票务解决方案的使用和构建表/表格

kfkfkfkf_343
kfkfkfkf_343 ✭
在内容基本知识

你好!我创建了一个表单来接收营销请求。许多字段是必需的，但也有许多字段不是，因为提交者在提出请求时没有获得所有必要的信息。因此，我以编辑的身份与所有用户共享了这个表格，以便他们可以提供额外的信息，因为他们获得了它，并创建了一个复选框列，称为“现在提供的所有信息”。当选中该框时，将自动锁定该行。禁止提交者更改他们提供的信息。

问题1:当你读到上面的场景时，是否有一种替代的Smartsheet设置能更好地完成我想要完成的任务?

因此，编辑器可以在后端访问表单，所有提交者都可以访问彼此提交的内容，并且可能无意中更改了错误的行。所以我想我应该为每个提交者做一份表格。然后创建一个总结表，把所有的东西都复制给所有的提交者。

问题2:在这种情况下，换页是双向的吗?意思是，如果在其中一页中进行了更改，是否会在两页中都反映出来?包括评论和附件?因为我希望提交者与他们的个人表格进行交流，但我的部门会与总结表格进行交流，因为有太多的个人表格需要监控和组织。

任何帮助将不胜感激。如果有人知道如何更好地设置我需要的其他实例，我洗耳恭听!!

标签:

答案

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    如果用户在联系人类型列中输入他们的电子邮件地址，您可以生成一个基于“当前用户”的报告，这样当用户访问报告时，他们只能看到他们提交的表单。

    thinkspi.com

  • kfkfkfkf_343
    kfkfkfkf_343 ✭

    你好，保罗，感谢你的快速回复。你的意思是，不是与提交者共享后端表，我将创建自定义报告为每个用户和共享，而不是?因为报告和表格是双向的，所以他们可以在报告上工作，我的部门可以在表格上工作?

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    您只需要创建一个报告。有一个选项可以在联系人类型列上筛选报告。将筛选器设置为“当前用户”将根据登录的用户自动调整显示的行。

    thinkspi.com

  • kfkfkfkf_343
    kfkfkfkf_343 ✭

    嗨,保罗,


    对当前用户的价值是什么?我必须在这里输入一个值。如果我输入自己的电子邮件地址，当我登录到表格时，什么也没有显示。另外，这是否意味着每个提交者每次想查看自己的数据时都要在报告中设置这个过滤器?


    image.png


  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨@kfkfkfkf_343

    我希望你平安无事!

    这就是它应该如何寻找您的联系人列之一。

    image.png

    工作/帮助吗?

    我希望这对你有帮助!

    注意安全，祝你度过美好的一周!

    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?请支持社区通过将其标记为有洞察力/投票支持或/和作为公认的答案．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

    https://workbold.com/

    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

    如果您需要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。

  • kfkfkfkf_343
    kfkfkfkf_343 ✭

    嗨，安德里，我是泰。我模拟过这个。然后我让另一个用户测试它。我将该报告与设置了编辑器权限的当前用户联系人筛选器共享。Tester能够看到正确的数据，但是不能修改报告中的任何单元格，直到我将后端表作为编辑与她共享。只有这样她才能修改报告。但这违背了我想要达到的目的，或者说，我想要避免的目的。我不想让她看到所有人提交的主表格。如果这份报告必须以编辑的身份与她共享，那么我不能阻止她在其中工作，除非她是编辑，否则报告不会让她编辑。我遗漏了什么吗?

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @kfkfkfkf_343

    太好了!

    乐意帮助!

    你有哪个Smartsheet计划?如果你有企业级或更高级别的应用，你可以使用高级应用WorkApps。

    这是一个选项吗?

    Smartsheet专家顾问和合作伙伴

    https://workbold.com/

    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

    如果您需要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。

  • kfkfkfkf_343
    kfkfkfkf_343 ✭

    不，我有商业计划。

  • kfkfkfkf_343
    kfkfkfkf_343 ✭

    @Andree Stara＆@Paul新来的

    我模拟过这个。然后我让另一个用户测试它。我将该报告与设置了编辑器权限的当前用户联系人筛选器共享。Tester能够看到正确的数据，但是不能修改报告中的任何单元格，直到我将后端表作为编辑与她共享。只有这样她才能修改报告。但这违背了我想要达到的目的，或者说，我想要避免的目的。我不想让她看到所有人提交的主表格。如果这份报告必须以编辑的身份与她共享，那么我不能阻止她在其中工作，除非她是编辑，否则报告不会让她编辑。我遗漏了什么吗?

类别

Hi @Kaleb Riley<\/a><\/p>

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

Have you checked the zoom level?<\/p>

You could also test log out\/in and test another browser.<\/p>

Did that work\/help? <\/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":"2022-09-02 11:57:16","updateUser":{"userID":143030,"name":"Kaleb Riley","url":"https:\/\/community.smartsheet.com\/profile\/Kaleb%20Riley","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-02T12:05:03+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":219,"urlcode":"Sheets","name":"Sheets"}]},{"discussionID":94966,"type":"question","name":"If I deactivate a licensed user, does their license return to the pool of available licenses?","excerpt":"I am the System Admin on an Enterprise plan. If I deactivate a licensed user, does their license return to the pool of available licenses? It still shows them as licensed in User Management, and I can't make any changes to the user without reactivating them.","categoryID":321,"dateInserted":"2022-09-01T15:41:39+00:00","dateUpdated":null,"dateLastComment":"2022-09-01T16:55:21+00:00","insertUserID":86866,"insertUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-01T16:53:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":86866,"lastUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-01T16:53:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":41,"score":null,"hot":3324099420,"url":"https:\/\/community.smartsheet.com\/discussion\/94966\/if-i-deactivate-a-licensed-user-does-their-license-return-to-the-pool-of-available-licenses","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/94966\/if-i-deactivate-a-licensed-user-does-their-license-return-to-the-pool-of-available-licenses","format":"Rich","lastPost":{"discussionID":94966,"commentID":342070,"name":"Re: If I deactivate a licensed user, does their license return to the pool of available licenses?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/342070#Comment_342070","dateInserted":"2022-09-01T16:55:21+00:00","insertUserID":86866,"insertUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-01T16:53:04+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":"2022-09-01T16:53:29+00:00","dateAnswered":"2022-09-01T16:06:31+00:00","acceptedAnswers":[{"commentID":342056,"body":"

Yes, the user you deactivate will no longer have access to the account, but you will not have to transfer ownership of their items and their license will become available again. You have to be careful though, if you reassign that license that user comes back needing one then you will have to make an executive decision on who gets one and who doesn't.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-01 16:53:29","updateUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-01T16:53:04+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":94961,"type":"question","name":"How can I use Smartsheet to create Surveys?","excerpt":"I need to get some feedback from a customer group and I want to use Smartsheet to conduct a survey. Has anyone done this?","categoryID":321,"dateInserted":"2022-09-01T14:50:51+00:00","dateUpdated":"2022-09-01T14:52:00+00:00","dateLastComment":"2022-09-01T16:00:37+00:00","insertUserID":151981,"insertUser":{"userID":151981,"name":"GMay","url":"https:\/\/community.smartsheet.com\/profile\/GMay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-03T19:13:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":151981,"lastUserID":151981,"lastUser":{"userID":151981,"name":"GMay","url":"https:\/\/community.smartsheet.com\/profile\/GMay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-03T19:13:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3324093088,"url":"https:\/\/community.smartsheet.com\/discussion\/94961\/how-can-i-use-smartsheet-to-create-surveys","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/94961\/how-can-i-use-smartsheet-to-create-surveys","format":"Rich","lastPost":{"discussionID":94961,"commentID":342055,"name":"Re: How can I use Smartsheet to create Surveys?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/342055#Comment_342055","dateInserted":"2022-09-01T16:00:37+00:00","insertUserID":151981,"insertUser":{"userID":151981,"name":"GMay","url":"https:\/\/community.smartsheet.com\/profile\/GMay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-03T19:13:28+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":"2022-09-01T15:58:15+00:00","dateAnswered":"2022-09-01T15:27:24+00:00","acceptedAnswers":[{"commentID":342048,"body":"

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

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

You could use a form with the questions or the Update Request feature.<\/p>

Would any of those options work\/help? <\/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":"2022-09-01 15:58:15","updateUser":{"userID":151981,"name":"GMay","url":"https:\/\/community.smartsheet.com\/profile\/GMay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-03T19:13:28+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":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">