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自動化:使用簡易表單收集資訊
10 分鐘內你將學會: 建立簡易表單在 Slack 中收集共事者的想法、意見回饋或請求。還可以自動將收集到的回應加入 Google 試算表 ,讓資訊井然有序!
開始使用!
步驟 1:透過工作流程範本開始
在桌面上,將游標放在分頁列中的「 更多 」上。
選取「 自動化 」。
按一下「 範本 」並選取「收集資訊 」範本。
按一下「使用範本 」按鈕。
步驟 2:編輯表單
按一下「收集表單中的資訊 」旁邊的 鉛筆圖示 。
指定你的表單標題。
按一下「每個問題」旁邊的 鉛筆圖示 即可編輯或刪除。按一下「新增問題 」即可新增至表單中。使用「 向上 」和「 向下 」箭頭可變更順序。如有需要,可以按一下「預覽表單 」看看呈現畫面。
按一下「儲存 」。
步驟 3:自動分享回應
此範本設定為將自動訊息傳送到使用工作流程的頻道。此訊息會提及填寫表單的人員並包含其回應。你可以自訂此訊息內容。
如要自訂訊息,請按一下「傳送訊息至... 」旁邊的 鉛筆圖示 。
如要將訊息傳送至其他頻道,請按下拉式功能表。
按一下訊息欄位以編輯訊息。選取訊息欄位下方的「 插入變數 」即可在訊息中新增資訊,例如對你新加的表單問題的回應。
按一下「儲存 」。
選用 (但很實用) 步驟:將回應新增至 Google 試算表
使用表單收集到的回應會自動傳送至 Google 試算表。如果你想利用試算表整理從表單中收集到的資訊,這會很實用。
按一下視窗底部附近的「新增步驟 」開啟步驟資源庫。
從清單中選取「Google 試算表 」。
選取「新增至試算表 」,並按照提示連結 Google 帳號 (如果尚未連結)。
按下拉式功能表並選取現有試算表或建立新試算表,然後將值對應至試算表中的欄。
按一下「儲存 」。
步驟 4:完成
按一下「完成 」並為工作流程命名,然後按「下一步 」。
按照需要新增工作流程管理員並編輯權限,然後按一下「發布 」。
按一下「複製連結 」。
你現在可以使用工作流程了!分享工作流程連結,人員就能存取你的表單了。如要深入瞭解工作流程或需要協助,請按一下 Slack 中的「 問號圖示 」。
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