12-03T18:37:12+00:00","insertUserID":112221,"insertUser":{"userID":112221,"name":"Kelly Moore","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20Moore","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jnPa4zng1Pw!n1lbH6Wxgbo!UbxYNkVsKJw","dateLastActive":"2022-12-06T02:18:04+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/868U3BF057NI\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-12-05T17:14:43+00:00","dateAnswered":"2022-12-03T18:37:12+00:00","acceptedAnswers":[{"commentID":353078,"body":"

Hello @Anthony DAmbrosio<\/a> <\/p>

The following reference states the dimensions for a form logo is 300pix wide x 52pix tall. <\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/2478921-create-a-quality-logo-to-brand-your-smartsheet-items#toc-where-your-logo-appears-and-how-smartsheet-resizes-it\n <\/a>\n<\/div>

You may need to play with your layout, as suggested in the article, to maximize the size of the text.<\/p>

Kelly<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-05 17:14:43","updateUser":{"userID":147643,"name":"Anthony DAmbrosio","url":"https:\/\/community.smartsheet.com\/profile\/Anthony%20DAmbrosio","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:14:36+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":98386,"type":"question","name":"How do I get Data Table to recognize dates uploaded by Data Shuttle?","excerpt":"Hi, I'm trying to create a new Data Table using Data Shuttle. I have some columns with date date. It seems that, no matter how I format the dates in the source CSV, Data Table won't recognize them as dates. Data Shuttle doesn't have an option to set the date format when creating a Data Table. I wish it would. I know I can…","categoryID":343,"dateInserted":"2022-12-02T23:54:10+00:00","dateUpdated":null,"dateLastComment":"2022-12-03T00:27:58+00:00","insertUserID":140451,"insertUser":{"userID":140451,"name":"Brian_Richardson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brian_Richardson","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu3gsODavHSggzZ-xp1nf0UGuLXkegzF2uAZRanwGQ=s96-c","dateLastActive":"2022-12-05T15:47:24+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"},"updateUserID":null,"lastUserID":140451,"lastUser":{"userID":140451,"name":"Brian_Richardson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brian_Richardson","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu3gsODavHSggzZ-xp1nf0UGuLXkegzF2uAZRanwGQ=s96-c","dateLastActive":"2022-12-05T15:47:24+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":25,"score":null,"hot":3340053128,"url":"https:\/\/community.smartsheet.com\/discussion\/98386\/how-do-i-get-data-table-to-recognize-dates-uploaded-by-data-shuttle","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98386\/how-do-i-get-data-table-to-recognize-dates-uploaded-by-data-shuttle","format":"Rich","tagIDs":[426,474],"lastPost":{"discussionID":98386,"commentID":353068,"name":"Re: How do I get Data Table to recognize dates uploaded by Data Shuttle?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353068#Comment_353068","dateInserted":"2022-12-03T00:27:58+00:00","insertUserID":140451,"insertUser":{"userID":140451,"name":"Brian_Richardson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brian_Richardson","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu3gsODavHSggzZ-xp1nf0UGuLXkegzF2uAZRanwGQ=s96-c","dateLastActive":"2022-12-05T15:47:24+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"}},"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":"2022-12-03T00:28:02+00:00","dateAnswered":"2022-12-03T00:27:58+00:00","acceptedAnswers":[{"commentID":353068,"body":"

Never mind, I found the solution. If you import dates in the format YYYY-MM-DDT00:00:00Z then Data Table will recognize that format as a date. I also tested syncing to a Sheet and the sheet recognizes that as a date and displays it correctly based on regional setting (mine being MM\/DD\/YY)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-03 00:28:02","updateUser":{"userID":140451,"name":"Brian_Richardson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brian_Richardson","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu3gsODavHSggzZ-xp1nf0UGuLXkegzF2uAZRanwGQ=s96-c","dateLastActive":"2022-12-05T15:47:24+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"}}},"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":426,"urlcode":"DataTable","name":"DataTable"},{"tagID":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">