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Department Playbooks
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Workspace Administration
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Getting Started
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编辑和管理你的工作流程
如果是你构建了工作流程 ,或者你是工作流程管理者,则可以对其进行更改。
小窍门: 工作流程创建者可以添加工作流程管理者 ,以授予其他人编辑工作流程和管理权限的权限。
编辑工作流程
如果你需要修改工作流程,可以随时对其进行编辑。完成编辑后,发布更改,以便提供给需要使用的任何人。以下是你可以执行的操作:
选择一个新触发器 如果你的工作流程从未发布过,你可以选择新的触发器。要更改已发布工作流程的触发器,请制作副本 并选择新触发器,然后发布该新版本。
修改步骤 添加和移除步骤,或更改其工作方式。
更改工作流程细节 添加新名称、描述或自定义图像。
更新权限 添加和移除工作流程管理者 ,以及更改可以使用和复制该工作流程的人员。
取消发布工作流程 对于较大的更改,你可能需要先取消发布工作流程。这将使其暂时不可用,以便你进行更大的更新。准备好新的改进版本后,只需重新发布工作流程即可。
删除工作流程 从 Slack 中永久移除工作流程。
更改或移除步骤
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 。
单击 由你管理 。
单击要编辑的工作流程旁边的 铅笔图标 。
单击需要更改的步骤旁边的 铅笔图标 。要移除一个步骤,请将鼠标悬停在 铅笔图标 上,然后单击 垃圾桶 。
做出更改,然后单击保存 。
单击发布更改 。
小窍门: 要重新排序步骤,你可以将其拖放到新位置。
更新工作流程细节
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 。
单击 由你管理 。
单击要编辑的工作流程旁边的 铅笔图标 。
单击左上角的工作流程名称,编辑工作流程细节。
做出更改,然后单击保存 。
更改权限
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 。
单击 由你管理 。
单击要编辑的工作流程旁边的 铅笔图标 。
单击工作流程构建器右上角的 三个圆点图标 。
选择设置 ,然后单击权限 旁边的编辑 。
做出更改,然后单击保存 。
取消发布或删除工作流程
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 。
单击 由你管理 。
单击你想要取消发布或删除的工作流程旁边的 三个圆点图标 。
从菜单中选择取消发布 或删除 ,然后单击取消发布 或确认 以进行确认。
注意: 如果你取消发布或移除某个实时工作流程,那么这个工作流程会立即针对正在使用的人员显示停用。工作流程的删除是永久性的,无法撤销。
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