如何在不打开工作表的情况下自动保存工作表?

我使用条件格式。当我查看仪表板时,格式不会更新,直到我进入工作表并保存。我想在条件格式更改时自动保存表。谢谢你!

«1

答案

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    下面看看其他人的建议…

    thinkspi.com

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    @Lawrence西

    你介意再解释一下吗?表格是如何在仪表板中使用的?是通过Web内容小部件的已发布链接吗?你的条件格式规则是什么(它们基于什么标准),这个标准是如何更新的?

    我的假设是,导致条件格式运行的更新刷新了表单,所以您不需要进入并打开它。

    例如,我刚刚测试了向包含特定状态的工作表提交一个表单,条件格式规则会将行设置为特定的颜色。提交表单后,我检查了Dashboard,其中显示了我的表单的发布视图。这个发布的视图显示了应用条件格式规则的新行提交。

    如果这不是您的场景,那么查看仪表板的屏幕截图和设置的条件格式规则将非常有帮助,但请屏蔽任何敏感数据。

    谢谢!

    吉纳维芙

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    @Genevieve P我不能代表Lawrence说话,但我的特殊情况是仪表板上的一个Report Widget。

    下面是我如何设置它的……

    母表根据选中的复选框设置了条件格式。被选中的复选框还驱动报告。因此,如果选中了该框,条件格式应该显示“红色”,并且该行应该显示在报表上。


    当我打开仪表板时,根据选中的框,行被正确地拉出,但条件格式没有到位。

    我没有去那里查报告。相反,我直接打开主表再次检查条件格式规则。

    当我打开工作表,保存图标立即变成“un灰色”。不幸的是,这些行太靠下了,无法在屏幕上看到它们在页面一打开时的样子。

    我继续保存,然后向下滚动到现在显示适当格式的行。

    我回到仪表板,发现报告小部件现在也显示了适当的格式。


    我认为,如果条件满足显示在报告上是工作的,那么(因为它是相同的条件)条件格式也应该是工作的。


    在前几天使用相同的表格/报告/仪表盘之前,我从未遇到过这个问题。


    @Lawrence西这听起来和你的情况相似吗?

    thinkspi.com

  • 是的,非常相似。我有条件格式,打击通过文本或改变基于条件格式的文本颜色,它不更新,直到我物理去表。打开工作表并保存之后,仪表板格式会正确显示。

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    @Lawrence西

    您的工作表是如何进行更改的?

    例如,是否根据日期划掉了文本或更改了颜色?还是由于从表单中添加了新行而发生了这种变化?

    我想知道是否有一种设置,需要表单识别日期,就像TODAY功能一样(见这里)以便更新条件格式。

    这将是非常有用的看到屏幕截图的表格中的网格视图你有你的方式设置条件格式,以及它是如何出现的仪表板.这可能提供吗?请屏蔽任何敏感数据。


    保罗,我不确定在你的例子中发生了什么-如果报告拉入正确的行,它应该也要拉入正确的格式为那些行以及…让我知道这是不是一致的模式。我试图复制的行为有新行通过一个表单提交进来,但它更新了仪表板和预期的颜色。

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    @Genevieve P我会与你保持联络。

    那个特定的报告只拉出有非常具体问题的行,所以(但愿如此)它大部分时间保持空白。

    根据我们的工作负载,源表每周也会被6个人(包括我自己)访问1到2次,甚至一天访问12次,所以即使在打开表时,报表有一些内容没有得到纠正,这种特殊情况也很少发生。

    条件格式是由报表提取的相同复选框驱动的。

    复选框中的公式是基于日期的,但它与从另一个工作表(我自己的自动更新TODAY()函数的版本)链接的单元格日期进行比较。这个单元链接每天更新,并运行许多指标。所有的指标每天更新。所有的报告每天更新。这一次似乎只是条件格式出现了问题。


    我可以做一些对照试验看看能不能复制出来

    thinkspi.com

  • @Genevieve P条件格式查看要填写的完整日期。如果未填写日期,且日期为过去日期,则文本为红色。如果显示了完成日期,则删除文本。我目前没有任何公式使用TODAY()函数在这些表,但我可以很容易地添加。我可以在顶部使用一个TODAY()公式吗?还是每一行都需要有它?

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    @Paul新来的是的,请随时通知我!我想弄清楚到底发生了什么——这是否在意料之中(似乎不是……基于你对所有不断发生的更新的描述)。


    @Lawrence西不,没有必要用“今天”这个公式……但是我认为你的条件格式规则中的日期以同样的方式行动,所以我才提到:


    当执行以下任何操作时,Smartsheet将更新表中TODAY函数的所有实例到当前日期:

    • 打开表格并保存
    • 从表单提交向工作表中添加新行
    • 通过更新或批准请求对工作表进行更改
    • 你以报告的方式更新表格
    • 链接的单元格更新工作表
    • 打开在跨表公式中引用的表

    以下不会更新使用TODAY函数的公式到当前日期:

    • 打开一个查看工作表中的函数的报告。
    • 显示表格信息的仪表盘被打开。”


    我的想法是,这些条件格式更新可能不会通过,直到打开工作表,因为它需要识别今天的当前日期,然后应用格式更改。

    我很可能是错的,所以你可能想知道联系Smartsheet技术支持如果这种行为继续。一定要与技术支持人员共享屏幕截图,以及表名和到此社区线程的链接。

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    我尝试了一个非常简化的设置版本,但它没有复制这个问题。现在一切似乎都在正常运转。我会留意的。


    我确实觉得我以前见过这种情况,虽然不是在我自己的仪表板上,就是在社区里(我不记得是哪个了)。

    thinkspi.com

  • 我想,基于你的信息,我将创建一个母版,并在这张纸和我所有的其他纸之间创建一个单元连接。我可以更新那张表,这应该,根据我的理解,刷新所有链接的表。解决方案并不令人兴奋,但也并不困难。

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    @Lawrence西我在所有的表格上都设置了这一点,但我仍然遇到了上述问题。希望这是一个罕见的故障在我的终端和链接将为您澄清事情。


    实际上,我使用Zapier向“主链接表”添加了一个新行,这样我就不必手动更新任何内容。这就是我使用Zapier的目的,所以它仍然属于免费版本。

    我有一个日期类型列

    =今天()

    在“主链接表”上。然后,当Zapier添加新行时,TODAY()将被更新。这是我在其他表格上链接到的单元格。然后在我的其他表格的公式中,我可以引用链接单元格,而不是使用TODAY()函数,这本质上给我一个自动更新的TODAY()。

    关于如何利用“主链接”(希望)让事情更容易一些,我有一个小小的建议。

    thinkspi.com

  • @Paul新来的我可能会去用Zapier。我刚创建了master,我在仪表板顶部放了一个链接,上面写着刷新仪表板,它能带我到表格,我可以保存。我打算在接下来的几天里测试一下,看看是否会遇到什么问题。谢谢你的建议。

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    很乐意帮忙。还有一种方法可以避免你先到仪表板,然后再到工作表,然后再进行保存,那就是在主工作表上设置一个循环更新请求,每天给你发送一封电子邮件。您可以从电子邮件打开更新请求,更改一个字段,然后提交,它将刷新工作表。

    您甚至可以创建一个在某些字段中具有默认值的表单,并每天提交该表单。只需打开表单并单击提交。如果将表单放在仪表板上的Web Content小部件中,则可以从那里直接提交表单,然后只需刷新浏览器选项卡。

    实际上有很多不同的方法来实现提神,这取决于你的需要以及你做或不想做多少工作。

    如果您想探索一些其他选项或需要帮助设置Zap,请随意重新访问。

    thinkspi.com

  • 关于这个话题有一个建议…我只是把“自动刷新”设置为1分钟,而不是10分钟……希望这将解决问题,1分钟后?

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    @Hitesh Wadhwa我不太明白。自动刷新只在打开的工作表时生效。

    thinkspi.com

Thank you for the quick reply kirstie858<\/strong><\/a>!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-06 04:04:01","updateUser":{"userID":155650,"name":"vponis","url":"https:\/\/community.smartsheet.com\/profile\/vponis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu123eObw5fLQtcthrpqsoWY319L3hmQyAsPTpm6=s96-c","dateLastActive":"2022-12-06T04:02:48+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":[]},{"discussionID":98392,"type":"question","name":"Summary Formula Result in new Formula","excerpt":"I am generating multiple results in a Summary Sheet. I would like to use these results in a new formula within the same Summary, is this possible? SS_Result1 SS_Result2 new formula =sum([SS-Result1]-[SS-Result2]) otherwise I have to combine the formulas within each against themselves, kinda tedious","categoryID":321,"dateInserted":"2022-12-04T20:14:28+00:00","dateUpdated":null,"dateLastComment":"2022-12-05T14:48:26+00:00","insertUserID":154303,"insertUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":154303,"lastUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":20,"score":null,"hot":3340437774,"url":"https:\/\/community.smartsheet.com\/discussion\/98392\/summary-formula-result-in-new-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98392\/summary-formula-result-in-new-formula","format":"Rich","lastPost":{"discussionID":98392,"commentID":353136,"name":"Re: Summary Formula Result in new Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353136#Comment_353136","dateInserted":"2022-12-05T14:48:26+00:00","insertUserID":154303,"insertUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+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":"2022-12-05T14:48:17+00:00","dateAnswered":"2022-12-04T23:22:27+00:00","acceptedAnswers":[{"commentID":353095,"body":"

Hey @SkiPatrolScott<\/a> <\/p>

Yes, you can use an existing summary field in another summary field within the same sheet. You can either click into the formula field of the existing formula to add to new formula, or type out the field name. Summary fields use a # in place of a row indicator. Using your example from above:<\/p>

=new formula =[SS-Result1]#<\/strong>-[SS-Result2]#<\/strong><\/p>

If this doesn't make sense, help me understand where I lost you and I will try to explain it better.<\/p>

Kelly<\/p>"},{"commentID":353136,"body":"

Thanks @Kelly Moore<\/a> , I did have to add a ( around the equation ) but it did work.<\/p>

=sum([summary field1]#-[summary field2]) the correct answer was produced.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-05 14:48:17","updateUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+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":[]},{"discussionID":98381,"type":"question","name":"Smartsheet Form Logo Question","excerpt":"Hello Smartsheet Community, I have a question that is probably obvious that I am overlooking it. I am creating and I am incorporating a logo into the form. I am able to incorporate the logo, but it's small when you open the form. Is there a way to make the logo bigger? Or, elongate the image so it goes across the top of…","categoryID":321,"dateInserted":"2022-12-02T20:32:19+00:00","dateUpdated":null,"dateLastComment":"2022-12-03T18:37:12+00:00","insertUserID":147643,"insertUser":{"userID":147643,"name":"Anthony DAmbrosio","url":"https:\/\/community.smartsheet.com\/profile\/Anthony%20DAmbrosio","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:14:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":112221,"lastUser":{"userID":112221,"name":"Kelly Moore","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20Moore","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jnPa4zng1Pw!n1lbH6Wxgbo!UbxYNkVsKJw","dateLastActive":"2022-12-06T02:41:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":23,"score":null,"hot":3340106371,"url":"https:\/\/community.smartsheet.com\/discussion\/98381\/smartsheet-form-logo-question","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98381\/smartsheet-form-logo-question","format":"Rich","lastPost":{"discussionID":98381,"commentID":353078,"name":"Re: Smartsheet Form Logo Question","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353078#Comment_353078","dateInserted":"2022-12-03T18:37:12+00:00","insertUserID":112221,"insertUser":{"userID":112221,"name":"Kelly Moore","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20Moore","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jnPa4zng1Pw!n1lbH6Wxgbo!UbxYNkVsKJw","dateLastActive":"2022-12-06T02:41:20+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\/868U3BF057NI\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-12-05T17:14:43+00:00","dateAnswered":"2022-12-03T18:37:12+00:00","acceptedAnswers":[{"commentID":353078,"body":"

Hello @Anthony DAmbrosio<\/a> <\/p>

The following reference states the dimensions for a form logo is 300pix wide x 52pix tall. <\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/2478921-create-a-quality-logo-to-brand-your-smartsheet-items#toc-where-your-logo-appears-and-how-smartsheet-resizes-it\n <\/a>\n<\/div>

You may need to play with your layout, as suggested in the article, to maximize the size of the text.<\/p>

Kelly<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-05 17:14:43","updateUser":{"userID":147643,"name":"Anthony DAmbrosio","url":"https:\/\/community.smartsheet.com\/profile\/Anthony%20DAmbrosio","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:14:36+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":[]}">