共享模板

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

你好,

我想分享我设计的多个模板，以便其他人可以在我的公司内使用。Smartsheet是否具有共享空白模板的功能?

标签:
· 在Facebook上分享 在Twitter上分享

评论

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨艾迪,

    是的，它有。

    共享模板

    模板不能共享个人,但它们可以是移动进入共享工作区．与之共享工作空间的任何人管理Access可以从模板创建新工作表，只要它们是授权用户内容。

    希望这对你有帮助!

    周末愉快!

    最好的

    她名叫Stara

    工作流程顾问@完成咨询

    智能表专家顾问兼合伙人

    https://workbold.com/

    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。

    · 在Facebook上分享 在Twitter上分享
  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    他们只需要有“仅查看”访问权限来使用模板。他们只是不能保存到模板工作区没有管理权限。

    我也为我的团队准备了类似的东西。一个有一堆模板的工作区，每个人都有“仅限观看者”的访问权限，除了一个有管理员作为备份，如果我不在的话。

    这样，模板就不能被修改或删除，但可以被使用。它们只需要保存到用户拥有管理或所有者权限的工作空间中，或者直接保存到他们的“Sheets”文件夹中。

    thinkspi.com

    · 在Facebook上分享 在Twitter上分享
  • 尼克Burrus
    尼克Burrus ✭✭✭✭✭✭

    如果没有工作空间，你就不能共享模板，这是非常令人失望的。我最终创建了一个专用于模板的工作区。

    St Nicholas Burrus博士DHA, PMP

    我为美国政府、州政府和十多家美国财富100强企业制作智能表格。

    · 在Facebook上分享 在Twitter上分享
  • Rebecca_Kolker
    Rebecca_Kolker ✭✭✭
    编辑02/20/23

    我也在尝试做同样的事情，但我不想把每个人都分享到工作空间。我希望他们能够直接进入仪表板，选择我的模板之一，并简单地将其保存为新的。我猜这是不可能的吧?谢谢。丽贝卡

    · 在Facebook上分享 在Twitter上分享

类别

You would need to use a Move Row or Copy Row automation.<\/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":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]},{"discussionID":106686,"type":"question","name":"Creating a form with multiple entries","excerpt":"Hi, So my issue is, I have a form that is designed to record incoming invoices. I need the form to firstly attach a number of invoices and create multiple entries. I've seen some ways to do this using another sheet and automation. The only problem with this is the form has to have pdf uploads of the invoices. So I'm not…","categoryID":321,"dateInserted":"2023-06-21T12:49:14+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T09:36:48+00:00","insertUserID":162427,"insertUser":{"userID":162427,"name":"Zachwalters99","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Zachwalters99","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T09:39:03+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162427,"lastUser":{"userID":162427,"name":"Zachwalters99","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Zachwalters99","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T09:39:03+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":26,"score":null,"hot":3374866562,"url":"https:\/\/community.smartsheet.com\/discussion\/106686\/creating-a-form-with-multiple-entries","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106686\/creating-a-form-with-multiple-entries","format":"Rich","lastPost":{"discussionID":106686,"commentID":381901,"name":"Re: Creating a form with multiple entries","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381901#Comment_381901","dateInserted":"2023-06-23T09:36:48+00:00","insertUserID":162427,"insertUser":{"userID":162427,"name":"Zachwalters99","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Zachwalters99","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T09:39:03+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":"2023-06-23T09:30:18+00:00","dateAnswered":"2023-06-21T16:49:39+00:00","acceptedAnswers":[{"commentID":381537,"body":"

Hi @Zachwalters99<\/a> <\/p>

I hope you're well and safe!<\/p>

I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.<\/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":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":106742,"type":"question","name":"Conditional Formatting","excerpt":"Hi, I need to apply conditional formatting based on another row in the sheet. Higher it should be highlighted in red, equal to or below highlighted in green. It would be easy to just use the target figures in the conditional formatting rules but I need to be able to change it frequently without changing all the formatting…","categoryID":321,"dateInserted":"2023-06-21T22:41:30+00:00","dateUpdated":null,"dateLastComment":"2023-06-22T15:15:27+00:00","insertUserID":160222,"insertUser":{"userID":160222,"name":"WillH","url":"https:\/\/community.smartsheet.com\/profile\/WillH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-22T15:13:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":160222,"lastUser":{"userID":160222,"name":"WillH","url":"https:\/\/community.smartsheet.com\/profile\/WillH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-22T15:13:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":36,"score":null,"hot":3374836617,"url":"https:\/\/community.smartsheet.com\/discussion\/106742\/conditional-formatting","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106742\/conditional-formatting","format":"Rich","tagIDs":[437],"lastPost":{"discussionID":106742,"commentID":381752,"name":"Re: Conditional Formatting","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381752#Comment_381752","dateInserted":"2023-06-22T15:15:27+00:00","insertUserID":160222,"insertUser":{"userID":160222,"name":"WillH","url":"https:\/\/community.smartsheet.com\/profile\/WillH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-22T15:13:35+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\/ARIIND3W8G3C\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-22T15:15:35+00:00","dateAnswered":"2023-06-22T03:52:17+00:00","acceptedAnswers":[{"commentID":381675,"body":"

@isabonita<\/a> is on the right track. This is kind of an involved answer, but once you figure out the logic, it isn't that bad.<\/p>

You cannot reference specific cells in the conditional format in a manner that would make this easy. You cannot, for instance, say IF this specific cell is greater than that cell, apply this format. You can do it for the same row, but not always referencing the same cell. We get around this by inserting a \"helper\" column for each condition we want to check. The checkbox format works great. In the conditional format rule, you can simply say IF THIS cell is checked, apply the format to THAT cell. <\/p>

To set the checkbox to checked\/unchecked, we use this column formula: =IF(PDP@row > PDP#, 1, 0)<\/p>

But what is PDP#? This is another issue we have to work around. You cannot reference the first cell of a column in a column formula, you can only reference cells in the same row. To work around this, we add fields into the sheet summary. [PDP]# references the PDP field in the sheet summary. In order to make updating these values easier, we set the value of this field equal to the first cell in the PDP column using =PDP1<\/p>

After creating all of the helper columns, setting up the column formulas for each to determine which ones are checked, creating all of the necessary fields in the sheet summary, and setting those equal to the first cells in each of the respective columns within the sheet, we can set up the conditional formatting.<\/p>

Check out the image below to get an idea of how to setup the formats. Unfortunately, we have one more workaround to setup at this stage. Since the formatting will apply to every row in the sheet, it will apply to the first row as well and all of those cells will be green. To get around this, add the first format pictured below as the first one in your list. For the background color, you must select \"white\" in order to avoid the highlight. If you set it to \"no background\", you will get an error because Smartsheet does not see \"no background\" as a format.<\/p>

After everything is setup and running, you should be able to update the cells in your target row and things will work themselves out automatically.<\/p>


<\/p>


<\/p>

\n
\n \n \"Condition.PNG\"<\/img><\/a>\n <\/div>\n<\/div>\n

I hope this helps, and I really hope it makes sense.<\/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":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&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":5399,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

使用Smartsheet的趋势

  • 数据穿梭更新行工作流:防止重复更新

    嗨，我有一个数据穿梭更新工作流，它运行在一个时间表上更新行在目标智能表中，因为它们在存储在Box中的excel源文件中发生变化。我想看看是否有一种方法以某种方式配置数据穿梭工作流程，以便一旦一行被更新，它就不能再次更改。我试着这样做……

  • 创建包含多个条目的表单

    你好，我的问题是，我有一个用来记录发票的表格。我需要的形式，首先附加一些发票和创建多个条目。我已经看到了使用另一个表单和自动化的一些方法。唯一的问题是表单必须有pdf格式的发票上传。所以我不是…

  • 条件格式

    嗨，我需要基于工作表中的另一行应用条件格式。较高的应以红色突出显示，等于或低于绿色突出显示。在条件格式规则中使用目标数字是很容易的，但我需要能够经常更改它而不更改所有格式……