创建包含多个条目的表单

Zachwalters99
Zachwalters99 ✭
在内容基本知识

你好,


我的问题是，我有一个用来记录发票的表格。我需要的形式，首先附加一些发票和创建多个条目。我已经看到了使用另一个表单和自动化的一些方法。唯一的问题是表单必须有pdf格式的发票上传。所以我不确定的解决方案是值得尝试，如果pdf不与每一行分开。


任何建议吗?


谢谢,

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最佳答案

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭
    ✓回答

    嗨@Zachwalters99

    我希望你一切安好!

    我开发了一个使用两个表单(或使用条件逻辑的相同表单)的解决方案，可用于提交主要信息，然后在第一个提交之后的新行上提交其他信息。

    这样行吗?

    我希望这对你有帮助!

    注意安全，祝你一周愉快!

    最好的

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    ✅我的帖子是否帮助或回答了你的问题或解决了你的问题?请支持社区将其标记为“有见地”/“投票赞成”、“很棒”或“并且”作为公认的答案．这将使其他人更容易找到解决方案或帮助回答!

    智能表专家顾问兼合伙人

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    请随时与我联系，了解有关Smartsheet，集成，一般工作流建议或其他方面的帮助。

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答案

  • 雷林德斯特伦
    雷林德斯特伦 ✭✭✭✭✭✭
    编辑06/21/23

    你好,

    表单用于创建单个条目。您可以让表单在提交后打开另一个表单，或者在每次提交后重新加载表单。这里有一条关于它的线索。

    Can I set up a form to populate multiple entries into one sheet? For example, I have a training log in which a form is filled out and entered into the log. However, many training's have multiple attendees in which all the training info is the same. So how can I set it up so that a trainer can put all the names in one field then fill in the rest of the fields so that when he\/she submits it, each name is a separate line item, and all the columns have the same training info?<\/p>","bodyRaw":"[{\"insert\":\"Can I set up a form to populate multiple entries into one sheet? For example, I have a training log in which a form is filled out and entered into the log. However, many training's have multiple attendees in which all the training info is the same. So how can I set it up so that a trainer can put all the names in one field then fill in the rest of the fields so that when he\\\/she submits it, each name is a separate line item, and all the columns have the same training info?\\n\"}]","format":"rich","dateInserted":"2020-02-03T17:33:39+00:00","insertUser":{"userID":117528,"name":"Sidonia Posteuca","url":"https:\/\/community.smartsheet.com\/profile\/Sidonia%20Posteuca","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-03-03T21:04:03+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":true,"showPostLink":true,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/65718\/one-form-into-multiple-entries","embedType":"quote","name":"One form into multiple entries"}"> https://community.smartsheet.com/discussion/65718/one-form-into-multiple-entries

    BRgds,

    光

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  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭
    ✓回答

    嗨@Zachwalters99

    我希望你一切安好!

    我开发了一个使用两个表单(或使用条件逻辑的相同表单)的解决方案，可用于提交主要信息，然后在第一个提交之后的新行上提交其他信息。

    这样行吗?

    我希望这对你有帮助!

    注意安全，祝你一周愉快!

    最好的

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    ✅我的帖子是否帮助或回答了你的问题或解决了你的问题?请支持社区将其标记为“有见地”/“投票赞成”、“很棒”或“并且”作为公认的答案．这将使其他人更容易找到解决方案或帮助回答!

    智能表专家顾问兼合伙人

    https://workbold.com/

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系，了解有关Smartsheet，集成，一般工作流建议或其他方面的帮助。

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  • Zachwalters99
    Zachwalters99 ✭

    嗨@Andree Stara，

    我已经给你发了一封邮件，要求你提供上述服务。

    非常感谢,

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类别

Is it set to allow for multiple selections? If so, reports cannot group by that. The only way to get it to work on a dropdown column is if it is set as a single select.<\/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":106835,"type":"question","name":"Can I use Form collected Data to Pre-populate another form?","excerpt":"I have created a Credit App for our company... The form works great for collection of data. Once I have the data though, we need to follow up with Credit References, etc. What I would like to do is have a new form that is sent to someone to follow up with each of the references provided by our customers. What I would love…","categoryID":321,"dateInserted":"2023-06-23T15:12:05+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T19:21:09+00:00","insertUserID":142957,"insertUser":{"userID":142957,"name":"PaulPerger","url":"https:\/\/community.smartsheet.com\/profile\/PaulPerger","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:18:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":142957,"lastUser":{"userID":142957,"name":"PaulPerger","url":"https:\/\/community.smartsheet.com\/profile\/PaulPerger","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:18:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":36,"score":null,"hot":3375084794,"url":"https:\/\/community.smartsheet.com\/discussion\/106835\/can-i-use-form-collected-data-to-pre-populate-another-form","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106835\/can-i-use-form-collected-data-to-pre-populate-another-form","format":"Rich","lastPost":{"discussionID":106835,"commentID":382087,"name":"Re: Can I use Form collected Data to Pre-populate another form?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382087#Comment_382087","dateInserted":"2023-06-23T19:21:09+00:00","insertUserID":142957,"insertUser":{"userID":142957,"name":"PaulPerger","url":"https:\/\/community.smartsheet.com\/profile\/PaulPerger","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:18:38+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":"2023-06-23T19:18:53+00:00","dateAnswered":"2023-06-23T19:12:52+00:00","acceptedAnswers":[{"commentID":382086,"body":"

It depends on your automation settings. If you set it to unrestricted, you can send to an email address in a cell without giving them access to the sheet. You can also specify which cells are provided in the update request within the automation builder.<\/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":106840,"type":"question","name":"Report not showing all rows that match the filter parameters","excerpt":"Hello! I have a sheet that has 3424 rows with a specific Due Date. When I look at that filter option in the report, I see that it sees 3424 for that field. However, when I add that parameter, only 2500 rows display. I can't find a row limit to reports that would cause this. Is there a row limit to reports that I'm unaware…","categoryID":321,"dateInserted":"2023-06-23T16:50:36+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T17:36:10+00:00","insertUserID":74136,"insertUser":{"userID":74136,"name":"asimcock","url":"https:\/\/community.smartsheet.com\/profile\/asimcock","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T17:45:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-23T19:11:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":37,"score":null,"hot":3375083206,"url":"https:\/\/community.smartsheet.com\/discussion\/106840\/report-not-showing-all-rows-that-match-the-filter-parameters","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106840\/report-not-showing-all-rows-that-match-the-filter-parameters","format":"Rich","tagIDs":[265],"lastPost":{"discussionID":106840,"commentID":382043,"name":"Re: Report not showing all rows that match the filter parameters","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382043#Comment_382043","dateInserted":"2023-06-23T17:36:10+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-23T19:11:32+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":"2023-06-23T17:47:12+00:00","dateAnswered":"2023-06-23T17:02:03+00:00","acceptedAnswers":[{"commentID":382031,"body":"

See this article. There is a 2500 row limit for reports.<\/p>

https:\/\/help.smartsheet.com\/articles\/2482082-configure-grouping-to-organize-results-in-report-builder<\/a><\/p>"},{"commentID":382036,"body":"

That is only for grouping. If you are not grouping, there should be a small link if you scroll all the way to the bottom of the report to go to the next page.<\/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":265,"urlcode":"Reports","name":"Reports"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":5405,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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