用户可以请求更新请求吗?

我使用一个表单来收集员工的轮班信息(到主跟踪器上)。根据建筑物和部门,此班次信息被过滤为10个不同的报告。我需要用户/员工能够在他们提交后修改他们请求的班次。更新请求功能工作,但我不知道他们将如何触发。我向报表添加了一个复选框,并创建了一个Update Request自动化,但是当该复选框出现在仪表板上时,它不会显示在报表上。

如何使员工能够修改汇总到整个建筑仪表板的轮班请求?

谢谢!

答案

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    嗨梅雷迪思,

    你是在使用报告小部件?如果是这样,您可以将交互设置为,当它被单击时,用户可以转到源Report并选中复选框列,然后接收更新请求。

    请记住,在这种情况下,用户需要被共享到具有编辑权限的源工作表和报告,才能选中此框。如果他们有这些权限,他们应该能够从Report中选中复选框列,如果这是您的更新请求的触发器,它应该可以工作。然后,在这一点上,他们也应该能够直接在工作表中进行编辑?

    如果你是发表报告然后使用Web Content Widget嵌入该内容以显示信息,此时已发布的报表仅供查看,因此您的用户将无法在此场景中选中Update Request框。

    如果您不想共享源工作表,可能有一种方法可以设置一个单独的工作表,其中有一个表单,当他们需要进行更新时可以填写。在此表单中,他们可以输入原始请求的唯一ID(该ID将作为原始表单的确认电子邮件发送给他们)。然后,您可以使用INDEX(MATCH公式来更新您的初始工作表,如果在这单独的第二张工作表中出现更改请求…但这有点复杂了。如果你对这个想法感兴趣,请告诉我,我会测试一下这是否符合你的目的。

    你也许想调查一下高级应用动态视图,因为这将允许用户只拥有他们自己的请求的过滤视图,并在不共享到源表的情况下进行更新。

    希望这对你有帮助!

    欢呼,

    吉纳维芙

I understand. At least the font is a little different than the rest of the form. Maybe send it out to a small test group and get their feedback. Sometimes I'm my own worst critic when it comes to setting this stuff up for others.<\/p>
\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


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Apply a filter to the sheet and then you can select that filter in the Dynamic View.<\/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":106193,"type":"question","name":"Multiple Forms, One Smartsheet","excerpt":"I created two identical forms (except for the name) and both of them populated into the same smartsheet. Is there a way to only see one form's submissions?","categoryID":321,"dateInserted":"2023-06-08T13:28:04+00:00","dateUpdated":null,"dateLastComment":"2023-06-08T13:47:26+00:00","insertUserID":152102,"insertUser":{"userID":152102,"name":"AllieB","url":"https:\/\/community.smartsheet.com\/profile\/AllieB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-08T13:49:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":66106,"lastUser":{"userID":66106,"name":"Peggy Parchert","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Peggy%20Parchert","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/YYRDMWWFX83G\/nC7HLGW82ACPT.jpg","dateLastActive":"2023-06-08T22:09:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":47,"score":null,"hot":3372467730,"url":"https:\/\/community.smartsheet.com\/discussion\/106193\/multiple-forms-one-smartsheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106193\/multiple-forms-one-smartsheet","format":"Rich","lastPost":{"discussionID":106193,"commentID":379551,"name":"Re: Multiple Forms, One Smartsheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379551#Comment_379551","dateInserted":"2023-06-08T13:47:26+00:00","insertUserID":66106,"insertUser":{"userID":66106,"name":"Peggy Parchert","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Peggy%20Parchert","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/YYRDMWWFX83G\/nC7HLGW82ACPT.jpg","dateLastActive":"2023-06-08T22:09:49+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":"2023-06-08T13:46:06+00:00","dateAnswered":"2023-06-08T13:44:25+00:00","acceptedAnswers":[{"commentID":379548,"body":"

@AllieB<\/a> <\/p>

Yes - in your sheet, add a Created date column.<\/p>

-Peggy<\/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":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

使用Smartsheet的趋势