共享组织

Sean_H
Sean_H ✭✭✭✭✭

你好!

我想知道,是否可以将Smartsheet Report共享给组织中的每个人进行编辑?我使用“当前用户”报告参数来限制用户正在看什么和什么可以编辑。但是,当员工离开组织或新用户被雇用时更新用户组已经变得非常耗时。

谢谢你的建议,

肖恩

答案

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨,肖恩,

    是的,这是可能的,但它们需要有正确的权限,并与划线工作表共享。

    有意义吗?

    会工作吗?

    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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  • Sean_H
    Sean_H ✭✭✭✭✭

    谢谢回复Andrée,但我还是有点困惑。


    通常情况下,我会通过单击蓝色的共享按钮并输入要共享的用户电子邮件或组来共享报告。我正在寻找的是一个共享的所有用户注册在我们的组织,这样,如果一个新用户注册到Smartsheet组织,他们可以自动审查共享表。然而,目前我需要将这个人单独添加到每个报告。

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @Sean_H

    乐意帮助!

    我建议创建一个组,在其中添加公司的所有注册用户。您还可以拥有一个具有与该组共享的模板和类似内容的工作区。


    有意义吗?

    会工作吗?

    Smartsheet专家顾问和合作伙伴

    她名叫Stara|工作流顾问/ CEO @工作大胆

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    如果您需要Smartsheet、集成、一般工作流建议或其他方面的帮助,请随时与我联系。

  • Kat Woodham
    Kat Woodham ✭✭✭✭✭✭

    @Andree Stara-我有和Sean一样的用例/挑战。组也不能解决这个问题,除非可以在添加或删除新用户时自动维护组成员关系。我们想要一个无接触的解决方案,与整个组织共享一个项目。我们几乎每天都有人进进出出(大型组织)。管理一个全公司的组不是有效的,也不是可扩展的。

    @Sean_H-我使用发布功能与我组织中的所有用户共享,但我也遇到了挑战。我们已经有一些用户得到了一个错误消息(很容易通过给他们分配一个许可证并删除它来补救-不确定为什么这样做修复了它),但更糟糕的是,我们无法看到哪些用户正在查看该表格。活动日志显示“发布用户”,任何人访问它与发布链接。在我的用例中,我也不尝试使用当前用户过滤器,所以我不知道是否会被发布的链接尊重。

    你有动态视图吗?我可以与我的领域分享,它尊重当前用户(我很确定),但它也有它的怪癖,所以在切换前做你的研究-如果这是你感兴趣的东西。

  • Sean_H
    Sean_H ✭✭✭✭✭

    谢谢你的回复@Andree Stara而且@kwoodham.我提交了一个增强请求,让所有组织都可以选择共享。对于1万多名员工来说,跟上每天的变化是不可能的。我试图通过使用“当前用户”功能,从我的盘子中删除不再有超过100个不同部门的报告的工作,但意识到从组中添加和删除用户将同样多的工作。

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @kwoodham

    @Sean_H

    非常欢迎你!

    如果我想起别的事,我就回去工作。

    Smartsheet专家顾问和合作伙伴

    她名叫Stara|工作流顾问/ CEO @工作大胆

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    如果您需要Smartsheet、集成、一般工作流建议或其他方面的帮助,请随时与我联系。

  • 同意。一个自动的“所有组织用户”组将是非常有用的。

  • @Andree Stara

    这个增强请求有任何更新吗?

You have a misplaced closing parenthesis. Try moving one from after the ISBLANK function to after [Target Date]@row.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"reasonUpdated":"","dateUpdated":"2022-08-05 19:57:07","updateUser":{"userID":147369,"name":"PeggyLang","url":"https:\/\/community.smartsheet.com\/profile\/PeggyLang","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T19:55:17+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":93973,"type":"question","name":"Dashboard Charts","excerpt":"I have developed a line chart that shows the monthly percentage values. The chart seems to be working fine, but one thing I've noticed is that in some instances it will display one or multiple numbers more than once. For example, the percentage values range from 97% to 99%. The line chart will show two tick marks for each…","categoryID":321,"dateInserted":"2022-08-05T13:07:40+00:00","dateUpdated":null,"dateLastComment":"2022-08-05T16:01:50+00:00","insertUserID":134850,"insertUser":{"userID":134850,"name":"Shawn Clemmons","url":"https:\/\/community.smartsheet.com\/profile\/Shawn%20Clemmons","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T16:02:51+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":"2022-08-05T20:10:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":18,"score":null,"hot":3319421970,"url":"https:\/\/community.smartsheet.com\/discussion\/93973\/dashboard-charts","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/93973\/dashboard-charts","format":"Rich","tagIDs":[292],"lastPost":{"discussionID":93973,"commentID":338823,"name":"Re: Dashboard Charts","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/338823#Comment_338823","dateInserted":"2022-08-05T16:01:50+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":"2022-08-05T20:10:09+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\/EGZSEH9NF13E\/line-chart-issue.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":""},"alt":"line_chart_issue.jpg"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-08-05T15:59:48+00:00","dateAnswered":"2022-08-05T15:53:34+00:00","acceptedAnswers":[{"commentID":338816,"body":"

It is because of the size of the widget vs the scale of the data. If your data had a larger range of numbers or the widget was smaller then it would not show those duplicated values on the vertical axis.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"reasonUpdated":"","dateUpdated":"2022-08-05 15:59:48","updateUser":{"userID":134850,"name":"Shawn Clemmons","url":"https:\/\/community.smartsheet.com\/profile\/Shawn%20Clemmons","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T16:02:51+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":292,"urlcode":"Dashboards","name":"Dashboards"}]},{"discussionID":93948,"type":"question","name":"Using text building blocks within automation and update requests","excerpt":"Hi, I have built a sheet for lead management. Now, I think about building another sheet where I put text building blocks with corresponding numbers inside that I can use within the automation process f.e. update requests. text 1 = good morning text 2 = thank you for your request text 5 = please find attached ... text 3 =…","categoryID":321,"dateInserted":"2022-08-04T18:42:19+00:00","dateUpdated":"2022-08-05T02:05:14+00:00","dateLastComment":"2022-08-05T15:01:54+00:00","insertUserID":151036,"insertUser":{"userID":151036,"name":"Jörg Schmidt1","url":"https:\/\/community.smartsheet.com\/profile\/J%C3%B6rg%20Schmidt1","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hJjVoY907bY!!P7w61eHMiE7","dateLastActive":"2022-08-06T20:26:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":126598,"lastUser":{"userID":126598,"name":"Paul McGuinness","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20McGuinness","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T15:07:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":18,"score":null,"hot":3319351453,"url":"https:\/\/community.smartsheet.com\/discussion\/93948\/using-text-building-blocks-within-automation-and-update-requests","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/93948\/using-text-building-blocks-within-automation-and-update-requests","format":"Rich","lastPost":{"discussionID":93948,"commentID":338804,"name":"Re: Using text building blocks within automation and update requests","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/338804#Comment_338804","dateInserted":"2022-08-05T15:01:54+00:00","insertUserID":126598,"insertUser":{"userID":126598,"name":"Paul McGuinness","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20McGuinness","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-08-05T15:07:57+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":"2022-08-06T10:40:52+00:00","dateAnswered":"2022-08-05T15:01:54+00:00","acceptedAnswers":[{"commentID":338804,"body":"

Hi @Jörg Schmidt1<\/a> <\/p>

This is definitely possible, if you only have a few outcomes you can use a formula to create the response in a cell that you can pull into a notification message.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

This formula based on your example gives the above results.<\/p>

=IF(AND(Enquirer@row = \"Start up\", Request@row = \"whitepaper or e-book\"), \"Good Morning\" + CHAR(10) + \"Thank you for your request\" + CHAR(10) + \"Please find attached\", IF(AND(Enquirer@row = \"Private person\", Request@row = \"offer\"), \"Good Morning\" + CHAR(10) + \"Kind regards\" + CHAR(10) + \"Please find attached\"))<\/p>

Hope this helps<\/p>

Thanks<\/p>

Paul<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"reasonUpdated":"","dateUpdated":"2022-08-06 10:40:52","updateUser":{"userID":151036,"name":"Jörg Schmidt1","url":"https:\/\/community.smartsheet.com\/profile\/J%C3%B6rg%20Schmidt1","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hJjVoY907bY!!P7w61eHMiE7","dateLastActive":"2022-08-06T20:26:27+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">