项目进度基线-重新基线时是否保留历史记录?
最好的答案
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她名叫Stara ✭✭✭✭✭✭
我希望你一切安好!
为了补充吉纳维芙的优秀建议/答案。
这里有一个或多个可行的解决方案
- 一种想法是将工作流与记录日期操作结合使用,或者类似于记录任何更改的时间。
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
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吉纳维芙P。 员工管理
好主意,@Andree Stara!
0
答案
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吉纳维芙P。 员工管理
可以右键单击单元格查看细胞的历史.这将显示基线是否在任何时候被重置:
如果它们的cell历史记录是灰色的,这意味着没有要报告的历史记录或数据。
如果您是业务或企业计划中工作表的管理员或所有者,还可以查看活动日志以跟踪单元格的任何大批量更改。看到的:查看对Smartsheet项的更改
欢呼,
吉纳维芙
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Carolynh ✭
谢谢你!@Genevieve P。!我知道手机记录,但不知道活动日志。我认为我们试图找到一种方法,让一个报告自动运行,以显示基线是否发生了变化,但我们可能必须使用PowerBI来让它成为一个自动化的报告,因此我们可以积极主动地查看那些重新制定了计划基线的人。谢谢你的帮助!
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她名叫Stara ✭✭✭✭✭✭
我希望你一切安好!
为了补充吉纳维芙的优秀建议/答案。
这里有一个或多个可行的解决方案
- 一种想法是将工作流与记录日期操作结合使用,或者类似于记录任何更改的时间。
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
✅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
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。
1 -
吉纳维芙P。 员工管理
好主意,@Andree Stara!
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Carolynh ✭
喜欢这个想法,@Andree Stara! !这可能会更好,因为我不需要手动监控细胞历史记录。我试试。谢谢你的帮助!
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她名叫Stara ✭✭✭✭✭✭
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!
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\"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":"2022-09-23T19:17:22+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":"2022-09-23T19:17:26+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":35,"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>