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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

2

评论

  • Shaine格林伍德
    编辑03/13/17

    你好,

    我已将您的投票记录在我们的增强请求列表中,该列表由我们的产品团队定期审查。ob欧宝娱乐app手机下载

    谢谢您的意见!

  • 这个讨论已经持续了近两年。根据大多数的评论,我发现这个功能的缺失令人困惑。除了“已经记录到产品团队”之外,我们还能得到更多的反馈吗?ob欧宝娱乐app手机下载这个答复也给出了将近2年。为什么这个增强(或基本需求?)还没有得到解决,计划是什么?

  • 托德·古尔德
    编辑03/23/17

    在创建表单时,Contact List列的表单字段显示为一个自由表单文本框,我以为自己做错了什么。什么?这怎么可能呢?请纠正这个缺陷。糟糕的设计仍然是缺陷。

  • 保罗沃森
    编辑04/05/17

    +1这个功能。web表单中的联系人列表字段应该是下拉列表,并具有与网格视图相同的功能。

  • 我同意西蒙·威廉姆斯的观点,这种情况已经持续两年了,什么时候才能解决。Smartsheet很好地达到了我们的目的,但这非常令人沮丧,我必须不断地监控它来更新webform条目,以将姓名与联系人列表关联起来。

  • 这绝对是个问题。我们公司经常使用表单,这些表单通常有一个联系人列表字段。由于表单没有将姓名标识为联系人或Smartsheet用户,所以它不能转移到资源视图。

  • 大家好!

    我找到办法了。

    您必须在web表单屏幕中添加一个新的联系人字段。只需点击“添加字段->创建新的->联系人列表…”然后在下拉菜单中添加所有你想要的联系人。”

    如果您在网格视图中添加字段,它将无法工作。

    如果可以的话,请告诉我。如果你们需要帮助的话。

    欢呼,

  • 是的,这是一个提供下拉菜单的选项,但是它不能在大量用户中扩展。Smartsheet有一个模糊搜索选项,但不应该只限制名称的一个版本与匹配的电子邮件地址。在使用smartsheets很长一段时间后,现在我觉得smartsheets的模糊搜索限制只允许有电子邮件地址的联系人名称,不允许在联系人列中有没有电子邮件地址的自由表单名称。这至少可以减少相同名称的重复数量。

  • 如果你以这种方式设置了系统,那么系统会自动发送通知/警报给那个人吗?

  • hdorath
    编辑06/20/17

    是的。我用这种方式设置了它,对我来说一直很有效。用户会收到通知

    唯一的问题是,它是不可扩展的,所以你必须手动添加到下拉菜单中的web表单。除此之外,它应该能正常工作。

    欢呼,

  • ker9
    ker9 ✭✭✭✭✭✭

    请为这个功能添加我的投票。在企业环境中,它至少应该能够提取授权用户列表和/或自动将填写表单的人与授权用户名链接起来。

  • 太棒了!这确实有效。我认为它需要一个可搜索的联系人列表,使其可扩展…

  • 很高兴我能帮上忙。

    欢呼,

  • 当发送和更新请求时,这在表单中工作,为什么不能在web表单中提供相同的功能?

  • SarahW
    编辑04/04/18

    + 1 !我们的团队正在接收来自整个公司的请求,他们喜欢使用Smartsheet web表单来接收请求。然而,即使记录请求的人拥有Smartsheet帐户,它也只会在条目上显示他们的名字。然后,团队必须手动进入并编辑联系人字段,在此之前,他们不能触发对记录器的警报。让账户显示在表单上将会有很大的帮助,这将是促使人们使用Smartsheet web表单而不是其他工具的另一种方式。谷歌表单有这个功能,所以让人们从它转移到Smartsheet是很棘手的。我们也不能使用下拉菜单作为aw orkaround,因为下拉菜单将包含5000人。

这次讨论已经结束了。
@Samuel Dowdy Jr.<\/a> <\/p>

=IF([\"Will Call\" Trips]@row=0, \"Hold\", IF([\"Will Call\" Trips]@row < [\"Will Call\" Goal]@row, \"Yes\", \"No\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-23 18:18:59","updateUser":{"userID":7176,"name":"Samuel Dowdy Jr.","url":"https:\/\/community.smartsheet.com\/profile\/Samuel%20Dowdy%20Jr.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xCPC8T7_6Hw!zIfBc_qPyz4!RrIUl9SqFWX","dateLastActive":"2022-09-24T14:54:26+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":95859,"type":"question","name":"Capacity Planning Template","excerpt":"A google search shows me a capacity planning template exists in Smartsheet but I cannot seem to find it among the templates. I can see it via google search but when I go to download it I'm asked to create a Smartsheet account... but I already have one. Can anyone point me to the template within Smartsheet? Thank you","categoryID":321,"dateInserted":"2022-09-23T19:05:10+00:00","dateUpdated":null,"dateLastComment":"2022-09-23T20:23:24+00:00","insertUserID":152793,"insertUser":{"userID":152793,"name":"UdemyUser","url":"https:\/\/community.smartsheet.com\/profile\/UdemyUser","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-23T20:18:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":152793,"lastUser":{"userID":152793,"name":"UdemyUser","url":"https:\/\/community.smartsheet.com\/profile\/UdemyUser","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-23T20:18:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":18,"score":null,"hot":3327925714,"url":"https:\/\/community.smartsheet.com\/discussion\/95859\/capacity-planning-template","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95859\/capacity-planning-template","format":"Rich","tagIDs":[215],"lastPost":{"discussionID":95859,"commentID":344634,"name":"Re: Capacity Planning Template","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/344634#Comment_344634","dateInserted":"2022-09-23T20:23:24+00:00","insertUserID":152793,"insertUser":{"userID":152793,"name":"UdemyUser","url":"https:\/\/community.smartsheet.com\/profile\/UdemyUser","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-23T20:18:15+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":"2022-09-23T20:22:11+00:00","dateAnswered":"2022-09-23T20:11:03+00:00","acceptedAnswers":[{"commentID":344632,"body":"

@UdemyUser<\/a> <\/p>

It worked for me. I'm currently logged into SmartSheet and have some of my work sheets open so it downloaded it and took me to the sheet right away. Make sure you're logged into your SmartSheet account and you won't get prompted to create an account.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-23 20:22:11","updateUser":{"userID":152793,"name":"UdemyUser","url":"https:\/\/community.smartsheet.com\/profile\/UdemyUser","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-23T20:18:15+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":[{"tagID":215,"urlcode":"Templates","name":"Templates"}]},{"discussionID":95851,"type":"question","name":"//www.santa-greenland.com/community/discussion/207/webform-names-dont-match-to-contact-list-when-inputted-on-form/\"Changes to:\" Option Not Showing Up In Automation","excerpt":"Hello, This is not populating when I am trying to add a specific person from a dropdown list: The goal is to select certain team members that will be involved on a project so we can send rows (tactics\/projects) to team member's sheets from the project lead's sheet. Can you help? Thanks, Ryan Holguin","categoryID":322,"dateInserted":"2022-09-23T15:58:25+00:00","dateUpdated":null,"dateLastComment":"2022-09-23T19:05:45+00:00","insertUserID":149803,"insertUser":{"userID":149803,"name":"Ryan Holguin","url":"https:\/\/community.smartsheet.com\/profile\/Ryan%20Holguin","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ejDcJ2x9GOY!pRNd6WBKr7Q!uGy-EViqsyg","dateLastActive":"2022-09-23T19:52:03+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":149803,"lastUser":{"userID":149803,"name":"Ryan Holguin","url":"https:\/\/community.smartsheet.com\/profile\/Ryan%20Holguin","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ejDcJ2x9GOY!pRNd6WBKr7Q!uGy-EViqsyg","dateLastActive":"2022-09-23T19:52:03+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":21,"score":null,"hot":3327909850,"url":"https:\/\/community.smartsheet.com\/discussion\/95851\/changes-to-option-not-showing-up-in-automation","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95851\/changes-to-option-not-showing-up-in-automation","format":"Rich","tagIDs":[334],"lastPost":{"discussionID":95851,"commentID":344621,"name":"Re: \"Changes to:\" Option Not Showing Up In Automation","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/344621#Comment_344621","dateInserted":"2022-09-23T19:05:45+00:00","insertUserID":149803,"insertUser":{"userID":149803,"name":"Ryan Holguin","url":"https:\/\/community.smartsheet.com\/profile\/Ryan%20Holguin","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ejDcJ2x9GOY!pRNd6WBKr7Q!uGy-EViqsyg","dateLastActive":"2022-09-23T19:52:03+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/I70LV65TG1KB\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-09-23T19:05:25+00:00","dateAnswered":"2022-09-23T17:47:08+00:00","acceptedAnswers":[{"commentID":344602,"body":"

@Ryan Holguin<\/a> <\/p>

Click the \"Add a condition to filter rows\" and then you can choose who it changes to.<\/p>

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

You can also define different team members to different sheets within the same automation by doing this:<\/p>