As your work processes develop, you may need to tweak, copy, disable, delete, unsubscribe from, or subscribe to an automated workflow.
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Access your saved workflows
В верхней левой части страницы выберите Автоматизация > Управление рабочими процессами. In the top right corner of the workflow manager, you can:
- Filter by status: All, Active, Inactive, Unable to run
- Sort by: Name, Date modified, Date created, Last run
Пользователи с правами редактора могут создавать, изменять или удалять только те оповещения и напоминания, получателями которых они являются.
Управление рабочими процессами
- В верхней левой части страницы выберите Автоматизация > Управление рабочими процессами.
- Hover over the workflow and select the More icon. The following table contains what you can do here.
| Use this command | Действия | Tips and notes |
|---|---|---|
| Деактивировать | Temporarily turn off the rule | Use this command to use the rule in the future. |
| Запустить сейчас... | Чтобы запустить рабочий процесс вручную, выполните следующие действия. | Use this command to run the workflow whenever you want manually. |
Протестировать сейчас... | Тестирование рабочего процесса | Use this command to test your workflow on a test row or use to preview how Notifications will look by sending them to yourself. |
| Изменить | Rename or change the criteria for the rule | Use this to modify the alert message. |
| Дублировать | Create a copy of the rule | Use this command to create the same workflow type for a different purpose. This allows you to create another workflow faster. |
| Subscribe or Unsubscribe | Stop receiving the alert | You can unsubscribe directly from the alert or action you receive, by selecting Unsubscribe in the Don't want to receive these emails? section in the email message. To subscribe, access the workflow menu, and select Subscribe if you want to receive alerts or automated actions. |
| Удалить | Delete the rule completely | You can’t undo this. |
| Свойства рабочего процесса | Свойства рабочего процесса | You can see here the workflow ID, workflow creation details, and who has unsubscribed. |
Workflow issues and notifications
You may receive email notifications if there are issues with your workflow. Follow the instructions in the email to fix any issues.
Duplicate a workflow
As described previously, select Duplicate in the workflow menu. You can then edit the workflow to address any new scenarios.
Обратите внимание на следующее.
- Edit any approval requests: Store them in a new field or use new values. If you don't change them, approvals in your original workflow may cause approval requests in the duplicated workflow to run.
- Check your subscriber list: Make sure all the correct people receive notifications.
Свойства рабочего процесса
Open the Workflow Properties dialog to review the following details:
- Идентификатор рабочего процесса может пригодиться при обращении в службу поддержки Smartsheet
- Created by: User who created the workflow.
- People who unsubscribed from the workflow: Total number and list of unsubscribed users.