跨多个工作表的联系人类型列

KMan1190
KMan1190 ✭✭
在内容基本知识

我有一份承包商的名单，从他们入职到退役，都在不断更新。我希望将它们作为联系人类型列输入。我有多个表，我希望这一列是相同的，也希望，当我更新表A和添加一个新的承包商和他们的电子邮件地址到联系人列的联系人列表，它现在也应该进入到表B, C, D等联系人列表。有点像一个数据源列表，将它们添加到一个空格中，可以在其他表格中进行准确和相同的选择。如果我在表a中输入一个承包商，当您开始在联系人列中键入人员姓名时，它有时会作为预填充选项显示在表B和C中，但它不会出现在该联系人列中的实际联系人列表中，除非我双击列标题并手动添加它们。这以多种方式出现，主要问题是人们试图将包含此联系人列的表单提交到工作表B、C和D，但正确的承包商没有显示在下拉列表中，因为它只添加到工作表A中。

有什么建议让工作表同步，以便当新联系人添加到工作表a的联系人类型列时，它会自动在其他工作表上更新它们?

标签:
· 在Facebook上分享 在Twitter上分享

答案

类别

Apply a filter to the sheet and then you can select that filter in the Dynamic View.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106269,"type":"question","name":"Organizing Smartsheets into folders - Impact to DVs and WorkApps","excerpt":"Hello, I'm trying to organize the workspace listing in Smartsheet. If I create folders and move sheets into different folders, will that mess anything up for the Dynamic Views and WorkApp? Thanks, Frank","categoryID":321,"dateInserted":"2023-06-09T14:20:40+00:00","dateUpdated":null,"dateLastComment":"2023-06-09T15:35:26+00:00","insertUserID":158554,"insertUser":{"userID":158554,"name":"Frank B.","url":"https:\/\/community.smartsheet.com\/profile\/Frank%20B.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3HVYSSRAF5R9\/n9CDGKLAHBDUI.png","dateLastActive":"2023-06-09T15:34:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":116407,"lastUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-10T21:43:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":25,"score":null,"hot":3372645966,"url":"https:\/\/community.smartsheet.com\/discussion\/106269\/organizing-smartsheets-into-folders-impact-to-dvs-and-workapps","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106269\/organizing-smartsheets-into-folders-impact-to-dvs-and-workapps","format":"Rich","tagIDs":[371,443],"lastPost":{"discussionID":106269,"commentID":379859,"name":"Re: Organizing Smartsheets into folders - Impact to DVs and WorkApps","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379859#Comment_379859","dateInserted":"2023-06-09T15:35:26+00:00","insertUserID":116407,"insertUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-10T21:43:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T15:36:14+00:00","dateAnswered":"2023-06-09T15:35:26+00:00","acceptedAnswers":[{"commentID":379859,"body":"

@Frank B.<\/a> If the folders are in the same Workspace that the sheets currently reside, there will for sure be no impact.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":371,"urlcode":"WorkApps","name":"WorkApps"},{"tagID":443,"urlcode":"dynamic-view","name":"Dynamic View"}]},{"discussionID":106272,"type":"question","name":"Automation to send past due notifications to members","excerpt":"Hi All! I hope someone can help me create a (functioning!) automation. I need Smarsheets to send a daily notification to task owners, if the task is marked past due. Currently, I have been able to create an automation that will alert owners when a task becomes past due; however, this is a one-time notification. I've…","categoryID":321,"dateInserted":"2023-06-09T14:40:21+00:00","dateUpdated":"2023-06-09T14:48:10+00:00","dateLastComment":"2023-06-09T15:01:14+00:00","insertUserID":162249,"insertUser":{"userID":162249,"name":"blake_smith_b","title":"Accountant - Financial Reporting","url":"https:\/\/community.smartsheet.com\/profile\/blake_smith_b","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T15:10:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":142964,"lastUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-06-09T16:08:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":24,"score":null,"hot":3372645095,"url":"https:\/\/community.smartsheet.com\/discussion\/106272\/automation-to-send-past-due-notifications-to-members","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106272\/automation-to-send-past-due-notifications-to-members","format":"Rich","tagIDs":[334,510],"lastPost":{"discussionID":106272,"commentID":379850,"name":"Re: Automation to send past due notifications to members","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379850#Comment_379850","dateInserted":"2023-06-09T15:01:14+00:00","insertUserID":142964,"insertUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-06-09T16:08:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/XJX8FMEG7M9C\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T15:12:48+00:00","dateAnswered":"2023-06-09T15:01:14+00:00","acceptedAnswers":[{"commentID":379850,"body":"

In the Trigger section, select \"When a date is reached\",<\/p>

Then select \"Custom\" for when to run the automation, and select \"Repeat Every\" and choose 1 Day.<\/p>

Then select your Conditions. For yours, you can say \"Where Past Due?\", and select \"is one of\", then choose \"Past Due\"<\/p>

Example below.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":510,"urlcode":"email-notifications","name":"Email Notifications"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

使用Smartsheet的趋势

  • 动态视图-使用多个联系人列来限制访问

    我有一个动态视图，它曾经基于两列提供访问权限(如果您在Contact或backup Contact中—您可以看到那一行)。周二，这个功能不再工作(页面不会为任何人加载)，我去修复它，不得不选择一个联系人列的限制-我…

  • 将智能表组织到文件夹中-对DVs和WorkApps的影响

    你好，我正试图在Smartsheet中组织工作空间列表。如果我创建文件夹并将工作表移动到不同的文件夹中，这会使动态视图和工作应用程序混乱吗?谢谢你,弗兰克

  • 自动向成员发送过期通知

    嗨!我希望有人能帮助我创建一个(功能!)自动化。我需要智能表发送每日通知的任务所有者，如果任务被标记过去到期。目前，我已经能够创建一个自动化，将提醒业主当一个任务变得过期;然而，这是一个一次性通知。我已经……