连结表格及分享
我们的报价组有一张表，上面列有客户名称、报价号码、报价金额等。这包括销售人员。我们对已输入的订单也有类似的记录。
我们希望将这两张表按使用它们的组分开，并且它们使用一些格式使其对每周会议有用。
问题是，我想与外部销售团队分享一些数据。我想让销售人员A看到，我们上周给他的客户报了10个报价，他需要跟进这些报价。我还想让他知道我们正在为他的6位客户绘制图纸。这些东西都可以从各自的表格中查看，但我想为销售人员a制作一张表格，这样他就只能看到与他相关的项目。然后他可以填写客户反馈并继续前进。这个反馈部分是我不想每周过滤并发给他一份报告的原因，我想把它们作为活文档保存下来。
任何建议吗?
评论
-
艾米·约翰逊 ✭
听起来报告工具对你来说是个不错的选择。您可以构建一个报表，仅显示多个工作表中属于销售人员a的项目。一个报告可以显示他所有的报价、图纸和任何其他信息。还可以根据日期或状态设置报表。
报告有实时数据，因此他可以直接对报告进行更改，它将更新工作表，反之亦然。
http://help.smartsheet.com/customer/en/portal/articles/522214-creating-reports
类别
I hope you're well and safe!<\/p>
Unfortunately, it's not possible now, but it's an excellent idea!<\/p>
Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p> Here's a possible workaround or workarounds <\/strong><\/p> Would that work\/help? <\/p> I hope that helps!<\/p> Be safe, and have a fantastic week!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":106634,"type":"question","name":"Formula to set the Task Health.","excerpt":"Hi Good Morning, I have a question on this formula. Can you tell me what I did wrong please? Thanks for your great help.","categoryID":321,"dateInserted":"2023-06-20T14:28:24+00:00","dateUpdated":null,"dateLastComment":"2023-06-20T18:04:44+00:00","insertUserID":162441,"insertUser":{"userID":162441,"name":"AAL","title":"Automation - Record a Date","url":"https:\/\/community.smartsheet.com\/profile\/AAL","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-20T18:05:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162441,"lastUser":{"userID":162441,"name":"AAL","title":"Automation - Record a Date","url":"https:\/\/community.smartsheet.com\/profile\/AAL","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-20T18:05:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":36,"score":null,"hot":3374557988,"url":"https:\/\/community.smartsheet.com\/discussion\/106634\/formula-to-set-the-task-health","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106634\/formula-to-set-the-task-health","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106634,"commentID":381364,"name":"Re: Formula to set the Task Health.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381364#Comment_381364","dateInserted":"2023-06-20T18:04:44+00:00","insertUserID":162441,"insertUser":{"userID":162441,"name":"AAL","title":"Automation - Record a Date","url":"https:\/\/community.smartsheet.com\/profile\/AAL","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-20T18:05:23+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\/Y9UHM44PUCBT\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-20T18:05:21+00:00","dateAnswered":"2023-06-20T17:22:23+00:00","acceptedAnswers":[{"commentID":381355,"body":" Happy to help. 👍️<\/span><\/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":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106637,"type":"question","name":"How can I sum cells that include the abbreviation of states, but include commas in between?","excerpt":"As of right now I am summing selected cells, which then gives me everything that is in those cells. It is then merging them together, but I need it to include a comma if there is more than 1 cell that has information in it.","categoryID":322,"dateInserted":"2023-06-20T14:46:57+00:00","dateUpdated":null,"dateLastComment":"2023-06-20T15:31:02+00:00","insertUserID":151023,"insertUser":{"userID":151023,"name":"haley brianne","title":"","url":"https:\/\/community.smartsheet.com\/profile\/haley%20brianne","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nW1W8KHNFR845.png","dateLastActive":"2023-06-20T15:21:53+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":"2023-06-20T18:40:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":39,"score":null,"hot":3374551679,"url":"https:\/\/community.smartsheet.com\/discussion\/106637\/how-can-i-sum-cells-that-include-the-abbreviation-of-states-but-include-commas-in-between","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106637\/how-can-i-sum-cells-that-include-the-abbreviation-of-states-but-include-commas-in-between","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106637,"commentID":381333,"name":"Re: How can I sum cells that include the abbreviation of states, but include commas in between?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381333#Comment_381333","dateInserted":"2023-06-20T15:31:02+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":"2023-06-20T18:40:04+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\/0Z0RK4QSFIJG\/screenshot-2023-06-20-at-9-45-30-am.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot 2023-06-20 at 9.45.30 AM.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-20T15:22:33+00:00","dateAnswered":"2023-06-20T15:11:00+00:00","acceptedAnswers":[{"commentID":381325,"body":" Try this instead:<\/p> =JOIN(COLLECT([Dash Columns]12:[Dash Columns]61, [Dash Columns]12:[Dash Columns]61, @cell <> \"//www.santa-greenland.com/community/discussion/3968/\"), \", \")<\/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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"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":[]}">
