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自动化:使用简单的表单收集信息
以下是你将要学习的内容(时长 10 分钟或更短): 如何在 Slack 中建立表单来收集想法、反馈或请求。另外,自动将回复添加到 Google 表格 中可让回复井井有条。
试一试吧!
步骤 1:开始使用工作流程模板
在桌面版中,将鼠标悬停在 更多 上。
选择 自动化 。
单击 模板 ,然后选择反馈报告 模板。
单击设置 。
步骤 2:编辑表单
给表单起个标题。
单击每个问题旁的 铅笔图标 ,可以编辑或删除问题。单击添加问题 可在表单中添加问题。使用 向上 和 向下 箭头可以更改顺序。你也可以单击预览表单 ,查看表单的最终效果。
单击保存 。
步骤 3:自动共享回复
模板设置为向使用工作流程的频道发送自动消息。消息中会提到填写表单的人,并包括此人的回复。你也可以对此消息进行自定义。
若要自定义消息,请单击发送消息给... 旁边的 铅笔图标 。
若要将消息发送到另一个频道,请单击下拉式菜单。
单击消息输入框,以编辑消息。选择消息输入框下方的 插入一个变量 ,可在消息中添加其他信息,例如对你可能已经添加到表单中的其他问题做出的回复。
单击保存 。
可选(实用)步骤:向 Google 表格添加回复
使用表单收集的回复可以自动发送至 Google 表格。如果想用电子表格整理从表单中收集到的信息,这将非常有用。
单击窗口底部旁边的添加步骤 ,即可打开步骤库。
从列表中选择 Google 表格 。
选择添加到电子表格 ,如果您还没有关联 Google 帐户,请根据提示进行操作。
单击下拉式菜单,选择现有电子表格或新建电子表格,然后将值映射到电子表格中的列。
单击保存 。
步骤 4:结束
单击结束 ,然后为工作流程命名,并单击下一步 。
如果需要,你可以添加工作流程管理者并编辑权限,然后单击发布 。
单击复制链接 。
你的工作流程已准备就绪!共享工作流程链接,让他人访问你的表单。要了解更多关于工作流程的信息以及寻求协助,请在 Slack 中单击 问号图标 。
小窍门: 使用我们的反馈收集和分流 模板(其中包含一系列画板、列表和工作流程)轻松整理和管理请求。
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