用数据填充行

嗨!我正在尝试创建一个调查,将发送给外部客户。

  1. 客户的姓名,电子邮件和项目数据被填充到智能表。
  2. 自动触发生成电子邮件。例如,当选中复选框时,将生成一封电子邮件并发送给单元格中的联系人。
  3. 包含调查的自动电子邮件通过电子邮件发送给客户(电子邮件地址包含在填充的初始数据中)

客户将收到嵌入在电子邮件正文中的调查或填写调查的链接。他们将无法访问表格或数据。

当客户完成调查时,他们的答案将与他们的电子邮件地址和项目数据填充在同一行(类似于请求更新)。我知道这是可能的,但我不知道该怎么做。

谢谢你的帮助!

答案

  • Intern98
    Intern98 ✭✭✭

    根据你的资料类型和需要,将资料格式调整为适当的格式。

    创建表单并适当设置。

    客户可以选择“发送我的回复副本”,以获得他们在表单中输入的内容的副本。

    Capture.PNG


  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @Steph_Stach

    我希望你一切安好!

    补充Intern98的优秀建议/答案。

    另一种选择。

    使用URL-Query特性,您可以使用Automated Alert Workflow并包含到预填写表单的链接。

    更多信息:


    那会有用吗?

    我希望这对你有所帮助!

    注意安全,祝你有一个美好的一周!

    最好的

    她名叫Stara工作流顾问/ CEO @工作大胆

    我的帖子是否帮助或回答了你的问题或解决了你的问题?请支持社区将其标记为深刻的/投票或/和作为公认的答案.这将使其他人更容易找到解决方案或帮助回答!

    Smartsheet专家顾问和合作伙伴

    她名叫Stara工作流顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    关于Smartsheet、集成、一般工作流建议或其他方面的帮助,请随时与我联系。

  • 谢谢你们俩的帮助!我需要更详细地审查URL-Query功能,但它似乎是正确的路径。

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @Steph_Stach

    太好了!

    乐意帮忙!

    请以标记的方式支持社区帮助或回答你的问题或解决你的问题公认的答案/有帮助.这将使其他人更容易找到解决方案或帮助回答!

    Smartsheet专家顾问和合作伙伴

    她名叫Stara工作流顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    关于Smartsheet、集成、一般工作流建议或其他方面的帮助,请随时与我联系。

Have the user submit a support ticket to us with this screenshot, and the email address that they are using to login to Smartsheet. We can further review their account and provide additional information.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-23 02:56:46","updateUser":{"userID":39761,"name":"Vivien Chong","url":"https:\/\/community.smartsheet.com\/profile\/Vivien%20Chong","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!gx1fXwAkvsQ!Glje3-xv06Y!kk-3Zw9dLY7","dateLastActive":"2022-09-23T02:56:50+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":95778,"type":"question","name":"My sheets are not loading in WorkFlo","excerpt":"I need to create a workflow and when I click on \"select sheet\" only 1 sheet shows up. How do I get all of my sheets to appear?","categoryID":321,"dateInserted":"2022-09-22T14:05:12+00:00","dateUpdated":null,"dateLastComment":"2022-09-22T16:09:54+00:00","insertUserID":131767,"insertUser":{"userID":131767,"name":"Maureen Chausse","url":"https:\/\/community.smartsheet.com\/profile\/Maureen%20Chausse","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-22T16:09:21+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":131767,"lastUser":{"userID":131767,"name":"Maureen Chausse","url":"https:\/\/community.smartsheet.com\/profile\/Maureen%20Chausse","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-22T16:09:21+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":28,"score":null,"hot":3327720306,"url":"https:\/\/community.smartsheet.com\/discussion\/95778\/my-sheets-are-not-loading-in-workflo","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95778\/my-sheets-are-not-loading-in-workflo","format":"Rich","lastPost":{"discussionID":95778,"commentID":344438,"name":"Re: My sheets are not loading in WorkFlo","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/344438#Comment_344438","dateInserted":"2022-09-22T16:09:54+00:00","insertUserID":131767,"insertUser":{"userID":131767,"name":"Maureen Chausse","url":"https:\/\/community.smartsheet.com\/profile\/Maureen%20Chausse","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-22T16:09:21+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\/PIAK04SV3UQC\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-09-22T16:43:32+00:00","dateAnswered":"2022-09-22T15:51:21+00:00","acceptedAnswers":[{"commentID":344436,"body":"

@Maureen Chausse<\/a> Do you have the required level of ownership of the sheets you are looking for, both source and target? And of the workspaces? <\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/2479226-permissions-required-to-create-and-edit-automated-workflows\n <\/a>\n<\/div>

That is where I get hung up ... <\/p>

dm<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-22 16:43:32","updateUser":{"userID":150538,"name":"Preston P.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Preston%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nWVKDFTEFOKBN.png","dateLastActive":"2022-09-23T01:19:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}}},"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":95746,"type":"question","name":"Control Center - Attachments","excerpt":"Hi - If I add an attachment to the Intake Sheet after the Profile Data sheet is generated will the attachments get updated? I see that it will add the attachment if it's already on the intake sheet row before it's triggered to create the folder for the project. But I want it to add new attachments like it does for the cell…","categoryID":343,"dateInserted":"2022-09-21T22:32:53+00:00","dateUpdated":null,"dateLastComment":"2022-09-22T20:07:02+00:00","insertUserID":130829,"insertUser":{"userID":130829,"name":"Leslie Murray","url":"https:\/\/community.smartsheet.com\/profile\/Leslie%20Murray","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!bWnfm160Tb4!kp_eH368ev4!mKbtkR5vRsu","dateLastActive":"2022-09-22T20:32:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2022-09-23T13:21:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":27,"score":null,"hot":3327678595,"url":"https:\/\/community.smartsheet.com\/discussion\/95746\/control-center-attachments","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95746\/control-center-attachments","format":"Rich","tagIDs":[268,466],"lastPost":{"discussionID":95746,"commentID":344484,"name":"Re: Control Center - Attachments","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/344484#Comment_344484","dateInserted":"2022-09-22T20:07:02+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2022-09-23T13:21:20+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-09-23T01:05:51+00:00","dateAnswered":"2022-09-21T22:39:26+00:00","acceptedAnswers":[{"commentID":344358,"body":"

Hi @Leslie Murray<\/a> <\/p>

I hope you're well and safe!<\/p>

Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/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","log":{"dateUpdated":"2022-09-23 01:05:51","updateUser":{"userID":150538,"name":"Preston P.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Preston%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nWVKDFTEFOKBN.png","dateLastActive":"2022-09-23T01:19:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}}},"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":268,"urlcode":"Attachments","name":"Attachments"},{"tagID":466,"urlcode":"control-center","name":"Control Center"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">