自动填充状态-销售管道
寻找一种方法来填充状态列(向上、向下、不变)取决于对阶段字段。
用英语:如果进入阶段更改，记录在状态栏，记录变化的方向。示例:当前处于阶段b的帐户在对话后今天更新到阶段A。状态应该反映向上(使用智能表中的方向符号)，因为它从“B”到“a”。
有人做过这样的事吗?
杰森
答案
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瑞安·克莱默 ✭✭✭✭在你的例子中，你需要追踪细胞的历史。有一种方法可以使用api来做到这一点。这将需要一些自定义编码，但基本上，拉今天改变的单元格，得到他们的当前值和前一个值，更新各自的单元格，你可以在网格中添加一个公式来评估两个单元格，或者让你的程序进行比较，最后将其插入给定的状态列。
生成状态列A、B和c的粗略公式。在更新A时，将B的值设置为A之前的值。然后C检查如果A=1和B=2，则为“上”，如果A=2和B=1，则为“下”等等。
如果你需要帮助，请告诉我!
瑞安
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她名叫Stara ✭✭✭✭✭✭嗨,杰森,
是的，我已经在许多客户端解决方案中开发了类似的东西。
我们可以用自动化和工作流将行自动复制到另一个工作表，并添加/存储信息。
然后我们将使用VLOOKUP或INDEX/MATCH公式将信息收集回工作表。
有意义吗?这样行吗?
我希望这对你有帮助!
注意安全，祝你度过美好的一周!
最好的
她名叫Stara
工作流程顾问/ CEO @工作大胆
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瑞安K ✭
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她名叫Stara ✭✭✭✭✭✭
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瑞安K ✭
我明白了。因此，在更新之前，将当前值插入到参考表中，然后在“先前状态”字段中引用它。它最初会工作，我认为，但会开始变得笨拙，当有很多变化，为一个给定的记录，你的过程将不得不通过查找每一次通过所有的记录，然后有对表的大小的考虑。最终，您将复制API中可用于给定单元格历史的数据。
对吧?
瑞安
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她名叫Stara ✭✭✭✭✭✭
不，我不觉得会很笨拙(当然，这取决于过程的具体情况)，而且工作表的大小可能也不是问题，因为很快我们将有20,000行可用。
你是正确的，我们将复制与API可用的数据。尽管如此，我认为如果这个过程是有意义的，我更愿意保留在Smartsheet中，而不需要任何附加组件或类似的东西，而且我认为时间/金钱的投入会更少。
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瑞安K ✭
也许。这取决于被跟踪的记录总量。我有一些客户会很容易地超过20000这样的过程。对于一个小的过程，它可能是有意义的。
利用这个API只需要一天左右的定制开发时间，而管理这个过程则需要在整个过程的生命周期中积累更多的时间。
瑞安
帮助文章参考资料欧宝体育app官方888
类别
=COUNTIFS([column4]2:[column4]5,\"Qualification\",[column5]2:[column5]5,\"Q4-2023\")<\/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":106590,"type":"question","name":"Helper checkbox not working on reference sheet","excerpt":"I have multiple line items for a order in one sheet(Request Sheet) and in another sheet (Order sheet) where I have clubbed all the items in single row, based on the order ID from request sheet to order sheet I want to check the Quantity checkbox and update in the Order sheet, I tried index match formula but its not working…","categoryID":322,"dateInserted":"2023-06-19T11:07:26+00:00","dateUpdated":null,"dateLastComment":"2023-06-19T16:56:49+00:00","insertUserID":153826,"insertUser":{"userID":153826,"name":"Domnic Victor","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Domnic%20Victor","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T15:46:33+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":144360,"lastUser":{"userID":144360,"name":"Hollie Green","url":"https:\/\/community.smartsheet.com\/profile\/Hollie%20Green","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T22:11:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":36,"score":null,"hot":3374368455,"url":"https:\/\/community.smartsheet.com\/discussion\/106590\/helper-checkbox-not-working-on-reference-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106590\/helper-checkbox-not-working-on-reference-sheet","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106590,"commentID":381185,"name":"Re: Helper checkbox not working on reference sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381185#Comment_381185","dateInserted":"2023-06-19T16:56:49+00:00","insertUserID":144360,"insertUser":{"userID":144360,"name":"Hollie Green","url":"https:\/\/community.smartsheet.com\/profile\/Hollie%20Green","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T22:11:33+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\/TUXJPHZT569J\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-19T16:01:16+00:00","dateAnswered":"2023-06-19T13:27:24+00:00","acceptedAnswers":[{"commentID":381141,"body":"
The issue is it doesn't know whether to check the box or not check the box because there are multiple ORD0241 on the Request sheet and one is checked and one is not checked. If I am understanding correctly you want the box checked if any of the ORD0241 are checked on the request sheet. If that is correct you would need to use a countifs formula with an If formula<\/p>
=IF(COUNTIFS({Order ID reference from request sheet},[Order ID]@row,{Quantity Helper reference from request sheet},1)>=1,1,0)<\/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"}]},{"discussionID":106591,"type":"question","name":"Want to flag overlapping dates AND times","excerpt":"Based on information I've found here, I've created a formula that identifies overlapping times that occur on the same day, but I'd like to adapt it to incorporate items that occur over multiple days. This will be used for booking of equipment. Here is what I have so far: =IF(COUNTIFS(SAP:SAP, SAP@row, [Start Date]:[Start…","categoryID":322,"dateInserted":"2023-06-19T12:43:22+00:00","dateUpdated":null,"dateLastComment":"2023-06-19T15:01:21+00:00","insertUserID":162503,"insertUser":{"userID":162503,"name":"Michelle T","url":"https:\/\/community.smartsheet.com\/profile\/Michelle%20T","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T15:03:07+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162503,"lastUser":{"userID":162503,"name":"Michelle T","url":"https:\/\/community.smartsheet.com\/profile\/Michelle%20T","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T15:03:07+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":33,"score":null,"hot":3374367883,"url":"https:\/\/community.smartsheet.com\/discussion\/106591\/want-to-flag-overlapping-dates-and-times","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106591\/want-to-flag-overlapping-dates-and-times","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106591,"commentID":381158,"name":"Re: Want to flag overlapping dates AND times","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381158#Comment_381158","dateInserted":"2023-06-19T15:01:21+00:00","insertUserID":162503,"insertUser":{"userID":162503,"name":"Michelle T","url":"https:\/\/community.smartsheet.com\/profile\/Michelle%20T","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T15:03:07+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\/8XNE9V76RH1R\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-19T15:03:04+00:00","dateAnswered":"2023-06-19T14:56:38+00:00","acceptedAnswers":[{"commentID":381157,"body":"
Ok I think I got it. It's due to the times you need to combine the dates and times to get it to consider both as a whole and not individually. So you will need a helper column for your start date\/time and end date time. I titled mine as Start Date Time Helper and End Date Time Helper. If you title them the same you should be able to copy and paste formulas.<\/p>
Start Date Time Helper<\/p>
=IFERROR(VALUE(YEAR(DATEONLY([Start Date]@row)) + \"\" + IF(MONTH(DATEONLY([Start Date]@row)) < 10, \"0\") + MONTH(DATEONLY([Start Date]@row)) + IF(DAY(DATEONLY([Start Date]@row)) < 10, \"0\") + DAY(DATEONLY([Start Date]@row)) + IF([Start Time]@row < 1000, \"0\") + [Start Time]@row), \"\")<\/p>
End Date Time Helper <\/p>
=IFERROR(VALUE(YEAR(DATEONLY([End Date]@row)) + \"\" + IF(MONTH(DATEONLY([End Date]@row)) < 10, \"0\") + MONTH(DATEONLY([End Date]@row)) + IF(DAY(DATEONLY([End Date]@row)) < 10, \"0\") + DAY(DATEONLY([End Date]@row)) + IF([End Time]@row < 1000, \"0\") + [End Time]@row), \"\")<\/p>
Formula to get your Yes\/No's<\/p>
=IF(COUNTIFS(SAP:SAP, SAP@row, [End Date Time Helper]:[End Date Time Helper], @cell >= [Start Date Time Helper]@row, [Start Date Time Helper]:[Start Date Time Helper], @cell <= [End Date Time Helper]@row) > 1, \"No\", \"Yes\")<\/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&categoryID=322&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":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
