多点临床研究
答案
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胡里奥。 主持人嗨@Rafa，
根据你的解释，听起来你想在创建不同项目时保持一致性，然后将所有不同项目的信息合并到一个文档中。正如您所建议的，对于Smartsheet核心功能，最好的方法是创建特定的模板(或者使用我们现有的解决方案中心-“项目管理处例如，模板集可以根据您的需求调整-)，用于每个项目类型，然后用户可以下载并在提供新项目时使用。
然后，您可以将不同的项目信息汇总为单个项目行报告和/或创建一个指示板这将包含不同的项目信息。
或者，如果您的公司要创建的项目数量太大，或者您想在组织中自动化项目配置过程，Smartsheet也可以使用控制中心这是一个额外的插件，可能会对这项任务很有帮助。
我希望这可以为项目配置和现有模板的使用提供一些有用的见解。
干杯!
胡里奥
0
类别
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":43,"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":50,"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>
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