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当在表单上输入时，web表单名称与联系人列表不匹配

马克·博纳姆
马克·博纳姆
编辑12/09/19 在存档的2015个帖子

当使用webforms和提交者输入他们的名字时，如果他们的名字已经在联系人中，它就不匹配联系人的名字。因此，您最终会得到一个与联系人列中已经存在的名称相同的新名称条目。它们之间有联系吗?

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评论

  • 特拉维斯
    特拉维斯 员工

    Hi Mark - web表单没有办法查看您的联系人或将输入的姓名链接到您表单中的Smartsheet用户。最好的选择是在表单提交后修复工作表中的名称。

  • 斯蒂芬妮·泰勒
    斯蒂芬妮·泰勒 ✭✭✭✭✭✭

    您能在web表单中预先填充名称吗?通过这种方式，他们将被输入以匹配您的联系人列表。还是有太多不同的人在使用web表单?

  • 特拉维斯
    特拉维斯 员工
    编辑04/30/15

    Stephanie—您可以用单个值预先填充联系人列表字段，但这将作为文本，而不是作为联系人(就像您输入它一样)。此时还没有将输入的名称链接到用户的解决方案。一旦名称出现在工作表中，您就需要修改它。

    我会把这个功能建议传达给我们的产品团队!ob欧宝娱乐app手机下载

  • 马克·博纳姆
    马克·博纳姆
    编辑05/01/15

    谢谢你的建议。现在必须修复名称以匹配预先存在的提交者。这只是一个繁重的手工过程。如果web表单的提交者之前已经使用过该表单，那么它可以将名称返回给提交者。因此，当提交者开始从智能表中预先存在的信息中输入自己的名字时，vlookup将允许他们选择匹配项。这是smartsheet可以考虑做的事情吗?谢谢。

  • 特拉维斯
    特拉维斯 员工

    马克——目前还没有任何关于这个功能的近期计划，但我确实把这个请求发给了我们的产品团队，以便在未来的开发中考虑。ob欧宝娱乐app手机下载谢谢马克!

  • 大卫•鲍曼
    大卫•鲍曼 ✭✭✭✭✭✭
    编辑08/06/15

    我同意马克的看法!这太有帮助了。在工作表中，联系人是从下拉菜单中选择的，但Webform中的相同字段没有给您下拉选项(不像其他下拉字段那样工作…)看来这是件很重要的事。

    谢谢!

    戴夫

  • 布莱恩Veasman
    布莱恩Veasman

    如果您使用联系人的电子邮件地址而不是他们的姓名，那么SmartSheet将进行连接。这在web表单和将excel数据复制到具有联系人字段的Smartsheet时非常有用。

  • Kegan
    Kegan

    嗨,伙计们,

    关于这个功能什么时候会加入有什么消息吗?

    K

  • 马克·博纳姆
    马克·博纳姆

    嗨,伙计们,

    只是在联系人姓名的webforms问题上建立了一个想法。假设smartsheet促进协作的逻辑是这样的，在这种情况下，你可以确定正确的名字和人在协作，那么在webform上为一个现有的smartsheet用户提供一个下拉选择的名字不是很有意义吗?

    如果这个人是新来的，他们需要一个基本的注册表来保持他们的联系人名一致?当然，只有在需要联系人姓名的web表单上。

    具有自由形式的不一致的名称并手动更正的可伸缩性不适用于大量人群。

    谢谢,
    马克

  • 特拉维斯
    特拉维斯 员工

    大家好!感谢您的反馈，我们理解您的担忧。我们的目标是使Smartsheet成为协作、计划和监控项目和任务的最佳和最简单的方式，并不断改进产品。ob欧宝娱乐app手机下载我没有任何关于这个特殊功能的更新，但你可以查看我们的产品路线图，看看我们目前在做什么:ob欧宝娱乐app手机下载www.santa-greenland.com/ob欧宝娱乐app手机下载product-roadmap

  • R.Holden
    R.Holden

    这是一个很好的请求，我将检查路线图，看看它是否很快!

  • 戈登
    戈登 ✭✭✭✭✭✭
    编辑06/28/16

    根据Brian Veasman之前的建议，我尝试在webform联系人列表字段中输入电子邮件地址，但是S/S似乎仍然不能在表中与我现有的Team帐户/联系人数据建立连接。

    这一关键功能是否有更新，或者是否有创造性的解决方案?我正在寻找一种方法来设置提醒和警报表绑定到一个联系人列表字段，是通过网络表单输入。

  • 克里斯蒂马歇尔
    克里斯蒂马歇尔 ✭
    编辑10/17/16

    布莱恩Veasman

    你说过，如果你使用联系人的电子邮件地址而不是他们的姓名，SmartSheet就会进行连接。我没有发现这是真的。我从Excel或SQL复制，我已经尝试了联系人的电子邮件地址，我仍然需要从下拉列表中手动键入名称。我想知道我是否需要某种格式?我只有(电子邮件保护)我需要引用或其他特殊的东西来让它识别它吗?我注意到，如果我从Excel导入，它可以识别它，但不能复制。谢谢你的建议。这是我每天都要做的很耗时间的工作。我每天要复制500多行，这是我唯一需要手动输入的字段。

  • 肯特·沃恩
    肯特·沃恩 ✭✭✭✭✭✭

    从我+ 1。

    这是另一个我觉得很难相信没有实现的功能。除非我遗漏了一些重要的细节，如果我没有联系方式，那么提醒/提醒就无法发送电子邮件，对吗?所以这就意味着，想要通过网页表单做一些简单的事情，比如一个行动项目列表，就意味着你必须进入表单，输入实际的联系信息。(可以在联系人栏中输入电子邮件地址，并将联系人栏“链接”起来。但每一个“待办事项”都要输入一个电子邮件地址，这似乎非常低效)。

  • Rob借给
    Rob借给
    编辑03/13/17

    从我+ 1。

    我参加过一些SS培训，我越来越擅长基于最佳实践创建表和报告，但我使用的功能越多，SS产品中出现的漏洞似乎就越多……ob欧宝娱乐app手机下载

这次讨论已经结束了。

类别

From your screenshots, it looks like you are referencing the same range - \"Account Profile - Lafayette Square Range 2\" - in both formulas.<\/p>

You need to create a NEW reference, with a different reference name, for the Status Column. <\/p>

=COUNTIF( {Account Profile - Lafayette Square STATUS<\/strong>}, \"Complete\")<\/code><\/p>

To do this, edit your COUNTIF formula, and completely delete \"Account Profile - Lafayette Square Range 2\". Then select Reference Another Sheet, and define a new reference being sure to give it a new name and highlight the proper column.<\/p>

As a best practice, you should give your reference names more meaningful names to help in your troubleshooting.<\/p>

e.g. \"Dollar Values\" and \"Status\" instead of \"Range 2\"<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-15 23:02:36","updateUser":{"userID":118935,"name":"Christina Reid","url":"https:\/\/community.smartsheet.com\/profile\/Christina%20Reid","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-15T23:02:41+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[]},{"discussionID":95399,"type":"question","name":"Automation to copy information back to row with identical auto number","excerpt":"An Inquiry sheet contains all inquiries received via a Smartsheet form. Each inquiry receives an auto number generated by Smartsheet. Automation is set to copy the inquiry information to a regional sheet for a staff member, regional representative, in the area to respond to the inquiry. Once the regional representative…","categoryID":321,"dateInserted":"2022-09-15T15:13:45+00:00","dateUpdated":"2022-09-15T15:18:25+00:00","dateLastComment":"2022-09-15T18:34:46+00:00","insertUserID":146734,"insertUser":{"userID":146734,"name":"Paul G.","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20G.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-15T19:23:08+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":86866,"lastUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-15T19:39:07+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":43,"score":null,"hot":3326525311,"url":"https:\/\/community.smartsheet.com\/discussion\/95399\/automation-to-copy-information-back-to-row-with-identical-auto-number","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95399\/automation-to-copy-information-back-to-row-with-identical-auto-number","format":"Rich","lastPost":{"discussionID":95399,"commentID":343709,"name":"Re: Automation to copy information back to row with identical auto number","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/343709#Comment_343709","dateInserted":"2022-09-15T18:34:46+00:00","insertUserID":86866,"insertUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-15T19:39:07+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":"2022-09-15T17:51:06+00:00","dateAnswered":"2022-09-15T15:29:20+00:00","acceptedAnswers":[{"commentID":343668,"body":"

@Paul G.<\/a> <\/p>

How many regional sheets do you have? You need to use INDEX\/MATCH formulas inside nested IFs to look up the completed dates from the regional sheets. The formula would look something like this:<\/p>

=IF(Region@row = \"Northeast\", INDEX({Northeast Regional Sheet Complete Date Range}, MATCH(RowID@row, {Northeast Regional Sheet RowID Range}, 0)), IF(Region@row = \"Southeast\", INDEX({Southeast Regional Sheet Complete Date Range}, MATCH(RowID@row, {Southeast Regional Sheet RowID Range}, 0)), IF(Region@row = \"Central\"... etc.<\/p>

Wrap the whole thing in IFERROR so that upon initial entry, the Completed Date remains blank.<\/p>"},{"commentID":343696,"body":"

@Paul G.<\/a> <\/p>

The \"Record a Date\" functionality is the only automation that could do this. It would need some indicator on the Inquiry sheet to tell it to record the current date. So you'd still end up needing to use nested IFs to decide which sheet you need to look at in order to check for a completed date.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-15 17:51:07","updateUser":{"userID":146734,"name":"Paul G.","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20G.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-15T19:23:08+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":95396,"type":"question","name":"Incorrect Arguement","excerpt":"Hi all, last ditch effort here to help me keep my sanity. I have a formula that is working in one sheet. I've copied the formula and updated the references (as needed) but the formula on the new sheet returns an #INCORRECT ARGUEMENT error. Original formula (that works) =IFERROR(IF(WEEKDAY(TODAY()) = 1, COUNTIFS({Activity…","categoryID":322,"dateInserted":"2022-09-15T14:38:01+00:00","dateUpdated":"2022-09-15T14:53:13+00:00","dateLastComment":"2022-09-15T17:07:46+00:00","insertUserID":4350,"insertUser":{"userID":4350,"name":"Eric W.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Eric%20W.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!psnB6d7cvTw!wiNAd2boODQ!oitY5juQe8u","dateLastActive":"2022-09-15T17:18:18+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":4350,"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":"2022-09-15T17:07:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":33,"score":null,"hot":3326516147,"url":"https:\/\/community.smartsheet.com\/discussion\/95396\/incorrect-arguement","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95396\/incorrect-arguement","format":"Rich","lastPost":{"discussionID":95396,"commentID":343690,"name":"Re: Incorrect Arguement","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/343690#Comment_343690","dateInserted":"2022-09-15T17:07:46+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":"2022-09-15T17:07:10+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":"2022-09-15T16:17:08+00:00","dateAnswered":"2022-09-15T16:03:19+00:00","acceptedAnswers":[{"commentID":343679,"body":"

Double check your ranges. It looks like the syntax is correct, so the only thing left is that your range shape\/sizes don't match somewhere or two different ranges within the same function are referencing two different sheets.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-15 16:17:08","updateUser":{"userID":4350,"name":"Eric W.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Eric%20W.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!psnB6d7cvTw!wiNAd2boODQ!oitY5juQe8u","dateLastActive":"2022-09-15T17:18:18+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}}},"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":[]}],"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">