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参与会议的新功能:批准请求

彼得·史密斯
彼得·史密斯 ✭
编辑12/09/19 在2017年发布的文章

你好,

我很难理解批准申请的新特点。我是一家物业管理公司，每个月需要向客户网站上传财务报告。

会计创建财务报告，然后需要客户经理批准，客户经理批准后，他们的收发室将邮寄/邮寄到网站

作为智能表单的管理员，我如何设置审批流程?帐户和经理都是编辑，但客户端不是共享用户。

我想我会在SS中建立专栏，日期创建报告。填写日期后，审批请求将发送给客户经理。之后，我不应该如何在SS使用审批请求功能。

谢谢

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You would need to use a Move Row or Copy Row automation.<\/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":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]},{"discussionID":106742,"type":"question","name":"Conditional Formatting","excerpt":"Hi, I need to apply conditional formatting based on another row in the sheet. Higher it should be highlighted in red, equal to or below highlighted in green. It would be easy to just use the target figures in the conditional formatting rules but I need to be able to change it frequently without changing all the formatting…","categoryID":321,"dateInserted":"2023-06-21T22:41:30+00:00","dateUpdated":null,"dateLastComment":"2023-06-22T15:15:27+00:00","insertUserID":160222,"insertUser":{"userID":160222,"name":"WillH","url":"https:\/\/community.smartsheet.com\/profile\/WillH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-22T15:13:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":160222,"lastUser":{"userID":160222,"name":"WillH","url":"https:\/\/community.smartsheet.com\/profile\/WillH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-22T15:13:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":28,"score":null,"hot":3374836617,"url":"https:\/\/community.smartsheet.com\/discussion\/106742\/conditional-formatting","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106742\/conditional-formatting","format":"Rich","tagIDs":[437],"lastPost":{"discussionID":106742,"commentID":381752,"name":"Re: Conditional Formatting","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381752#Comment_381752","dateInserted":"2023-06-22T15:15:27+00:00","insertUserID":160222,"insertUser":{"userID":160222,"name":"WillH","url":"https:\/\/community.smartsheet.com\/profile\/WillH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-22T15:13:35+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\/ARIIND3W8G3C\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-22T15:15:35+00:00","dateAnswered":"2023-06-22T03:52:17+00:00","acceptedAnswers":[{"commentID":381675,"body":"

@isabonita<\/a> is on the right track. This is kind of an involved answer, but once you figure out the logic, it isn't that bad.<\/p>

You cannot reference specific cells in the conditional format in a manner that would make this easy. You cannot, for instance, say IF this specific cell is greater than that cell, apply this format. You can do it for the same row, but not always referencing the same cell. We get around this by inserting a \"helper\" column for each condition we want to check. The checkbox format works great. In the conditional format rule, you can simply say IF THIS cell is checked, apply the format to THAT cell. <\/p>

To set the checkbox to checked\/unchecked, we use this column formula: =IF(PDP@row > PDP#, 1, 0)<\/p>

But what is PDP#? This is another issue we have to work around. You cannot reference the first cell of a column in a column formula, you can only reference cells in the same row. To work around this, we add fields into the sheet summary. [PDP]# references the PDP field in the sheet summary. In order to make updating these values easier, we set the value of this field equal to the first cell in the PDP column using =PDP1<\/p>

After creating all of the helper columns, setting up the column formulas for each to determine which ones are checked, creating all of the necessary fields in the sheet summary, and setting those equal to the first cells in each of the respective columns within the sheet, we can set up the conditional formatting.<\/p>

Check out the image below to get an idea of how to setup the formats. Unfortunately, we have one more workaround to setup at this stage. Since the formatting will apply to every row in the sheet, it will apply to the first row as well and all of those cells will be green. To get around this, add the first format pictured below as the first one in your list. For the background color, you must select \"white\" in order to avoid the highlight. If you set it to \"no background\", you will get an error because Smartsheet does not see \"no background\" as a format.<\/p>

After everything is setup and running, you should be able to update the cells in your target row and things will work themselves out automatically.<\/p>


<\/p>


<\/p>

\n
\n \n \"Condition.PNG\"<\/img><\/a>\n <\/div>\n<\/div>\n

I hope this helps, and I really hope it makes sense.<\/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":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]},{"discussionID":106733,"type":"question","name":"Automated email to assigned people on a spreadsheet for updates","excerpt":"I have a sheet that has multiple lines assigned to different people. I'd like to send an automated email 14 days prior to an event day to update all the lines that are assigned to them. I dont want to use the Request an update workflow because it does it like a form and I really need it to be in a spreadsheet. Is it…","categoryID":322,"dateInserted":"2023-06-21T20:33:52+00:00","dateUpdated":null,"dateLastComment":"2023-06-22T16:22:42+00:00","insertUserID":159884,"insertUser":{"userID":159884,"name":"Connie Cochran","url":"https:\/\/community.smartsheet.com\/profile\/Connie%20Cochran","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-22T16:18:45+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":"2023-06-22T16:36:21+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":36,"score":null,"hot":3374834194,"url":"https:\/\/community.smartsheet.com\/discussion\/106733\/automated-email-to-assigned-people-on-a-spreadsheet-for-updates","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106733\/automated-email-to-assigned-people-on-a-spreadsheet-for-updates","format":"Rich","lastPost":{"discussionID":106733,"commentID":381773,"name":"Re: Automated email to assigned people on a spreadsheet for updates","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381773#Comment_381773","dateInserted":"2023-06-22T16:22:42+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":"2023-06-22T16:36:21+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-22T16:18:59+00:00","dateAnswered":"2023-06-22T16:14:09+00:00","acceptedAnswers":[{"commentID":381766,"body":"

The alert will only send them rows that they are listed as assigned to. The entire sheet will not be shown in the email.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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