管理表单生成的表

mhogarth
mhogarth
编辑12/09/19 内容基本知识

你好:

我是智能手机的新手。我们一直在使用表单生成的智能表来跟踪有关新收购的决策。智能表上有很多行,员工很难使用。我想将被拒绝的资源移动到另一个标签,并将2年前做出的欧宝体育app官方888决定移动到另一个标签。把旧的纸张复制到新纸张上并进行修改是最好的方法吗?如果我然后删除原始智能表上的这些行,会发生什么?管理表单生成表的最佳方法是什么?谢谢你!

玛格丽特

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  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨,玛格丽特,

    我建议您复制工作表,然后从新工作表中删除所有数据,然后选择原始工作表上的行并将其复制/移动到新工作表中。

    这样行吗?

    另一种可能的解决方案是将当前工作表上的信息分组,并折叠当前不相关的信息。

    我希望这对你有帮助!

    最好的

    andr -工作流程顾问@ Get Done

    智能表专家顾问兼合伙人

    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。

  • 您还可以创建一个报告,该报告仅提取在特定时间范围内添加的且未被拒绝的行。这样,报告将在提交新表单时自动更新,您不必担心删除/丢失任何数据。它还可以消除您的大量手工工作。

    当您对报告进行更新时(例如,如果一行被拒绝),更改也将在原始工作表上实现,并且报告将自动更新。

    另一种选择是创建一个共享过滤器来删除不需要的行。

@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":21,"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"}]},{"discussionID":106257,"type":"question","name":"Bulk download of all the PDF attachments in a worksheet","excerpt":"Hello Community, I am quite new to the Smartsheet and came here to get some advice from you all, i would like to know if there is a way to download all the PDFs attached in different rows of worksheet at one go if the attachments are more than 1000, it would be very helpful if you can guide me through the process, i am a…","categoryID":321,"dateInserted":"2023-06-09T11:58:50+00:00","dateUpdated":"2023-06-09T11:59:59+00:00","dateLastComment":"2023-06-09T16:29:33+00:00","insertUserID":162243,"insertUser":{"userID":162243,"name":"Pragati Trivedi","url":"https:\/\/community.smartsheet.com\/profile\/Pragati%20Trivedi","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T16:27:33+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":162243,"lastUser":{"userID":162243,"name":"Pragati Trivedi","url":"https:\/\/community.smartsheet.com\/profile\/Pragati%20Trivedi","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T16:27:33+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":23,"score":null,"hot":3372641303,"url":"https:\/\/community.smartsheet.com\/discussion\/106257\/bulk-download-of-all-the-pdf-attachments-in-a-worksheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106257\/bulk-download-of-all-the-pdf-attachments-in-a-worksheet","format":"Rich","tagIDs":[268],"lastPost":{"discussionID":106257,"commentID":379882,"name":"Re: Bulk download of all the PDF attachments in a worksheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379882#Comment_379882","dateInserted":"2023-06-09T16:29:33+00:00","insertUserID":162243,"insertUser":{"userID":162243,"name":"Pragati Trivedi","url":"https:\/\/community.smartsheet.com\/profile\/Pragati%20Trivedi","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T16:27:33+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":"2023-06-09T16:27:29+00:00","dateAnswered":"2023-06-09T16:01:48+00:00","acceptedAnswers":[{"commentID":379871,"body":"

@Pragati Trivedi<\/a> <\/p>

If you open the attachments using the icon on the right and you have appropriate level of rights to do this, you can download all. I don't know if there is a size or quantity limit.<\/p>

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

Another option is to select multiple files and download groups of files.<\/p>

Hope this helps!<\/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":268,"urlcode":"Attachments","name":"Attachments"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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