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从模板更新活动工作表格式

所有人,

我的组织管理产品交付生命周期。ob欧宝娱乐app手机下载我们目前为每个新产品的交付复制一个过程检查表模板(表)。ob欧宝娱乐app手机下载该清单还捕获日期和数据点。

理想情况下,应该有一种方法在整个生命周期中主动更新检查表模板表的格式(在我们微调过程时添加额外的行)。

我本能的想法是创建一个模板的报告。但是填充日期或数据点会将数据推回原始数据。那不适合我们目前的需要。任何想法都将不胜感激。

评论

  • J.克雷格·威廉姆斯
    J.克雷格·威廉姆斯 ✭✭✭✭✭✭

    斯科特,

    没有办法做到这一点。

    你需要手动另存为新,清理表格(删除数据,保持结构和格式),另存为模板。

    克雷格

  • 3天前,当我第一次听说Smartsheet时,我真的被震撼了!我是一个高级/专家Excel用户。不过,我现在可能对智能手机上瘾了;然而,我转向Smartsheets的一个关键原因是我被一个同事引导相信更新模板会动态更新使用该模板的每个智能表。听起来很棒!!

    如果一个模板被保存在一个工作空间中,那么任何使用该模板保存在同一个工作空间中的智能表都应该具有这种动态更新功能——当模板被更改时!

这次讨论已经结束了。
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My apologies, I was counting interviews remaining in the current week. This will give you total interviews for the current week.<\/p>

=COUNTIFS([Interview Date]:[Interview Date], @cell <= TODAY(7 - WEEKDAY(TODAY())), [Interview Date]:[Interview Date], @cell > TODAY() - WEEKDAY(TODAY()), Fleet:Fleet, \"A220\")<\/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":106699,"type":"question","name":"Bridge Smartsheet Salesforce integration - redirect uri mismatch","excerpt":"Hello, I am trying to setup the Bridge Smartsheet Salesforce integration. I have followed the Smartsheet provided instructions at https:\/\/help.smartsheet.com\/articles\/2482029-salesforce-integration-overview-bridge to setup the Salesforce Connected App. I get the redirect uri mismatch error which says the redirect uri must…","categoryID":343,"dateInserted":"2023-06-21T15:05:04+00:00","dateUpdated":"2023-06-21T16:04:12+00:00","dateLastComment":"2023-06-22T04:28:35+00:00","insertUserID":134877,"insertUser":{"userID":134877,"name":"Neil Egsgard","url":"https:\/\/community.smartsheet.com\/profile\/Neil%20Egsgard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5tveebqufHw!ZEFfmXK0aXw!Dn7gBkJjOOH","dateLastActive":"2023-06-22T04:28:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":91566,"lastUserID":134877,"lastUser":{"userID":134877,"name":"Neil Egsgard","url":"https:\/\/community.smartsheet.com\/profile\/Neil%20Egsgard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5tveebqufHw!ZEFfmXK0aXw!Dn7gBkJjOOH","dateLastActive":"2023-06-22T04:28:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":21,"score":null,"hot":3374768619,"url":"https:\/\/community.smartsheet.com\/discussion\/106699\/bridge-smartsheet-salesforce-integration-redirect-uri-mismatch","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106699\/bridge-smartsheet-salesforce-integration-redirect-uri-mismatch","format":"Rich","tagIDs":[277,369],"lastPost":{"discussionID":106699,"commentID":381677,"name":"Re: Bridge Smartsheet Salesforce integration - redirect uri mismatch","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381677#Comment_381677","dateInserted":"2023-06-22T04:28:35+00:00","insertUserID":134877,"insertUser":{"userID":134877,"name":"Neil Egsgard","url":"https:\/\/community.smartsheet.com\/profile\/Neil%20Egsgard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5tveebqufHw!ZEFfmXK0aXw!Dn7gBkJjOOH","dateLastActive":"2023-06-22T04:28:44+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/B2DGWP3IILUP\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-22T04:28:43+00:00","dateAnswered":"2023-06-22T04:28:35+00:00","acceptedAnswers":[{"commentID":381677,"body":"

I solved the problem. A few key points:<\/p>

  1. The Callback URL in the instructions in Smartsheet Bridge - Salesforce Integration Overview<\/a> is wrong.<\/li>
  2. The correct Callback URL is:  https:\/\/system.converse.ai\/api\/settings\/oauth\/oauth2callback<\/li>
  3. I was able to analyze the error message to determine the correct redirect URI which is also the required Callback URL.<\/li><\/ol>

    Details of the solution<\/strong><\/p>

    How I found the solution<\/em><\/p>

    I determined the correct Callback URL by analyzing the Salesforce error that popped up when I clicked Connect on the Bridge.<\/p>

    What I clicked to generate the error<\/em><\/p>

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

    Resulting error message<\/em><\/p>

    I pulled the redirect URI from the message and added it to the Callback URL field in the Salesforce Connected App and that worked. See the second highlighted string.<\/p>

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

    Screenshot of correct settings for the Salesforce Connected App<\/em><\/p>

    Callback URL that works is:<\/p>

    https:\/\/system.converse.ai\/api\/settings\/oauth\/oauth2callback<\/p>

    \n
    \n \n \"User:<\/img><\/a>\n <\/div>\n<\/div>\n

    Neil<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":277,"urlcode":"Integrations","name":"Integrations"},{"tagID":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"}]},{"discussionID":106725,"type":"question","name":"Start\/stop buttons for timekeeping?","excerpt":"Hello! I am curious to know if anyone has a solution for stop\/start buttons to record team members' time toward projects in Smartsheet outside of Resource Management. This is for a small team without access to any premium apps. When a new project is set up, it is added to a master Project List sheet, and manually added to…","categoryID":343,"dateInserted":"2023-06-21T19:22:38+00:00","dateUpdated":"2023-06-21T19:27:04+00:00","dateLastComment":"2023-06-21T21:39:49+00:00","insertUserID":126351,"insertUser":{"userID":126351,"name":"Julie Fortney","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fortney","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hZje4WgcMyQ!en9eZ1QFHfo!MFtz_rjuwYj","dateLastActive":"2023-06-21T21:40:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":91566,"lastUserID":126351,"lastUser":{"userID":126351,"name":"Julie Fortney","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fortney","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hZje4WgcMyQ!en9eZ1QFHfo!MFtz_rjuwYj","dateLastActive":"2023-06-21T21:40:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":28,"score":null,"hot":3374762547,"url":"https:\/\/community.smartsheet.com\/discussion\/106725\/start-stop-buttons-for-timekeeping","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106725\/start-stop-buttons-for-timekeeping","format":"Rich","tagIDs":[468,553],"lastPost":{"discussionID":106725,"commentID":381643,"name":"Re: Start\/stop buttons for timekeeping?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381643#Comment_381643","dateInserted":"2023-06-21T21:39:49+00:00","insertUserID":126351,"insertUser":{"userID":126351,"name":"Julie Fortney","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fortney","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hZje4WgcMyQ!en9eZ1QFHfo!MFtz_rjuwYj","dateLastActive":"2023-06-21T21:40:14+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-21T21:40:12+00:00","dateAnswered":"2023-06-21T21:18:20+00:00","acceptedAnswers":[{"commentID":381638,"body":"

    @Julie Fortney<\/a> <\/p>

    Happy to help!<\/p>

    This is the one I was thinking about. It's been some time since I played around with it, so let me know what you think after you've tested it.<\/p>

    \n \n https:\/\/trackingtime.co\/time-tracking-for-smartsheet\n <\/a>\n<\/div>

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