装箱单模板终稿

你好,

我现在在这个页面,已经下载了装箱单模板。

我已经在smartsheet中打开了它,但不知道如何使它看起来像这个页面显示的Final Draft。我是否遗漏了某些功能?

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最佳答案

  • 吉纳维芙P。
    吉纳维芙P。 员工管理
    ✓回答

    @MTGoodman

    如果你想在竖屏中创建装箱单或文档,我建议你使用Smartsheet的document Builder功能。这可以获取存储在一行中的数据,并将该行数据映射到可填充PDF中的字段。通过这种方式,您可以将数据保存在Smartsheet中,但可以根据需要快速生成具有首选格式的肖像文档。

    看到的:文档构建器

    欢呼,

    吉纳维芙

答案

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    @MTGoodman

    在上面链接的页面上有不同类型的免费模板:谷歌表格模板、Excel模板和同一类型表格的Smartsheet版本。

    屏幕捕获的图像是模板的Excel版本,Smartsheet将有不同的格式。

    欢呼,

    吉纳维芙

  • @Genevieve P。


    谢谢您的回复。你知道Smartsheet是否有一种格式化的方法,使它对客户友好,这样我们就可以把它变成一个包装单/结构估计,完全符合肖像方向。

  • 吉纳维芙P。
    吉纳维芙P。 员工管理
    ✓回答

    @MTGoodman

    如果你想在竖屏中创建装箱单或文档,我建议你使用Smartsheet的document Builder功能。这可以获取存储在一行中的数据,并将该行数据映射到可填充PDF中的字段。通过这种方式,您可以将数据保存在Smartsheet中,但可以根据需要快速生成具有首选格式的肖像文档。

    看到的:文档构建器

    欢呼,

    吉纳维芙

  • 这就是我想要的!


    非常感谢!

  • 我似乎在这件事上操之过急了。Document Builder没有从多行获取数据并将其添加到PDF中的功能。我的装箱单上的每一件物品都在单独的一排。

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @MTGoodman

    我希望你一切安好!

    这里有一个可能的变通办法

    • 在同一或另一个工作表中合并同一行上的所有数据,然后将其用于Document Builder。

    那有用吗?

    我希望这能有所帮助!

    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?请通过以下方式支持社区将其标记为有见地/投票赞成或/和作为可接受的答案.这将使别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

    请随时联系我有关Smartsheet的帮助,集成,一般的工作流程建议,或其他完全的东西。

  • 我会试试的。


    谢谢你!

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @MTGoodman

    太好了!

    乐意帮忙!

    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?请通过以下方式支持社区将其标记为有见地/投票赞成或/和作为可接受的答案.这将使别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

    请随时联系我有关Smartsheet的帮助,集成,一般的工作流程建议,或其他完全的东西。

@UdemyUser<\/a> <\/p>

It worked for me. I'm currently logged into SmartSheet and have some of my work sheets open so it downloaded it and took me to the sheet right away. Make sure you're logged into your SmartSheet account and you won't get prompted to create an account.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-23 20:22:11","updateUser":{"userID":152793,"name":"UdemyUser","url":"https:\/\/community.smartsheet.com\/profile\/UdemyUser","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-23T20:18:15+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":[{"tagID":215,"urlcode":"Templates","name":"Templates"}]},{"discussionID":95843,"type":"question","name":"Formula for overall health using symbols","excerpt":"Hi All I am looking for a formula (or any other way) that would update my Overall Health column based on the status of my 5 status categories. Symbols I am using are: Green - Project is running on time scope and budget etc Yellow - 2 or more of the 5 categories are showing yellow Red - 2 or more of the 5 categories are…","categoryID":321,"dateInserted":"2022-09-23T13:35:42+00:00","dateUpdated":null,"dateLastComment":"2022-09-23T16:53:03+00:00","insertUserID":152363,"insertUser":{"userID":152363,"name":"Jeffrey McMillan","url":"https:\/\/community.smartsheet.com\/profile\/Jeffrey%20McMillan","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!8ilrN1Y1-7o!!LWjnrmFnXtG","dateLastActive":"2022-09-23T17:11:59+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":137711,"lastUser":{"userID":137711,"name":"SmartLew","title":"","url":"https:\/\/community.smartsheet.com\/profile\/SmartLew","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-24T10:21:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":42,"score":null,"hot":3327895125,"url":"https:\/\/community.smartsheet.com\/discussion\/95843\/formula-for-overall-health-using-symbols","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95843\/formula-for-overall-health-using-symbols","format":"Rich","lastPost":{"discussionID":95843,"commentID":344582,"name":"Re: Formula for overall health using symbols","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/344582#Comment_344582","dateInserted":"2022-09-23T16:53:03+00:00","insertUserID":137711,"insertUser":{"userID":137711,"name":"SmartLew","title":"","url":"https:\/\/community.smartsheet.com\/profile\/SmartLew","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-24T10:21:16+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":"2022-09-23T19:10:30+00:00","dateAnswered":"2022-09-23T16:19:49+00:00","acceptedAnswers":[{"commentID":344570,"body":"

ok- in your first post you said <\/p>

\"Yellow - 2 or more of the 5 categories are showing yellow\"<\/p>

but above you say if 2 or fewer are yellow then green. Should it be less than 2 yellow is green?<\/p>

See how this one works for you. Play around with the combos see if it works.<\/p>

=IF(COUNTIF([stakeholder health]@row:[resourcing health]@row, \"Blue\") = 5, \"Blue\", IF(COUNTIF([stakeholder health]@row:[resourcing health]@row, \"Red\") > 1, \"Red\", IF(COUNTIF([stakeholder health]@row:[resourcing health]@row, \"Yellow\") > 1, \"Yellow\", \"Green\")))<\/em><\/p>

Not sure how you want to represent different combos such as , 2 x blue, 1 x red, 1 x yellow, 1 x green? Currently this will show Green.<\/p>

Let me know!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-23 19:10:30","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":"2022-09-23T21:04:41+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":95815,"type":"question","name":"Automation Custom Recurrence - how is the \"Repeat On\" day defined?","excerpt":"Greetings, Does anyone know what is the reference point for the \"Repeat On\" day circled below in the Custom Recurrence section for Automation Triggers - is it referencing the day of the month or the number of days after the trigger initiates? The reason I ask is, I set this recurrence to start on 20 Sept. Originally, I set…","categoryID":321,"dateInserted":"2022-09-22T19:05:37+00:00","dateUpdated":null,"dateLastComment":"2022-09-23T19:09:43+00:00","insertUserID":136455,"insertUser":{"userID":136455,"name":"Russ Onkeles-Klein (RI\/GLOBAL)","url":"https:\/\/community.smartsheet.com\/profile\/Russ%20Onkeles-Klein%20%28RI%252fGLOBAL%29","photoUrl":"https:\/\/lh3.googleusercontent.com\/-XdUIqdMkCWA\/AAAAAAAAAAI\/AAAAAAAAAAA\/4252rscbv5M\/photo.jpg","dateLastActive":"2022-09-23T21:08:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":144835,"lastUser":{"userID":144835,"name":"Brandon R.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brandon%20R.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!kukr_7YOdjs!giMqJ5ZDO7s!rkxErLZ6yXj","dateLastActive":"2022-09-23T19:07:08+00:00","banned":0,"punished":0,"private":false,"label":"Employee"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":48,"score":null,"hot":3327836120,"url":"https:\/\/community.smartsheet.com\/discussion\/95815\/automation-custom-recurrence-how-is-the-repeat-on-day-defined","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95815\/automation-custom-recurrence-how-is-the-repeat-on-day-defined","format":"Rich","tagIDs":[334],"lastPost":{"discussionID":95815,"commentID":344622,"name":"Re: Automation Custom Recurrence - how is the \"Repeat On\" day defined?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/344622#Comment_344622","dateInserted":"2022-09-23T19:09:43+00:00","insertUserID":144835,"insertUser":{"userID":144835,"name":"Brandon R.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brandon%20R.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!kukr_7YOdjs!giMqJ5ZDO7s!rkxErLZ6yXj","dateLastActive":"2022-09-23T19:07:08+00:00","banned":0,"punished":0,"private":false,"label":"Employee"}},"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":"2022-09-23T19:04:17+00:00","dateAnswered":"2022-09-23T18:27:24+00:00","acceptedAnswers":[{"commentID":344614,"body":"

@Russ Onkeles-Klein (RI\/GLOBAL)<\/a> I know that each of us has our own way of building out workflows. This is actually something I am well versed in on the support side so I love setting these up for our customers.<\/p>

To quote your ask here, I'm going to try to break it down a little more for you.<\/p>

I'd like to confirm one thing related to your caveat comment, \"If there are no rows that will trigger prior to 10\/14 for example, on 10\/15 nothing will happen. For example, if there were no rows in my sheet that were checked between 9\/22 and 10\/14, then on 10\/15 nothing would run for this workflow.\" <\/em>Since your condition is for \"21 days or more\" to be checked, that means if for whatever reason it is not checked, whether through an automation or physical interaction, then the automation will not trigger? <\/p>

If there are no rows that will trigger prior to 10\/14 for example, on 10\/15 nothing will happen.<\/em><\/p>

This is correct. The reason being is that the workflow is looking for any changes that were made and saved between the first date of the range and the last date of the range. So in your case the first one would have been 9\/20 because it takes that date as day 1 when you first build it. Same thing happens when you make any adjustments. So it basically says to the sheet \"If you see any changes that were made between 9\/20 and 12\/22, I need you to send me those rows so I can process this request\").<\/p>

For example, if there were no rows in my sheet that were checked between 9\/22 and 10\/14, then on 10\/15 nothing would run for this workflow.\"<\/em><\/p>

This is also correct. Because the automation looks at what rows still match the condition at 11:59PM in this case would be 10\/14 into 10\/15. So let's say you check 10 lines between that time, save the changes but on 10\/14 you uncheck 5 of them. At 11:59PM it looks at all the rows on the sheet, and sees only 5 rows meet the condition required to process the request. So come 10\/15 when you get your email at 8am, it shows only 5 rows because again at midnight essentially anything marked when it runs gets sent out.<\/p>

Since your condition is for \"21 days or more\" to be checked, that means if for whatever reason it is not checked, whether through an automation or physical interaction, then the automation will not trigger?<\/em><\/p>

So mine is a little weird now looking at it again. Reason being is that in order for those rows to be sent to me, they have to have been marked prior to midnight. <\/p>

The first month essentially would have been 9\/20 - 10\/14 any rows that were marked then and stayed marked as of midnight would have been sent to me. On 10\/15 the workflow begins again for the next month. But because I don't have another condition in there to limit just the new rows (another checkbox that would say something like completed) this will send me all the rows that were over 21 days.<\/p>

If I wanted to automate the process even further though, I could have something that says if date is more than n days uncheck that box. This would ensure that only rows that match each month get sent over because we have an automation that says \"date is n days past today, uncheck and don't count in the workflow\"<\/p>

One final question regarding the \"Repeat on Day\" setting. I note there are only 28 days from which to choose. What happens if we want to trigger a workflow on the 29,30,31?<\/em><\/p>

The reason for this is because there are always 28 days in a month. You can set a start date for the automation to 29, 30 or 31, and then do something like what I have here where it's set to send out every 31 days. This would be calendar days so your receiving date will be different due to some months 28, some 30, some 31. BUT, this would be the closest I could get you to having it set to be received on a date past the 28th of the month.<\/p>

I know it's a lot of information to take in. We do have a bunch of articles on the Help and Learning page (https:\/\/help.smartsheet.com\/help<\/a>) if you want to take a look over those as well. They might also help fill in some blanks too if you have anything you're unsure on.<\/p>