我是否可以将每周的单个单元更新合并到另一个单元以保持历史记录可见?

琥珀兰格
琥珀兰格 ✭
在内容基本知识

你好!我们正试图将Excel电子表格移动到Smartsheet中以更新项目状态。目前的流程是，每个周二我们都要向Excel单元格中手动添加注释，至少持续6周。我在Smartsheet中设置了一个工作流，它在每周一向PM发送更新请求，并将评论添加到表格中的“当周注释”列中。我可以设置自动将单元格数据移动到另一列，但无法想出一种方法将数据历史保存超过1周，因为我一直尝试删除公式的历史记录。我们还想知道发表评论的日期。我们向领导报告项目的历史，所以以可读的格式保存评论是很重要的。第一个图像是当前状态。

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最佳答案

  • 保罗H
    保罗H ✭✭✭✭✭
    编辑04/01/22 ✓回答

    @Amber兰格为测试的例子:

    主页，三栏

    image.png


    历史表，与额外的自动创建和时间戳+备注列更改为列公式

    image.png


    再次回到主表，连接/收集历史表的交叉引用，更改为列公式

    image.png

    自动化

    image.png


    主表结果

    image.png

    历史记录看起来怎么样

    image.png


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答案

  • 保罗H
    保罗H ✭✭✭✭✭
    编辑04/01/22

    最简单的方法是右键单击单元格和“查看历史”，剪切和粘贴它。

    如果你需要在单元格中自动读取历史，你有一个惟一的ID为每个项目

    创建一个新的空白表来收集历史记录。然后创建在添加新注释时触发并将行复制到新工作表的自动化。

    在这个新工作表上创建一个列，连接注释和自动修改的日期/时间。

    在“history Notes”列中使用join(collect公式从新的历史表中收集所有的注释+时间戳，并将其显示为一个大注释。

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  • 琥珀兰格
    琥珀兰格 ✭

    听起来好像能行。我们有一个唯一的ID(项目号)。我对Smartsheet比较陌生，所以我不确定如何构建这个公式，特别是在日期方面。

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  • 保罗H
    保罗H ✭✭✭✭✭
    编辑04/01/22 ✓回答

    @Amber兰格为测试的例子:

    主页，三栏

    image.png


    历史表，与额外的自动创建和时间戳+备注列更改为列公式

    image.png


    再次回到主表，连接/收集历史表的交叉引用，更改为列公式

    image.png

    自动化

    image.png


    主表结果

    image.png

    历史记录看起来怎么样

    image.png


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  • 琥珀兰格
    琥珀兰格 ✭

    非常有帮助，谢谢!现在，我被要求重新排列注释，以便最近的日期在单元格的顶部而不是底部。有办法做到吗?

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  • 保罗H
    保罗H ✭✭✭✭✭

    @Amber兰格我不相信有一种方法可以自动更改订单，复制行自动化总是会把它发送到历史表的底部。

    如果您手动对历史表应用排序，它将在该实例中执行您想要的操作，但在此之后添加的任何新行将再次移到底部，在您再次手动应用排序之前，所有内容都将失去顺序。

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类别

Hi @Alta<\/a> <\/p>

If you don't want to click on the + sign to expand the Child Rows, I would suggest right-clicking on the column name, then selecting Expand All<\/strong>. <\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n

Then you can see all the rows indented below your current one!<\/p>

\n
\n \n \"Screenshot<\/img><\/a>\n <\/div>\n<\/div>\n

I would recommend reviewing the Help Articles that @Andrée Starå<\/a> has linked above as they'll have more information. <\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-21 16:42:13","updateUser":{"userID":146968,"name":"Alta","url":"https:\/\/community.smartsheet.com\/profile\/Alta","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-21T16:49:12+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":96875,"type":"question","name":"Centralized location for all forms links","excerpt":"Hola, I am developing a lot of tools that include forms for data collection. Looking for a creative way to provide one link (a dashboard comes to mind) for the end user to minimize the links they need to keep track of. My department has over 15 groups, some links would need to overlap. Are there recommendations on how to…","categoryID":321,"dateInserted":"2022-10-21T14:45:21+00:00","dateUpdated":null,"dateLastComment":"2022-10-21T14:56:40+00:00","insertUserID":134324,"insertUser":{"userID":134324,"name":"Marcela Hernandez","url":"https:\/\/community.smartsheet.com\/profile\/Marcela%20Hernandez","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-21T23:21:08+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":"2022-10-21T18:40:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3332729521,"url":"https:\/\/community.smartsheet.com\/discussion\/96875\/centralized-location-for-all-forms-links","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/96875\/centralized-location-for-all-forms-links","format":"Rich","lastPost":{"discussionID":96875,"commentID":348206,"name":"Re: Centralized location for all forms links","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/348206#Comment_348206","dateInserted":"2022-10-21T14:56:40+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":"2022-10-21T18:40:50+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":"2022-10-21T14:52:55+00:00","dateAnswered":"2022-10-21T14:50:25+00:00","acceptedAnswers":[{"commentID":348199,"body":"

Hi @Marcela Hernandez<\/a> <\/p>

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

You could use one of the following methods.<\/p>