列过滤器

你好,所有人

我经营一家住宅建筑公司,几乎所有业务都是通过Smartsheet进行的。

这导致了我们的“标准住宅”模板现在包含105列!

其中大部分用于计算和自动化,并且仅在创建新项目时用于特定流程。

我已经创建了一个设置新作业的指令列表,这需要只显示某些列,目前我们正在隐藏未使用的列。这样做的问题是,当你想再次看到一个列时,你必须“取消隐藏所有列”,然后再次隐藏它们。

理想情况下,我喜欢一个“列过滤器”,它可以让我预先设置工作视图。

我知道报告看起来像答案,但它们受到限制,不允许添加一行,而且条件格式不会立即更新,这使得它们不太直观。


有人对我如何解决这个问题有什么想法/建议吗?

答案

  • 弗兰克·法尔科
    弗兰克·法尔科 ✭✭✭✭✭✭
    编辑05/19/22


    ✅我的帖子是否帮助回答了你的问题或解决了你的问题?请帮助社区将其标记为已接受的答案/有帮助。这将使其他人更容易找到解决方案或帮助回答!

  • 卡梅伦圣诞
    卡梅伦圣诞 ✭✭✭✭✭

    下午好,感谢您的回复


    我昨天确实看了一个动态视图研讨会,但它似乎只是一份美化的报告。这也要求我们升级到下一个计划级别,这将大大增加授权成本。

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭
    编辑05/19/22

    @Cameron圣诞

    我希望你一切安好!

    好主意!这将是对Smartsheet功能的一个很好的补充。

    有时间请提交增强请求


    再加上弗兰克的绝妙建议/回答。

    这里有一个或多个可行的解决方案

    • 除了必须在主页上的信息外,将这张纸分成多张。


    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

    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

    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

    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。

  • 卡梅伦圣诞
    卡梅伦圣诞 ✭✭✭✭✭

    谢谢你,安德烈

    所有数据都与某些行相关,如果您从时间轴中删除一个项目(例如:浴室没有浴室)。

    删除浴池将:

    从商家报价列表中删除浴缸

    从管道规格报告中删除浴室细节

    从项目费用预测中删除浴缸的费用。

    删除浴和所有升级选项从我已经创建的应用程序

    从配件订购单中删除浴缸

    删除水管工和建筑工人安装浴缸的预约


    如果我要把这些项目分成几张表,我就需要不断地在这些表中寻找断开的链接,这将是耗时的,而且很可能会错过。


    现在,我将尝试用颜色突出显示这些列,这样它们更容易一眼识别出来

  • 迈克电视
    迈克电视 ✭✭✭✭✭

    我也有有很多隐藏列的表。我喜欢喜欢搜索一个列的能力,如果它是隐藏的,当它被搜索和找到时,它就会变得不隐藏。在你全部取消隐藏后,试图记住要再次隐藏哪些列是如此痛苦。

@Ryan Sides<\/a> Thanks for asking. No, I don't have anything like that as a pre-built solution.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-01-27 19:20:14","updateUser":{"userID":157421,"name":"Niki B","url":"https:\/\/community.smartsheet.com\/profile\/Niki%20B","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-01-27T19:19:01+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":100252,"type":"question","name":"Need help with Form capabilities!","excerpt":"I am trying to create a temporary process for employees to submit time and expenses. There is a Entry Type Field that specifies which fields are displayed based on if it's a time or expense. For Time - I have logic set up that based on the date a new field will appear labeled as which day of the week corresponds to the…","categoryID":321,"dateInserted":"2023-01-26T21:17:21+00:00","dateUpdated":null,"dateLastComment":"2023-01-27T14:15:32+00:00","insertUserID":157151,"insertUser":{"userID":157151,"name":"AshleyDeichmueller","url":"https:\/\/community.smartsheet.com\/profile\/AshleyDeichmueller","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!yVdp8nPf8bs!Aj8oR9fpO_s!7MuMrhnDdUp","dateLastActive":"2023-01-27T18:48:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":157151,"lastUser":{"userID":157151,"name":"AshleyDeichmueller","url":"https:\/\/community.smartsheet.com\/profile\/AshleyDeichmueller","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!yVdp8nPf8bs!Aj8oR9fpO_s!7MuMrhnDdUp","dateLastActive":"2023-01-27T18:48:49+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":38,"score":null,"hot":3349597973,"url":"https:\/\/community.smartsheet.com\/discussion\/100252\/need-help-with-form-capabilities","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/100252\/need-help-with-form-capabilities","format":"Rich","tagIDs":[204,437],"lastPost":{"discussionID":100252,"commentID":359038,"name":"Re: Need help with Form capabilities!","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/359038#Comment_359038","dateInserted":"2023-01-27T14:15:32+00:00","insertUserID":157151,"insertUser":{"userID":157151,"name":"AshleyDeichmueller","url":"https:\/\/community.smartsheet.com\/profile\/AshleyDeichmueller","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!yVdp8nPf8bs!Aj8oR9fpO_s!7MuMrhnDdUp","dateLastActive":"2023-01-27T18:48:49+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/WTDBZKPYC3JQ\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-01-27T15:23:48+00:00","dateAnswered":"2023-01-26T21:31:23+00:00","acceptedAnswers":[{"commentID":358902,"body":"

Hey @AshleyDeichmueller<\/a> <\/p>

That's a tough one. You can't combine field logic. So You can't say when X and Y then show field.<\/p>

You could create 2 separate Date fields and only have 1 relevant to your Hours. Then on your sheet create a third date field that you use as your \"true\" date that gets it's date from either of the other 2 fields.<\/p>

Does that help?<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-01-27 15:23:49","updateUser":{"userID":157151,"name":"AshleyDeichmueller","url":"https:\/\/community.smartsheet.com\/profile\/AshleyDeichmueller","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!yVdp8nPf8bs!Aj8oR9fpO_s!7MuMrhnDdUp","dateLastActive":"2023-01-27T18:48:49+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":204,"urlcode":"Forms","name":"Forms"},{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]},{"discussionID":100173,"type":"question","name":"Document Builder - Generated Document to pdf. or word file","excerpt":"Hello Smartsheet Community, My team and I have identified Document Builder as an applicable tool to use for how we write up Standard Operating Procedures. We have built out a form that captures the high-level information, which then runs an automation using the submission data to generate a template for the author to then…","categoryID":321,"dateInserted":"2023-01-25T20:47:11+00:00","dateUpdated":"2023-01-26T12:08:09+00:00","dateLastComment":"2023-01-27T23:50:48+00:00","insertUserID":150547,"insertUser":{"userID":150547,"name":"blee","title":"","url":"https:\/\/community.smartsheet.com\/profile\/blee","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!muvZn73tVv0!hCda4cGc6Ds!245C1ZBvQW1","dateLastActive":"2023-01-27T23:51:11+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"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\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-01-30T11:49:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":41,"score":null,"hot":3349544879,"url":"https:\/\/community.smartsheet.com\/discussion\/100173\/document-builder-generated-document-to-pdf-or-word-file","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/100173\/document-builder-generated-document-to-pdf-or-word-file","format":"Rich","tagIDs":[204,334,370],"lastPost":{"discussionID":100173,"commentID":359164,"name":"Re: Document Builder - Generated Document to pdf. or word file","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/359164#Comment_359164","dateInserted":"2023-01-27T23:50:48+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\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-01-30T11:49:44+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":"2023-01-27T20:07:21+00:00","dateAnswered":"2023-01-27T11:55:48+00:00","acceptedAnswers":[{"commentID":359009,"body":"

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

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

As far as I know, it's never been possible to download anything as a word file, but that would be an excellent addition to Smarsheet features.<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/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":"2023-01-27 20:07:21","updateUser":{"userID":150547,"name":"blee","title":"","url":"https:\/\/community.smartsheet.com\/profile\/blee","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!muvZn73tVv0!hCda4cGc6Ds!245C1ZBvQW1","dateLastActive":"2023-01-27T23:51:11+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":204,"urlcode":"Forms","name":"Forms"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":370,"urlcode":"document-builder","name":"Document Builder"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">