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Slack 工作流程构建器指南
工作流程构建器 可以帮助你自动执行 Slack 工作区或 Enterprise Grid 组织中的日常任务和流程。工作流程繁简随意,甚至可与你用来完成工作的其他应用关联 起来。
Slack 管理:在 Slack 中管理工作流程构建器
Slack 管理员可以通过查看以下工作流程构建器管理选项,确保成员以符合工作区或组织策略的方式构建和使用工作流程:
在 Slack 中构建工作流程
默认情况下,任何人都可以在 Slack 中构建工作流程,并且有两个选项可以开始:你可以从模板建立工作流程;或者,如果需要进一步自定义,也可以从头开始构建工作流程。无论哪种方式,下面的指导都将帮助你启动和运行工作流程,并将其准备好在你的工作区或组织中使用。
开始使用模板
如果你不熟悉构建工作流程,这些教程将指导你使用模板作为起点来构建工作流程:
从头开始构建
对于更高级的工作流程,或者对于还没有模板的任务,你可以从头开始构建工作流程:
添加连接器步骤
无论你是从头开始还是使用模板,添加到工作流程中的步骤都将完成任务。如果你想让工作流程在第三方服务中执行操作,可以添加连接器步骤 。
这些步骤要求你使用第三方服务对帐户进行身份验证,并且可能需要额外的批准或配置才能在工作流程中使用。如需更多指导,请参阅:
管理现有工作流程
工作流程发布后,建立该工作流程的人员及任何工作流程管理者都可以:
在 Slack 中使用工作流程
在你的工作区或组织中可以找到和使用的工作流程对于你的组织的需求和流程来说是唯一的。如果你不确定何时使用某个工作流程,或其设计目的是什么,最好联系构建该工作流程的人员以了解更多信息。
开始工作流程
如果工作流程设计为从链接开始,你需要找到并单击该链接才能使用该工作流程。这些链接设计为在 Slack 中的任何位置共享,因此无论你在哪个频道或私信 (DM) 中工作,都可以启动它们。
你可以将工作流程链接添加到画板 ,或在消息中发送这些链接以供自己或其他人点击。你还可以在 Slack 中的以下位置浏览从链接开始的工作流程:
工作流程库 在桌面版中,将鼠标悬停在侧栏中的 更多 上,然后单击 自动化 。选择 工作流程 ,以浏览你所在工作区或组织中的所有工作流程。
搜索 在桌面版中,单击搜索栏。键入工作流程的名称,然后从结果列表中选择该工作流程。在移动版应用中,点按搜索 ,然后点按工作流程 。
捷径菜单 在任何对话中,单击消息输入框中的 斜杠图标 ,然后开始键入工作流程的名称,以从菜单中选择该工作流程
构建为按时间表启动的工作流程将自动启动。其他工作流程与对话相关,并将根据对话中发生的常见 Slack 操作启动。你可能采取以启动工作流程的一些操作包括:
要查看哪些工作流程在特定对话中启动或有哪些步骤在特定对话中发生,请查看对话详情 。
完成工作流程提示
工作流程启动后,其步骤将自动运行。工作流程完成各个步骤时,系统可能会提示你填写表单、单击按钮或使用第三方服务进行身份验证 以继续下一步。
共享或复制工作流程
如果工作区中的人员找不到工作流程,或者你想将工作流程发送给认为其有用的人员,你可以共享工作流程 。
默认情况下 ,你也可以复制 任何工作流程,以使用其步骤,并根据自己的需要进行修改。
哪些人员可以使用此功能?
默认情况下,所有成员 都可以建立工作流程,成员 和访客 也可以使用这些工作流程
在付费套餐 中可用
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