更新请求-显示(通过报告或仪表板)
有没有人知道，如果有一种方式来显示待处理的更新请求?我们使用了很多自动化来向团队成员发送更新请求，我担心他们会在电子邮件中迷失方向。这将是伟大的，如果我可以建立一个报告，仪表板等，显示所有未决更新请求。
迈克
答案
-
她名叫Stara ✭✭✭✭✭✭我的一个想法是与每个更新请求同时触发一个批准请求，然后通过更新请求中特定字段的更新来更改状态。
然后，您可以过滤并在仪表板中显示它们。
有意义吗?
你觉得呢?
这样行吗?
我希望这对你有帮助!
注意安全，祝你度过美好的一天!
最好的
✅我的帖子是否帮助或回答了你的问题或解决了你的问题?请帮助社区将其标记为可接受的答案/有用的。这将使其他人更容易找到解决方案或帮助回答!
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。
-
迈克里 ✭✭
从概念上讲，是有道理的。您是说让某人手动更新更新请求中的状态吗?
-
她名叫Stara ✭✭✭✭✭✭
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。
-
迈克里 ✭✭
是的，我只是不认为SmartSheets有能力根据更新请求更新状态。几个月前我还在调查这个，但根本不存在。现在呢?
-
她名叫Stara ✭✭✭✭✭✭
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。
-
迈克里 ✭✭
太棒了，所以让我来问这个问题，这样我就不用花2个小时来摸索了。假设更新请求发出时，我们的Status显示为“Sent To Account”。当Account提交更新请求时，更新Status的触发机制是什么?我假设我可以查看已更改的填写字段，但我不确定如何将Status字段从“Sent to Account”更改为“Account Submitted”(在我们的示例中)。
谢谢你的帮助。
-
她名叫Stara ✭✭✭✭✭✭
抱歉，我错过了你的回复。
他们需要手动更改Status值(在更新请求中)以显示它已更新。
✅记住!我的帖子是否帮助或回答了你的问题或解决了你的问题?请帮助社区将其标记为可接受的答案/有用的。这将使其他人更容易找到解决方案或帮助回答!
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。
-
迈克里 ✭✭
是的，我也是这么想的。上周我一直在做这个，一直在努力弄清楚它是如何自动改变的。你还能澄清我如何能够在报告或仪表板上显示打开的更新请求列表吗?上面你提到了更新请求/批准的组合——我对两者都很熟悉，但仍然不完全清楚如何以仪表板或报告的形式显示已批准/更新的内容
-
她名叫Stara ✭✭✭✭✭✭
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。
帮助文章参考资料欧宝体育app官方888
类别
=IFERROR(DATE(YEAR([Start Date]@row), MONTH([Start Date]@row) + 3, DAY([Start Date]@row)), DATE(YEAR([Start Date]@row) + 1, MONTH([Start Date]@row) - 9, DAY([Start Date]@row)))<\/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":106458,"type":"question","name":"Checking for Duplicates and then Checking for the highest ID Code.","excerpt":"Hi there! We use Smart Sheet for tracking multiple components of our department. On one sheet, I want a formula to check for duplicate names and then look at the ID Code Column and I want a box to be checked for any ID Code that isn't the highest of the duplicates. I have gotten the first part of the formula to work. I…","categoryID":322,"dateInserted":"2023-06-14T19:52:43+00:00","dateUpdated":null,"dateLastComment":"2023-06-15T14:22:20+00:00","insertUserID":162383,"insertUser":{"userID":162383,"name":"jdhubbard09","title":"Logistics Team Lead","url":"https:\/\/community.smartsheet.com\/profile\/jdhubbard09","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-15T14:18:27+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":"2023-06-15T15:31:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":30,"score":null,"hot":3373613703,"url":"https:\/\/community.smartsheet.com\/discussion\/106458\/checking-for-duplicates-and-then-checking-for-the-highest-id-code","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106458\/checking-for-duplicates-and-then-checking-for-the-highest-id-code","format":"Rich","lastPost":{"discussionID":106458,"commentID":380792,"name":"Re: Checking for Duplicates and then Checking for the highest ID Code.","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380792#Comment_380792","dateInserted":"2023-06-15T14:22:20+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":"2023-06-15T15:31:24+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-15T14:18:25+00:00","dateAnswered":"2023-06-15T11:42:38+00:00","acceptedAnswers":[{"commentID":380722,"body":"
You will need a helper column that pulls in the highest id code for the name on each row.<\/p>
=MAX(COLLECT([ID Code]:[ID Code], [Contractor Name]:[Contractor Name], @cell = [Contractor Name]@row))<\/p>
<\/p>
Then the flag formula would look something like this:<\/p>
=IF([ID Code]@row< [Helper Column]@row, 1)<\/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":106457,"type":"question","name":"Formula returning random data","excerpt":"I have a list of 7 courses and with each course comes specific data.The Tuition Type and SHP Item Type numbers are specific to each course. In this screenshot below, I have the courses in a dropdown list and hoping to populate the SHP Items Type and the Tuition Type columns with their corresponding data. It works for many…","categoryID":322,"dateInserted":"2023-06-14T19:52:35+00:00","dateUpdated":null,"dateLastComment":"2023-06-15T11:51:26+00:00","insertUserID":162337,"insertUser":{"userID":162337,"name":"maineL","title":"Admin. & Course Coordinator","url":"https:\/\/community.smartsheet.com\/profile\/maineL","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!plNXqQdBs_o!2kvQ_7y42f4!PTHvB33mICN","dateLastActive":"2023-06-15T14:17:29+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":"2023-06-15T15:31:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":30,"score":null,"hot":3373604041,"url":"https:\/\/community.smartsheet.com\/discussion\/106457\/formula-returning-random-data","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106457\/formula-returning-random-data","format":"Rich","lastPost":{"discussionID":106457,"commentID":380728,"name":"Re: Formula returning random data","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380728#Comment_380728","dateInserted":"2023-06-15T11:51:26+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":"2023-06-15T15:31:24+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\/B81JY03X1O1S\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-15T11:45:10+00:00","dateAnswered":"2023-06-15T11:37:36+00:00","acceptedAnswers":[{"commentID":380721,"body":"
Try specifying an exact match within the MATCH function.<\/p>
=INDEX({Data SHPType}, MATCH(Course@row, {Data Course}, 0<\/strong>))<\/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":[]}],"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":9998,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
