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移动应用程序输入数据到智能表…

kalpen
kalpen
编辑12/09/19 2015年发布的文章

嗨。

有没有类似WebForm的移动应用程序来填写智能表单?

我正在寻找一个解决方案,其中我的团队成员可以从他们的移动应用程序输入数据-进入智能表…就像Webform -但没有去Webform的URL…

我们正试图通过要求销售团队填写一些问询表来跟踪我们的销售线索。

询问表中的数据进入Smartsheet -最终生成所有销售线索的报告....

谢谢。

评论

  • 查克Muirhead
    查克Muirhead ✭✭✭✭✭

    您可以轻松地创建和设计一个将填充SmartSheet选项卡的web表单。你可以在你的移动设备上放置一个链接,你的员工或客户可以很容易地填写你的网页,并提供你需要的信息。单击选项卡底部的Web Forms按钮,您希望存储信息并获得创意。这是我们的一个例子。https://app.smartsheet.com/b/form?EQBCT=e9c9db14b7a64ef48eb18fa3a869d38a

  • SashaR
    SashaR
    编辑11/09/15

    Web表单将做你正在寻找的东西。除了web表单,你还可以使用Smartsheet应用程序向表单中添加数据。

    如果你想让用户在手机上更容易地访问网页表单,你可以为表单创建一个书签,并将其添加到他们的手机主屏幕上。所有他们需要做的,就是点击图标,他们将被带到web表单。

  • 如果你的销售人员想要使用移动应用程序,并将销售线索直接添加到Lead Register中,那么他们只需要成为编辑,喜欢表格,这样当他们打开应用程序时,他们就可以在页面顶部找到它。单击新行的加号,然后看起来像一个表单出现在屏幕上完成。

    如果这样做,或者在他们的手机上保存一个网页链接到他们的主页不起作用,你能告诉他们为什么不行吗,这样我们中的一个就可以给你相应的建议了?

    RichardR

    Smarterbiz

这次讨论已经结束了。
@CamSME<\/a> you'll use join and collect with children or decedents as the range. This video might help.<\/p>
\n \n https:\/\/youtu.be\/Dzo0UYjxMmI\n <\/a>\n<\/div>


<\/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":[]},{"discussionID":106279,"type":"question","name":"How do I create and If Formula pulling from another sheet to designate indicators?","excerpt":"Good Morning All, I am working on a Overall Health for a Project that looks like this: I need to update the lights by using an if statement looking at three different columns of another sheet that are not next to one another on the sheet, example of that sheet below In the first sheet for each Column I need to look at the…","categoryID":322,"dateInserted":"2023-06-09T16:40:18+00:00","dateUpdated":"2023-06-09T16:47:15+00:00","dateLastComment":"2023-06-11T19:20:33+00:00","insertUserID":162256,"insertUser":{"userID":162256,"name":"delaurellc","title":"Senior Consultant","url":"https:\/\/community.smartsheet.com\/profile\/delaurellc","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-11T16:45:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"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":"2023-06-11T19:35:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":54,"score":null,"hot":3372844251,"url":"https:\/\/community.smartsheet.com\/discussion\/106279\/how-do-i-create-and-if-formula-pulling-from-another-sheet-to-designate-indicators","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106279\/how-do-i-create-and-if-formula-pulling-from-another-sheet-to-designate-indicators","format":"Rich","lastPost":{"discussionID":106279,"commentID":380011,"name":"Re: How do I create and If Formula pulling from another sheet to designate indicators?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380011#Comment_380011","dateInserted":"2023-06-11T19:20:33+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":"2023-06-11T19:35:57+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\/XSK1SHR157VN\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-11T16:45:30+00:00","dateAnswered":"2023-06-11T12:13:51+00:00","acceptedAnswers":[{"commentID":380000,"body":"

If it isn't weekly, then you would use a COUNTIFS in nested IFs.<\/p>

=IF(COUNTIFS({Criteria}, @cell = \"Infrastructure\", {Due Date}, @cell<= TODAY())> 0, \"Red\", IF(.....<\/p>


<\/p>

You would continue that out and adjust the number of days in the TODAY() function to determine your RYG.<\/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":[]},{"discussionID":106217,"type":"question","name":"Dynamic View- using multiple contact columns to restrict access","excerpt":"I have a dynamic view that used to give access based on two columns (if you were in the Contact or Back Up Contact - you could see that row). On Tuesday this functionality was no longer working (the page would not load for anyone) and I went in to fix it and had to select the restriction just on one contact column- I…","categoryID":321,"dateInserted":"2023-06-08T17:25:00+00:00","dateUpdated":null,"dateLastComment":"2023-06-11T20:19:14+00:00","insertUserID":135050,"insertUser":{"userID":135050,"name":"Kernesa Samana","url":"https:\/\/community.smartsheet.com\/profile\/Kernesa%20Samana","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!HhtBX2V_lvQ!ujlE5-cskro!7uS1l0rsYem","dateLastActive":"2023-06-08T18:29:55+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":148510,"lastUser":{"userID":148510,"name":"CWS_Bob","url":"https:\/\/community.smartsheet.com\/profile\/CWS_Bob","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-11T20:38:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":53,"score":null,"hot":3372762854,"url":"https:\/\/community.smartsheet.com\/discussion\/106217\/dynamic-view-using-multiple-contact-columns-to-restrict-access","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106217\/dynamic-view-using-multiple-contact-columns-to-restrict-access","format":"Rich","lastPost":{"discussionID":106217,"commentID":380013,"name":"Re: Dynamic View- using multiple contact columns to restrict access","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380013#Comment_380013","dateInserted":"2023-06-11T20:19:14+00:00","insertUserID":148510,"insertUser":{"userID":148510,"name":"CWS_Bob","url":"https:\/\/community.smartsheet.com\/profile\/CWS_Bob","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-11T20:38:39+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":"2023-06-08T18:33:36+00:00","dateAnswered":"2023-06-08T18:04:40+00:00","acceptedAnswers":[{"commentID":379680,"body":"

Apply a filter to the sheet and then you can select that filter in the Dynamic View.<\/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":[]}],"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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