电子邮件通知的自动化工作流程排序

杰克Gustafson
杰克Gustafson ✭✭✭✭✭✭
在内容基本知识

你好，我一直在向我的同事推出一些新的表格/流程，我遇到了一个小障碍，我希望能从你们这些了不起的社区成员那里得到澄清。

场景1:我有一个输入表单，将自动分配请求给用户，我还想发送一个警报，分配给用户。当我在测试设置表单时，警报被设置为“发送给特定的人”(我)，一切都很正常。然后我将提醒改为“单元格中的联系人”，并选择“分配给”用户。不幸的是，他没有收到邮件。我猜测，由于在创建请求时分配给是空白的，因此两个操作(分配人员和提醒单元格中的联系人)必须存在于两个独立的自动化工作流中。我已经通过使用“发送到特定的人”选项并将人的名字硬编码到工作流中来解决这个问题(我相信)。我希望能避免这种情况，但看起来不太可能。

场景2:我有一个团队，将详细信息输入到一个工作表中，一旦他们将一个单元格从No/Blank切换到Yes，那么该行将自动分配给用户，并应通过电子邮件发送给该字段中的人。现在，我怀疑我在这里遇到了同样的问题，即电子邮件通知无法转到字段中的联系人，因为该字段尚未由相同的工作流填充。同样，我将特定人员硬编码到自动化中。


我希望这是有意义的，也许这是一个明确的最佳实践，但我希望避免使用硬编码的名称值，并不得不创建多个工作流来完成多步骤任务。

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最佳答案

  • 加勒特亨特
    加勒特亨特 ✭✭✭✭✭
    ✓回答

    根据我的经验和我刚刚在自己的工作表上进行的测试，当使用Assign People操作时，您无法像使用其他操作一样在其下方添加后续操作。请看下面的例子:

    我可以在提醒某人下添加工作流操作，但不能在分配人员时添加

    截屏时间:2012-02-17下午12:39.36
    截屏时间:2012-02-17下午12:40.02


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答案

  • 加勒特亨特
    加勒特亨特 ✭✭✭✭✭

    @Jake Gustafson您可以创建您想要的自动化。

    首先，确保正确设置了自动化的权限设置。如果您要分配任务的人员未共享到工作表，则可能会导致问题。对于我向外部电子邮件发送提醒的自动化，我使用无限制的，并且还没有遇到任何问题。

    截屏时间:2012-02-17下午12:19.21

    然后设置自动分配用户。触发器:当添加或更改行时。当'YOUR FIELD'更改为任何值时。为每个被分配的人设定条件，然后确定谁将被分配。

    接下来，您将需要创建一个单独的工作流来提醒被分配的人员。触发器:当添加或更改行时。当assign To更改任何值时，向该用户发送警报。

    希望这对你有帮助!

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  • 杰克Gustafson
    杰克Gustafson ✭✭✭✭✭✭

    谢谢@Garrett亨特。我确实设置了“无限制”自动化权限，所涉及的人员是工作表上的管理员，并共享到整个工作区。所以没有问题。

    然后我创建了两个独立的自动化:1)分配用户，然后2)通知分配给的用户。我希望能够将这些组合成一个单一的工作流程，但我从你的经验和反馈中掌握的是，这对我试图使用的警报风格不起作用。

    我对我的工作流程做了一些调整，把事情分开，把两个分开，这样我就可以避免尽可能多的硬编码值。

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  • 加勒特亨特
    加勒特亨特 ✭✭✭✭✭
    ✓回答

    根据我的经验和我刚刚在自己的工作表上进行的测试，当使用Assign People操作时，您无法像使用其他操作一样在其下方添加后续操作。请看下面的例子:

    我可以在提醒某人下添加工作流操作，但不能在分配人员时添加

    截屏时间:2012-02-17下午12:39.36
    截屏时间:2012-02-17下午12:40.02


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  • 杰克Gustafson
    杰克Gustafson ✭✭✭✭✭✭

    是的，我认为我之前没有考虑过事件/操作的顺序，当硬编码给一个特定的人时，因为不管Assign people操作如何，电子邮件通知都会发送给硬编码的人。

    有时需要通过交谈来获得完全的理解。我没有完全理解我以前没有这样做(因为我一直在通知特定人员并在相同的工作流程中分配人员)。现在我正试着通知指定人员，我意识到排序的重要性。

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  • 杰西卡·托莱多
    杰西卡·托莱多 ✭✭

    嗨，Smartsheet社区，


    我在通知和自动化方面遇到了问题。我已经适当地添加了自动提醒某人，当一个特定的条件分配给他们。然而，当该条件完成/达到时，它会不断发送通知，请求该人员执行任务，即使在再次满足该条件之后也是如此。我做错了什么?

    请帮助!

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  • 杰克Gustafson
    杰克Gustafson ✭✭✭✭✭✭

    @Jessica托莱多根据您在这里提供的内容，需要调查的一些事情是确保您的条件考虑到“关闭”操作。所以只发送if Assigned To和Open，而不发送Assigned To和Closed。此外，确保你的触发点是“被触发的时候”，而不是反复提醒对方他们有任务要做。

    很难确定，但希望这能帮助你走上正确的道路。

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  • 杰西卡·托莱多
    杰西卡·托莱多 ✭✭

    @Jake Gustafson这确实奏效了。

    谢谢!:）

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类别

See this article. There is a 2500 row limit for reports.<\/p>

https:\/\/help.smartsheet.com\/articles\/2482082-configure-grouping-to-organize-results-in-report-builder<\/a><\/p>"},{"commentID":382036,"body":"

That is only for grouping. If you are not grouping, there should be a small link if you scroll all the way to the bottom of the report to go to the next page.<\/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":265,"urlcode":"Reports","name":"Reports"}]},{"discussionID":106837,"type":"question","name":"All columns aren't showing up for Grouping in Reports","excerpt":"I'm pretty new to Smartsheet and can't figure out what I am doing wrong here. I am trying to Group by the \"PM\" column but it's not showing up in the list. It's formatted as a dropdown, but other columns that are appearing on the list are formatted the same way. What am I doing wrong? Thanks!","categoryID":321,"dateInserted":"2023-06-23T15:59:37+00:00","dateUpdated":"2023-06-23T16:10:12+00:00","dateLastComment":"2023-06-23T17:07:03+00:00","insertUserID":161580,"insertUser":{"userID":161580,"name":"LDP","title":"Sr. Business Analyst","url":"https:\/\/community.smartsheet.com\/profile\/LDP","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T17:47:34+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":161580,"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":"2023-06-23T17:40:35+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":19,"score":null,"hot":3375076600,"url":"https:\/\/community.smartsheet.com\/discussion\/106837\/all-columns-arent-showing-up-for-grouping-in-reports","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106837\/all-columns-arent-showing-up-for-grouping-in-reports","format":"Rich","lastPost":{"discussionID":106837,"commentID":382035,"name":"Re: All columns aren't showing up for Grouping in Reports","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382035#Comment_382035","dateInserted":"2023-06-23T17:07:03+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":"2023-06-23T17:40:35+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\/2EJA60U6S04F\/pm-column-issue.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"PM Column Issue.jpg"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T17:47:52+00:00","dateAnswered":"2023-06-23T17:07:03+00:00","acceptedAnswers":[{"commentID":382035,"body":"

Is it set to allow for multiple selections? If so, reports cannot group by that. The only way to get it to work on a dropdown column is if it is set as a single select.<\/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":106777,"type":"question","name":"Struggling with Notification Preferences","excerpt":"I have a user with the following configuration: Two automations are defined: 1 - Trigger: When rows are changed. Alert Someone - Send to Specific People (contacts provided) 2 - Trigger: When rows are added or changed. Alert Someone- Send to Specific People (contacts provided) There is no problem with the notifications…","categoryID":321,"dateInserted":"2023-06-22T15:42:37+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T16:18:18+00:00","insertUserID":137494,"insertUser":{"userID":137494,"name":"LWright","title":"","url":"https:\/\/community.smartsheet.com\/profile\/LWright","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nCDGV1TJ8PEJV.png","dateLastActive":"2023-06-23T16:17:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":137494,"lastUser":{"userID":137494,"name":"LWright","title":"","url":"https:\/\/community.smartsheet.com\/profile\/LWright","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nCDGV1TJ8PEJV.png","dateLastActive":"2023-06-23T16:17:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":45,"score":null,"hot":3374989855,"url":"https:\/\/community.smartsheet.com\/discussion\/106777\/struggling-with-notification-preferences","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106777\/struggling-with-notification-preferences","format":"Rich","lastPost":{"discussionID":106777,"commentID":382017,"name":"Re: Struggling with Notification Preferences","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382017#Comment_382017","dateInserted":"2023-06-23T16:18:18+00:00","insertUserID":137494,"insertUser":{"userID":137494,"name":"LWright","title":"","url":"https:\/\/community.smartsheet.com\/profile\/LWright","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nCDGV1TJ8PEJV.png","dateLastActive":"2023-06-23T16:17:39+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\/EC5H22Y159GM\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T16:17:38+00:00","dateAnswered":"2023-06-23T15:46:21+00:00","acceptedAnswers":[{"commentID":382008,"body":"

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

Yes, this looks to be unexpected, as your workflow should count as a \"sheet change\" and not a sharing invitation. <\/p>

Please submit your ticket to Support through the Support Portal <\/a>with the following information:<\/p>