子任务的自动工作流

我正在更新我们的工程变更请求(ECR)流程,我们正在将该流程的跟踪转移到Smartsheet。

每个ECR需要来自几个不同部门的各种各样的东西才能完成。现在,这个过程从一个任何人都可以提交的表格开始。新的ecr由变更委员会审查,然后批准。一旦一个ECR被批准,一个工程师被分配到ECR,这一行就被复制到一个新的表格(ECO网格)。在ECO网格上,主要工程师工作与文件控制负责人合作,将需要完成的任务分配给ECR。我制作了两个下拉菜单,允许多种选择:工程可交付成果和文档可交付成果。每个选择都是一个需要完成的任务。

现在我已经创建了将行复制到任务列表的工作流。一旦创建了新行,就复制第一行。例如,当ECR 1256被批准并移动到ECO网格时,该行会自动复制到ECO任务列表。然后,我设置了工作流,每次在工程交付和文档交付中选择新的交付时,都会复制ECR1256。结果是,在选择了所有可交付成果之后,任务列表将具有ECR 1256行的许多副本。然后我自己或我的同事进入并清理任务列表,以便每一行只有一个可交付的内容,然后将这一行分配给完成任务的人。

是否有一种方法可以做到这一点,我可以将行从一个工作表复制到另一个工作表,并在选择可交付内容时创建自动子任务,以便在任务列表中每行只有一个可交付内容?我认为应该有工作流来创建像复制行功能一样的子任务,但我可以在其中分配父行,然后使用下拉选择列来指定子任务。

谢谢,

凯蒂

答案

  • @kstaver

    关于清理任务列表的过程,您可以添加条件到复制行工作流,以防止其多次运行。在我下面的例子中,只有当可交付的信息被填满后,行才会被复制,但是您可以使用其他操作符和条件使其受到必要的限制,以防止工作流为单行运行多次。

    截图2022-04-20:10.06.36.png

    另一方面,目前还不可能根据下拉选择或任何其他标准在工作表中自动添加子任务,当您有时间时,请让我们的产品团队知道您的反馈ob欧宝娱乐app手机下载填这张表,给你。谢谢你!

    我能想到的另一种方法是用列代替子任务,并为每种可交付类型或最常见的类型设置不同的任务列表。然后,您可以将来自不同可交付表的所有任务合并到报告.如果这看起来像是一个选项,那么您可以调整ECO网格中的自动化工作流,根据需要根据下拉选择将行复制到每个预先设置的可交付任务列表。

    如果您需要对当前的表格/自动化配置提供进一步的建议,请添加一些截图,以确保您已隐藏任何机密数据。

    我希望这能提供一些见解和帮助。

    干杯!

    胡里奥

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She will be shared to whatever workspaces the group has at the same permission level as the group.<\/p>


<\/p>

It also works in the opposite direction. If someone has access to a Smartsheet item through a group then they will no longer have access to that item if they are removed from the group unless they are shared as an individual back to the item.<\/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":208,"urlcode":"Workspaces","name":"Workspaces"},{"tagID":245,"urlcode":"Sharing","name":"Sharing and Collaboration"},{"tagID":442,"urlcode":"groups-and-group-management","name":"Groups and Group Management"}]},{"discussionID":106011,"type":"question","name":"Why do I get a #Incorrect argument set error with the formula below\/","excerpt":"=IF(Status@row = \"Not Started\", \"Blue\", IF(OR(AND(TODAY()>[End Date]@row, Status@row = \"Not Started\"), AND(TODAY()>[End Date]@row, Status@row = \"In Progress\")), \"Red\", IF(OR(AND(TODAY(-5)>[End Date]@row, Status@row = \"Not Started\"), AND(TODAY(-5)>[End Date]@row, Status@row = \"In Progress\")), \"Yellow\", IF(Status@row =…","categoryID":321,"dateInserted":"2023-06-05T15:02:28+00:00","dateUpdated":null,"dateLastComment":"2023-06-05T15:26:32+00:00","insertUserID":159166,"insertUser":{"userID":159166,"name":"Carole M.","url":"https:\/\/community.smartsheet.com\/profile\/Carole%20M.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-06T17:00:38+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-07T01:51:25+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":42,"score":null,"hot":3371957940,"url":"https:\/\/community.smartsheet.com\/discussion\/106011\/why-do-i-get-a-incorrect-argument-set-error-with-the-formula-below","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106011\/why-do-i-get-a-incorrect-argument-set-error-with-the-formula-below","format":"Rich","lastPost":{"discussionID":106011,"commentID":378815,"name":"Re: Why do I get a #Incorrect argument set error with the formula below\/","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/378815#Comment_378815","dateInserted":"2023-06-05T15:26:32+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-07T01:51:25+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":"2023-06-05T15:22:11+00:00","dateAnswered":"2023-06-05T15:14:09+00:00","acceptedAnswers":[{"commentID":378809,"body":"

14 opening parentheses, 15 closing parentheses.<\/p>"},{"commentID":378815,"body":"

It's an easy mistake to make. Glad I could help.<\/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":105939,"type":"question","name":"Admin Centre - multiple admins","excerpt":"Allow more than one user the ability to administer the admin centre. It is common for enterprise clients to have more than one administrator, therefore this creates bottlenecks in user management tasks, if that one user is busy or on annual leave.","categoryID":321,"dateInserted":"2023-06-02T10:50:44+00:00","dateUpdated":"2023-06-06T09:42:35+00:00","dateLastComment":"2023-06-06T09:48:22+00:00","insertUserID":139581,"insertUser":{"userID":139581,"name":"darkmatter","url":"https:\/\/community.smartsheet.com\/profile\/darkmatter","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!XHPS3zzuBP4!m3DRfwiLWvQ!vLAErbBT_f5","dateLastActive":"2023-06-06T09:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":91566,"lastUserID":139581,"lastUser":{"userID":139581,"name":"darkmatter","url":"https:\/\/community.smartsheet.com\/profile\/darkmatter","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!XHPS3zzuBP4!m3DRfwiLWvQ!vLAErbBT_f5","dateLastActive":"2023-06-06T09:47:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":39,"score":1,"hot":3371750646,"url":"https:\/\/community.smartsheet.com\/discussion\/105939\/admin-centre-multiple-admins","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/105939\/admin-centre-multiple-admins","format":"Rich","lastPost":{"discussionID":105939,"commentID":378949,"name":"Re: Admin Centre - multiple admins","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/378949#Comment_378949","dateInserted":"2023-06-06T09:48:22+00:00","insertUserID":139581,"insertUser":{"userID":139581,"name":"darkmatter","url":"https:\/\/community.smartsheet.com\/profile\/darkmatter","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!XHPS3zzuBP4!m3DRfwiLWvQ!vLAErbBT_f5","dateLastActive":"2023-06-06T09:47:38+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":"2023-06-06T09:47:55+00:00","dateAnswered":"2023-06-06T09:42:13+00:00","acceptedAnswers":[{"commentID":378948,"body":"

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

Thank you for clarifying! It sounds like you request has to do with Group Admins (versus System Admins).<\/p>

Please feel free to add your comment and vote to this other Idea post on the same topic: Multiple Owners to add users to Smartsheet Groups<\/a><\/p>

Note that System Admins can also add members to Groups, in addition to the main Group Owner. Here's more information. <\/a><\/p>

Cheers,<\/p>

Genevieve<\/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":1},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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