从表单输入获取联系人
我正在实施一个表来接收输入的休假请求。对于提交表单,用户将输入自己的姓名、审批人(主管)的姓名和部门的计时员的姓名。
对于这4个雇员列,我将它们创建为联系人列表。我已经创建了一个审批工作流和报告,这些都是建立在联系人列表列功能。
但是,提交表单不允许输入联系人。提交工作表时,将以文本形式输入姓名而不是联系人,并且在手动将工作表更新为联系人而不仅仅是文本之前,无法对该行执行任何操作。
有什么方法、变通方法或联系人列表公式可以用来解决这个问题吗?
答案
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她名叫Stara ✭✭✭✭✭✭
您需要为每个角色添加所谓的助手列,然后使用公式获取电子邮件地址。
有意义吗?
这样行吗?
我希望这对你有帮助!
注意安全,祝你度过美好的一周!
最好的
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Eric角 ✭✭✭
好吧,我想我明白你的意思了(你得原谅我,我是SS的新手)。如果我没理解错的话
- 创建一个Text列,它将接收来自表单的输入。假设用户在表单中输入了电子邮件地址。
- 在联系人栏中加入一个公式,将电子邮件地址复制为联系人,而不仅仅是文本。
对吗?还有,公式是什么?
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她名叫Stara ✭✭✭✭✭✭
智能表专家顾问兼合伙人
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Eric角 ✭✭✭
谢谢你!我把零钱放进去了,正好达到了我们需要的效果,所以谢谢你的帮助。
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她名叫Stara ✭✭✭✭✭✭
智能表专家顾问兼合伙人
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布雷特•史密斯 ✭✭✭
你好,
我也有类似的问题。我想使用联系人列表来审批工作流。但是当我在表单中使用联系人列表时,它基本上只是一个文本输入字段。这会在其他地方创建工作,因为有人需要手动更新工作表,因此条目实际上是联系人。这就违背了自动化的本意。
我可以在联系人列表中添加可选值,但这会产生一个长期的问题,即随着人们的移动/变化等而更新/维护这些可选值。
如何使用表单将实际的联系人传递给工作表?这肯定是以前解决过的??
干杯
布雷特
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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。
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戴尔·墨菲 ✭✭✭✭✭✭
Andree,我在这里遵循路径,在一个表单中,列看起来像一个联系人。
但是,如果我尝试在“当前用户”上的报告过滤器中使用此列,则报告过滤不能正常工作。我确信这是因为将文本输入转换为联系人的过程不包括姓名和电子邮件地址。
关于如何从表单条目构建联系人列表列,以便它被报告识别,有什么想法吗?
dm
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罗宾•赫里克 ✭✭
助手列工作正常,但我想知道为什么我不能使用系统列Created By。表格中的公式似乎不能识别这一栏。为什么这不起作用,为什么不可能使这个系统列可见?
类别
I hope you're well and safe!<\/p>
Here's a possible workaround or workarounds <\/strong><\/p> Would any of those options work\/help? <\/p> I hope that helps!<\/p> Be safe, and have a fantastic week!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":[{"tagID":446,"urlcode":"update-requests","name":"Update Requests"}]},{"discussionID":106397,"type":"question","name":"Line Item Signature Requests","excerpt":"I have a database of assets, and want to send each asset owner an automated form, which I can do, with their asset listing. 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Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"},{"commentID":380454,"body":" @Pauline J<\/a> <\/p> Excellent!<\/p> Happy to help!<\/p> Here's an example of how it could look.<\/p>