自动化-请求更新
嗨。我正在寻找帮助排除我在智能表中自动化的问题。
我设置了一个循环的更新请求,在每周五上午8:00 PST运行给工作表中的所有Assigned to用户。
我的问题是我的请求自动包括我创建的项目摄入量的形式。
我不想把表格附在请求上。
我该如何解决这个问题?
任何帮助都会很感激。谢谢!
评论
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她名叫Stara ✭✭✭✭✭✭
嗨,桑德拉
不幸的是,目前不可能删除它,但这是一个很好的主意!
希望这对你有帮助!
祝你度过美好的一天!
最好的
她名叫Stara
工作流程顾问/ CEO @ WORK BOLD
智能表专家顾问兼合伙人
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。
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艾拉 ✭✭✭
嗨,我想我不明白你为什么要从更新请求中删除“打开更新表单”按钮。指派人员不使用它来更新项目,这样他们就不用登录Smartsheet了吗?
如果您不希望他们使用此功能,请将警报设置为“警报”或“提醒”,而不是“更新请求”。
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桑德拉染料 ✭
艾拉,
它正在抓取的形式是我的项目摄入形式,它不是一个更新的形式。Smartsheet只是命名按钮来访问表单更新表单。我从未打算在表单中捕获更新。目的是要求被分配者为他们的项目添加注释。我将尝试使用提醒来代替,看看是否能解决我的问题。谢谢你!
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她名叫Stara ✭✭✭✭✭✭
我仍然建议使用更新请求,因为这样受让人可以更快地添加评论。他们会点击链接打开请求并添加评论。
有意义吗?
智能表专家顾问兼合伙人
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。
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艾拉 ✭✭✭
嗨,Sandra,更新请求本质上是一个更新表单。当你设置更新请求时,你可以选择哪些列是可见的,并发送更新,一旦你的受让人点击“打开更新表单”,这些列就会出现。例如,您可以只选择注释字段和项目名称。最有可能的是,因为你没有这样做,他们得到了你完整的原始表格。我希望这对你有帮助。
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斯科特Willeke 员工
桑德拉,
“打开更新表单”按钮应该只打开您配置的更新请求。在任何情况下,它都不应该找到另一种形式来打开。如果你看到我嗑药的时候这个链接我们会进行屏幕共享,把它弄清楚。
Update Request绝对是适合这里工作的工具。我认为你想要的是我们一个更新请求,并配置它只显示评论字段。您必须显示至少一个其他字段作为上下文,因此我建议显示主列。有关配置请求中显示的字段的更多信息,请参见以下帮助文章:https://help.smartsheet.com/articles/2479256-customize-the-content-of-your-alerts-and-requests
请保持联系,直到我们解决这个问题!
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斯科特Willeke
产品管理总监ob欧宝娱乐app手机下载
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You can send notifications to any valid email address. If you're planning to send alerts or reminders with a link to the sheet, the user will not be able to click the link and access it if they do not have a Smartsheet account and not shared to the sheet.<\/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":106377,"type":"question","name":"Data Shuttle connection to Sharepoint disconnects randomally","excerpt":"I have a recurring Data Shuttle process and randomly it'll stop running. Upon inspection, I'll see the connection between Sharepoint and Data Shuttle has been disconnected and I'm forced to authenticate again. Has anyone experienced this or know if there's any documentation about this?","categoryID":343,"dateInserted":"2023-06-13T15:20:03+00:00","dateUpdated":null,"dateLastComment":"2023-06-18T12:58:54+00:00","insertUserID":162327,"insertUser":{"userID":162327,"name":"SmartSheetUser201","url":"https:\/\/community.smartsheet.com\/profile\/SmartSheetUser201","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-13T15:20:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161820,"lastUser":{"userID":161820,"name":"Hamza1","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Hamza1","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-18T13:07:06+00:00","banned":0,"punished":0,"private":false,"label":"Moderator"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":33,"score":null,"hot":3373763337,"url":"https:\/\/community.smartsheet.com\/discussion\/106377\/data-shuttle-connection-to-sharepoint-disconnects-randomally","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106377\/data-shuttle-connection-to-sharepoint-disconnects-randomally","format":"Rich","tagIDs":[334],"lastPost":{"discussionID":106377,"commentID":381099,"name":"Re: Data Shuttle connection to Sharepoint disconnects randomally","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381099#Comment_381099","dateInserted":"2023-06-18T12:58:54+00:00","insertUserID":161820,"insertUser":{"userID":161820,"name":"Hamza1","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Hamza1","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-18T13:07:06+00:00","banned":0,"punished":0,"private":false,"label":"Moderator"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-18T13:03:23+00:00","dateAnswered":"2023-06-18T12:58:54+00:00","acceptedAnswers":[{"commentID":381099,"body":"
@SmartSheetUser201<\/a> <\/p> If the behaviour occurs randomly or its intermittent, please submit a ticket to the Support team through the customer support portal<\/a> providing the following information:<\/p> You may also want to run through the initial troubleshooting steps in this article<\/a> to see if it helps:<\/p> Thanks,<\/p> Hamza<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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"}]},{"discussionID":106482,"type":"question","name":"Smartsheet Bridge","excerpt":"Hi, I'm on Enterprise Plan and I'm trying to use Bridge but cannot log in to it. I actually had to dig the login link from the forums because I could not find it anywhere else, and when I try to sign in using my Smartsheet account it says \"Unable to log in with Smartsheet credentials at this time, try using Bridge…","categoryID":321,"dateInserted":"2023-06-15T08:35:55+00:00","dateUpdated":"2023-06-15T08:38:14+00:00","dateLastComment":"2023-06-16T08:51:39+00:00","insertUserID":149908,"insertUser":{"userID":149908,"name":"orad","url":"https:\/\/community.smartsheet.com\/profile\/orad","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pDFQaXDtqPs!u9_Rl3ztpP0!b22gvzMblTD","dateLastActive":"2023-06-18T01:37:53+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":149908,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-18T13:50:28+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":43,"score":null,"hot":3373725454,"url":"https:\/\/community.smartsheet.com\/discussion\/106482\/smartsheet-bridge","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106482\/smartsheet-bridge","format":"Rich","tagIDs":[369,448],"lastPost":{"discussionID":106482,"commentID":380976,"name":"Re: Smartsheet Bridge","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380976#Comment_380976","dateInserted":"2023-06-16T08:51:39+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-18T13:50:28+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":"2023-06-16T04:53:08+00:00","dateAnswered":"2023-06-15T09:36:11+00:00","acceptedAnswers":[{"commentID":380710,"body":" Hi @orad<\/a> <\/p> I hope you're well and safe!<\/p> Bridge is a Premium Add-on\/app that needs to be acquired separately. It's not included with the Enterprise license.<\/p> Here's a possible workaround or workarounds <\/strong><\/p> I recently developed an SMS solution for a client using 3rd-party services, Zapier and Twilio.<\/p> Is that an option?<\/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>. 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