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Getting Started
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构建工作流程
工作流程构建器提供了一套工具,可帮助你在 Slack 中将常规的做事方法以使用工作流程的方式实现自动化。工作流程繁简随意,甚至可与你用来完成工作的其他应用和服务关联起来。
小窍门: 如果你刚刚接触工作流程,建议你访问上一个教程 ,以了解工作流程及其使用方式。
构建工作流程
无论你是计划从头开始创建工作流程,还是使用模板,了解一些关键术语都是很有帮助的。
期限
定义
示例
触发器
这是工作流程的启动方式。
工作流程可以通过单击链接启动,也可以通过一个操作(如加入频道)启动。
步骤
你希望工作流程采取的操作。
步骤可以使用表单发送消息或收集信息。你也可以从第三方应用中添加步骤。
变量
提交给你的工作流程可在其他地方引用的任何信息。
变量可以是运行工作流程的任何人员的姓名,也可以包含在欢迎他们加入频道的消息中。
工作流程管理者
拥有管理工作流程权限的工作区成员。
任何工作流程管理者 都可以编辑、取消发布或删除工作流程。他们还可以添加和移除其他工作流程管理者。
至此,你已经熟悉了关键术语,接下来请按照以下步骤开始构建你的工作流程:
使用模板
从头开始
在桌面版中,将鼠标悬停在标签栏中的 更多 上。
选择 自动化 。
单击 模板 ,然后选择要使用的模板。
单击使用此模板 按钮,如果要更改工作流程的启动方式、步骤或任何变量,请按照提示自定义模板。
完成对模板的自定义后,请继续按照以下部分的说明来发布工作流程。
在桌面版中,将鼠标悬停在标签栏中的 更多 上。
选择 自动化 。
单击右上角的建立工作流程 。
从列表中选择工作流程的启动方式,并在出现提示时填写其他信息。
添加工作流程的步骤。
完成设置后,请继续按照以下部分的说明来发布工作流程。
发布工作流程
你的工作流程一旦发布,它便可立即供人们使用。请按照以下步骤来发布工作流程:
如果你尚未构建工作流程,请参考上述 步骤进行构建。
单击工作流程构建器窗口顶部附近的完成 ,然后为你的工作流程命名,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 。
告诉与你协作的人员有关这个工作流程的作用,以及他们如何开始使用!
了解更多
如果你已经构建了第一个工作流程,并且希望进行深入探究,请查看我们针对工作流程构建器提供的一些其他帮助资源。
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