在表单中自动填充数据

anilkrag1984
anilkrag1984 ✭
编辑12/09/19 在内容基本知识

我试图自动填充表格中的数据，例如，如果我们选择ID，相应的字段将自动填充所需的值。

如附件所示，如果我们在CUS ID字段中输入任何ID，它应该填充PSS的姓、名、电子邮件和经理电子邮件。

我试图在主电子表格中通过交叉表Vlookup函数来做到这一点，但它没有为我工作。

谁能给我点建议吗?

形式query.png

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@Ute<\/a> I don't believe you can. This limitation is in place to keep Smartsheet's email functionality from getting bogged down with attachments. To send an attachment, the workflow has to be triggered by a change involving that particular attachment, otherwise it isn't sent.<\/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"},{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":101680,"type":"question","name":"build report off of filtered sheet","excerpt":"","categoryID":321,"dateInserted":"2023-02-23T21:56:57+00:00","dateUpdated":"2023-02-24T09:49:38+00:00","dateLastComment":"2023-02-24T20:27:26+00:00","insertUserID":158484,"insertUser":{"userID":158484,"name":"Chris Harbeson","url":"https:\/\/community.smartsheet.com\/profile\/Chris%20Harbeson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jtErY6-w3Xs!2llq_5Pu2bs!uGeRoCtVKgK","dateLastActive":"2023-02-24T20:22:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":158484,"lastUser":{"userID":158484,"name":"Chris Harbeson","url":"https:\/\/community.smartsheet.com\/profile\/Chris%20Harbeson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jtErY6-w3Xs!2llq_5Pu2bs!uGeRoCtVKgK","dateLastActive":"2023-02-24T20:22:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":26,"score":null,"hot":3354462263,"url":"https:\/\/community.smartsheet.com\/discussion\/101680\/build-report-off-of-filtered-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/101680\/build-report-off-of-filtered-sheet","format":"Rich","lastPost":{"discussionID":101680,"commentID":364367,"name":"Re: build report off of filtered sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/364367#Comment_364367","dateInserted":"2023-02-24T20:27:26+00:00","insertUserID":158484,"insertUser":{"userID":158484,"name":"Chris Harbeson","url":"https:\/\/community.smartsheet.com\/profile\/Chris%20Harbeson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jtErY6-w3Xs!2llq_5Pu2bs!uGeRoCtVKgK","dateLastActive":"2023-02-24T20:22:14+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":"2023-02-24T20:26:36+00:00","dateAnswered":"2023-02-24T16:58:38+00:00","acceptedAnswers":[{"commentID":364303,"body":"

Hi @Chris Harbeson<\/a> <\/p>

Thanks for clarifying!<\/p>

Reports evaluate rows on an individual basis. If you want to group<\/em> your rows by a Parent value to show a grouped summary line in the Report similar to the Sheet, check out this other post here: Way to tell a report to include the parent row info for child tasks?<\/a><\/p>

Cheers,<\/p>

Genevieve<\/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":[]},{"discussionID":101612,"type":"question","name":"Finding the sheet that is linked to a form","excerpt":"Hi, We currently have a form posted on our intranet but cannot locate the sheet that it is linked to. Is there a way to trace where the data is collected once the form is submitted? U.S.","categoryID":321,"dateInserted":"2023-02-23T13:42:27+00:00","dateUpdated":null,"dateLastComment":"2023-02-24T16:20:43+00:00","insertUserID":107496,"insertUser":{"userID":107496,"name":"Ute","url":"https:\/\/community.smartsheet.com\/profile\/Ute","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!iflb4rG87rw!whnYv93Tub4!2D4lsbZnzw1","dateLastActive":"2023-02-24T18:12:26+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"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":"2023-02-24T16:24:56+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":40,"score":null,"hot":3354419590,"url":"https:\/\/community.smartsheet.com\/discussion\/101612\/finding-the-sheet-that-is-linked-to-a-form","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/101612\/finding-the-sheet-that-is-linked-to-a-form","format":"Rich","tagIDs":[204],"lastPost":{"discussionID":101612,"commentID":364293,"name":"Re: Finding the sheet that is linked to a form","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/364293#Comment_364293","dateInserted":"2023-02-24T16:20:43+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":"2023-02-24T16:24:56+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":"2023-02-24T16:23:48+00:00","dateAnswered":"2023-02-24T16:20:43+00:00","acceptedAnswers":[{"commentID":364293,"body":"

@Ute<\/a>,<\/p>

Regarding your follow-up question: It will only work on sheets you own or are shared to.<\/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":204,"urlcode":"Forms","name":"Forms"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">