slack 使用说明
Slack, the popular workplace communication tool, now has a Workflow Builder to help you automate recurring tasks. Here’s what it is, what it can do, and how you can use it.
Slack是流行的工作场所通信工具,现在具有工作流生成器,可帮助您自动执行重复任务。 它是什么,它可以做什么,以及如何使用它。
Workflow Builder is only available on Slack’s paid plans: Standard, Plus, or Enterprise. If you’re on its free plan, you’ll need to upgrade to use Workflow Builder, although you can get a free trial of the paid plans if you want to play with it.
Workflow Builder仅适用于Slack的付费计划 :Standard,Plus或Enterprise。 如果您使用的是免费计划,则需要升级才能使用Workflow Builder,但是如果您想使用付费计划,则可以免费试用付费计划。
什么是工作流生成器? (What Is Workflow Builder?)
Workflow Builder allows you to define a trigger, and then a sequence of actions. When the trigger is activated, the sequence of actions occurs. Using one of Slack’s examples, the trigger action might be when a new person joins a channel. The sequence of actions could be to automatically send her a direct message with useful information and a short form for her to introduce herself to the other channel members.
Workflow Builder允许您定义触发器,然后定义一系列操作。 **触发器后,将执行一系列操作。 使用Slack的示例之一 ,触发动作可能是当一个新人加入频道时。 动作顺序可以是自动向她发送直接消息,其中包含有用的信息和简短的形式,供她介绍给其他渠道成员。
You can choose from the following triggers:
您可以从以下触发器中进行选择:
-
Action menu: Someone manually selects the workflow from the channel menu.
操作菜单:有人从通道菜单中手动选择工作流程。
-
New channel member: Someone joins the channel.
新频道成员:有人加入了该频道。
-
Emoji reaction: Someone reacts to a message with an emoji.
表情符号React:有人对带有表情符号的消息做出React。
You can have as many steps in your workflow as you want, but you must choose one of the following:
您可以根据需要在工作流程中执行任意多个步骤,但是必须选择以下选项之一:
-
Send a message: To a person or channel.
发送消息:给某人或某个频道。
-
Send a form: To a person or channel.
发送表格:给个人或渠道。
Even though these are simple triggers and actions, you can still build quite complex workflows, such as approvals or data gathering. Slack’s next planned addition is support to trigger workflows using an API. In theory, this means you could use services like IFTTT or Microsoft Flow, to start a Slack workflow or build a trigger into your own app.
即使这些是简单的触发器和动作,您仍然可以构建相当复杂的工作流,例如批准或数据收集。 Slack的下一个计划中的新增功能是支持使用API触发工作流 。 从理论上讲,这意味着您可以使用IFTTT或Microsoft Flow之类的服务来启动Slack工作流程或在自己的应用程序中构建触发器。
For now, though, all of Slack’s triggers and actions are internal.
不过,到目前为止,Slack的所有触发器和动作都是内部的。
您如何使用Workflow Builder? (How Can You Use Workflow Builder?)
You create a workflow, and then publish it when you want it to be available for others to use. To start, click the arrow next to your workspace name to open the main menu, and then click “Workflow Builder.”
您创建一个工作流,然后在希望其他人可以使用时将其发布。 首先,单击工作区名称旁边的箭头以打开主菜单,然后单击“工作流生成器”。
In the Workflow Builder panel, click “Create Workflow.”
在“工作流构建器”面板中,单击“创建工作流”。
Give your workflow a name—others will see it, so make it descriptive. After you’ve named your workflow, click “Next.”
给您的工作流程起一个名字-其他人会看到它,因此使其具有描述性。 命名工作流程后,单击“下一步”。
Choose a trigger action to start the workflow. For this example, we’ll use “Actions Menu” because we want people to be able to use this workflow whenever they need it.
选择一个触发操作以启动工作流程。 在此示例中,我们将使用“操作菜单”,因为我们希望人们能够在需要时使用此工作流程。
The next step will vary depending on which trigger you choose. If you select “New Channel Member,” you have to choose the channel on which you want the workflow to run. If you choose “Emoji Reaction,” you have to select the emoji you want to trigger the workflow.
下一步将根据您选择的触发器而有所不同。 如果选择“新频道成员”,则必须选择要在其上运行工作流的频道。 如果选择“表情符号React”,则必须选择要触发工作流程的表情符号。
Because we chose “Actions Menu,” we need to pick the channel in which people can start the workflow, and then name it so they can select it. After that, we’ll click “Save.”
因为我们选择了“操作菜单”,所以我们需要选择人们可以用来启动工作流程的渠道,然后对其进行命名以便他们可以选择它。 之后,我们将点击“保存”。
The workflow is created and displayed in the “Workflow Overview” page. Click “Edit” to edit the details. For an “Actions Menu” workflow, you can change the name of the workflow and the channel in which it appears, but you can’t change the trigger action—you have to create a new workflow to do that.
工作流程已创建并显示在“工作流程概述”页面中。 单击“编辑”以编辑详细信息。 对于“操作菜单”工作流,您可以更改工作流的名称以及它在其中出现的通道,但是不能更改触发操作,您必须创建一个新的工作流才能执行此操作。
Now, you have to add one or more actions for the workflow to execute, so click “Add Step.”
现在,您必须添加一个或多个操作才能执行工作流,因此请单击“添加步骤”。
You can choose to “Send a Message” or “Create a Form.” For our example, we’ll click “Add” next to the “Create a Form” option.
您可以选择“发送消息”或“创建表单”。 对于我们的示例,我们将单击“创建表单”选项旁边的“添加”。
In the “Create a Form” panel, you type a title and a question, and then select the type of question it is from the following options in the drop-down menu:
在“创建表单”面板中,键入标题和问题,然后从下拉菜单的以下选项中选择问题的类型:
-
Short answer
简短答案
-
Long answer
长答案
-
Select from a list
从列表中选择
-
Select a person
选择一个人
-
Select a channel or DM
选择一个频道或DM
For our example, we’ll choose “Select From a List.” We also add a value to the list of options, and then click “Add List Item” to add another. Repeat this until you’ve listed all the options from which you want someone to choose.
对于我们的示例,我们将选择“从列表中选择”。 我们还将一个值添加到选项列表中,然后单击“添加列表项”以添加另一个。 重复此操作,直到列出了您希望某人选择的所有选项。
You can use the buttons on the right to move items up and down or remove them from the list. You can also choose a “Default Selection” (if you want one) from the drop-down menu underneath the list items.
您可以使用右侧的按钮上下移动项目或将其从列表中删除。 您还可以从列表项下方的下拉菜单中选择“默认选择”(如果需要)。
After your question is complete, you can make it required, and then add another one. You can add questions until your form is complete, and then choose the channel (or person) to which you want to send the results.
问题完成后,您可以将其设为必填项,然后添加另一个。 您可以添加问题,直到表格填写完毕,然后选择要将结果发送到的渠道(或人员)。
When you’re done with your form, click “Save.”
完成表单后,单击“保存”。
The “Workflow Overview” now shows the step you added. Click “Add Step” to add more steps until your workflow is complete.
现在,“工作流程概述”显示了您添加的步骤。 单击“添加步骤”以添加更多步骤,直到您的工作流程完成。
When the workflow is ready, click “Publish” at the top-right of the page.
工作流程准备就绪后,单击页面右上方的“发布”。
A panel that says your workflow has been published appears with a confetti shower.
一个显示您的工作流程已发布的面板会显示五彩纸屑。
A message is posted in the channel to let everyone know you’ve published a workflow.
该频道中会发布一条消息,让所有人都知道您已经发布了工作流程。
We added our workflow to a channel for anyone to use, so the Workflow symbol (the lightning bolt), is now visible. If you click the icon, your workflow will be visible to everyone, and they can click the icon to select and use your workflow.
我们将工作流程添加到一个供任何人使用的通道,因此现在可以看到“工作流程”符号(闪电)。 如果单击该图标,则每个人都可以看到您的工作流程,他们可以单击该图标来选择和使用您的工作流程。
When you click your workflow, the form you created is displayed.
当您单击工作流程时,将显示您创建的表单。
To edit or change your workflow, click the arrow next to your workspace name to open the main menu, and then click “Workflow Builder.”
要编辑或更改工作流,请单击工作区名称旁边的箭头以打开主菜单,然后单击“工作流生成器”。
The Workflow Builder panel opens.
将打开“工作流生成器”面板。
To edit your workflow, just click it. Click the three dots on the right to open a menu that allows you to perform other actions, like unpublishing or deleting the workflow.
要编辑您的工作流程,只需单击它。 单击右侧的三个点以打开一个菜单,该菜单使您可以执行其他操作,例如取消发布或删除工作流程。
Over time, we expect Slack to add even more functionality to its workflows. In the meantime, though, it’s a useful tool to improve communication and collaboration.
随着时间的流逝,我们希望Slack为其工作流程添加更多功能。 但是,与此同时,它是改善沟通和协作的有用工具。
翻译自: https://www.howtogeek.com/451418/how-to-use-slacks-workflow-builder/
slack 使用说明