为编辑/工作流共享行
你好,
我有一个智能表,是一个“不良事件登记册”。在填写表格时,该人员将勾选该不良事件是“安全”,“财产”还是“健康和安全”事件。
H&S和Estates团队都拥有智能表格许可证,并且可以访问整个表格中的所有信息。安全团队没有任何智能表许可证,因为这些不良事件(每年大约10-20次)是他们使用智能表的唯一原因。
我们设置了一个工作流,当一行与他们相关时提醒他们——行被发送给他们,他们可以添加评论。我们希望他们能够实际编辑行中的文本,而不是只是将注释附加到行作为一个整体。是否有可能让他们访问编辑行,而不让他们访问整个智能表?
另外,我们一直在考虑建立一个工作流,将与安全团队相关的行复制到安全团队指定的Adverse Events注册表中;然而:
A)他们是否能够在没有许可的情况下访问和编辑这种类型的智能表?
b)如果他们可以访问和编辑此安全特定的智能表,是否有一个工作流程或公式使在此安全不良事件登记册上所做的任何编辑自动显示在原始主不良事件登记册上?
答案
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她名叫Stara ✭✭✭✭✭✭
我希望你一切安好!
- 要编辑,他们不需要许可证。安全团队是否可以访问工作表,或者他们是否必须只能看到自己的行?
- 你有哪个Smartsheet计划?
我希望这对你有帮助!
注意安全,周末愉快!
最好的
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智能表专家顾问兼合伙人
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她名叫Stara ✭✭✭✭✭✭
好的。
有几个选择。
- 使用更新请求
- 复制/移动信息到他们的工作表
- 高级应用程序,动态视图
这些选项会有用吗?
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这里的主要优先事项是,无论发生什么,都需要是自动的(就像工作流一样);我的印象是更新请求必须手动发送(如果我错了请纠正我?)
我认为复制/移动信息到他们自己的工作表目前看起来是我们最好的选择,但只有当他们在工作表上输入的任何信息被复制回母表上的相应行时,这才会真正起作用。是否有一个工作流程或自动化,这样我们就不必进入并手动复制他们所有的编辑到母表?
谢谢!
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她名叫Stara ✭✭✭✭✭✭
不,您可以设置自动更新请求,以触发复发或特定情况发生时。
如果可行的话,这将是我的建议。
复制行过程也可以工作,但是如果它们更新的时间与您填写/更新的时间相同,则需要添加多个辅助列来显示Security团队输入/更改的内容。如果它们总是只更改字段,那就简单多了,但我建议开始探索选项一是否可行。
有意义吗?
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请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。
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我已经尝试了更新请求自动化,但这似乎只允许他们访问一行一次,然后它不能被重新访问。理想情况下,我们希望他们能够根据需要进行多次更新;因此,第二页似乎工作得很好。但是,我不确定如何设置两个sheet之间的通信。这些行将主要由安全团队负责,因此不需要区分谁更新了什么——只要信息不重复就行。
你知道一种方法可以将输入到复制行智能表中的信息共享到主智能表的对应行吗?
类别
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You can send notifications to any valid email address. If you're planning to send alerts or reminders with a link to the sheet, the user will not be able to click the link and access it if they do not have a Smartsheet account and not shared to the sheet.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":106377,"type":"question","name":"Data Shuttle connection to Sharepoint disconnects randomally","excerpt":"I have a recurring Data Shuttle process and randomly it'll stop running. Upon inspection, I'll see the connection between Sharepoint and Data Shuttle has been disconnected and I'm forced to authenticate again. Has anyone experienced this or know if there's any documentation about this?","categoryID":343,"dateInserted":"2023-06-13T15:20:03+00:00","dateUpdated":null,"dateLastComment":"2023-06-18T12:58:54+00:00","insertUserID":162327,"insertUser":{"userID":162327,"name":"SmartSheetUser201","url":"https:\/\/community.smartsheet.com\/profile\/SmartSheetUser201","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-13T15:20:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161820,"lastUser":{"userID":161820,"name":"Hamza1","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Hamza1","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-18T13:07:06+00:00","banned":0,"punished":0,"private":false,"label":"Moderator"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":36,"score":null,"hot":3373763337,"url":"https:\/\/community.smartsheet.com\/discussion\/106377\/data-shuttle-connection-to-sharepoint-disconnects-randomally","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106377\/data-shuttle-connection-to-sharepoint-disconnects-randomally","format":"Rich","tagIDs":[334],"lastPost":{"discussionID":106377,"commentID":381099,"name":"Re: Data Shuttle connection to Sharepoint disconnects randomally","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381099#Comment_381099","dateInserted":"2023-06-18T12:58:54+00:00","insertUserID":161820,"insertUser":{"userID":161820,"name":"Hamza1","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Hamza1","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-18T13:07:06+00:00","banned":0,"punished":0,"private":false,"label":"Moderator"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-18T13:03:23+00:00","dateAnswered":"2023-06-18T12:58:54+00:00","acceptedAnswers":[{"commentID":381099,"body":"
@SmartSheetUser201<\/a> <\/p> If the behaviour occurs randomly or its intermittent, please submit a ticket to the Support team through the customer support portal<\/a> providing the following information:<\/p> You may also want to run through the initial troubleshooting steps in this article<\/a> to see if it helps:<\/p> Thanks,<\/p> Hamza<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":106482,"type":"question","name":"Smartsheet Bridge","excerpt":"Hi, I'm on Enterprise Plan and I'm trying to use Bridge but cannot log in to it. I actually had to dig the login link from the forums because I could not find it anywhere else, and when I try to sign in using my Smartsheet account it says \"Unable to log in with Smartsheet credentials at this time, try using Bridge…","categoryID":321,"dateInserted":"2023-06-15T08:35:55+00:00","dateUpdated":"2023-06-15T08:38:14+00:00","dateLastComment":"2023-06-16T08:51:39+00:00","insertUserID":149908,"insertUser":{"userID":149908,"name":"orad","url":"https:\/\/community.smartsheet.com\/profile\/orad","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pDFQaXDtqPs!u9_Rl3ztpP0!b22gvzMblTD","dateLastActive":"2023-06-18T01:37:53+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":149908,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","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":"2023-06-19T00:32:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":45,"score":null,"hot":3373725454,"url":"https:\/\/community.smartsheet.com\/discussion\/106482\/smartsheet-bridge","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106482\/smartsheet-bridge","format":"Rich","tagIDs":[369,448],"lastPost":{"discussionID":106482,"commentID":380976,"name":"Re: Smartsheet Bridge","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380976#Comment_380976","dateInserted":"2023-06-16T08:51:39+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","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":"2023-06-19T00:32:50+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":"2023-06-16T04:53:08+00:00","dateAnswered":"2023-06-15T09:36:11+00:00","acceptedAnswers":[{"commentID":380710,"body":" Hi @orad<\/a> <\/p> I hope you're well and safe!<\/p> Bridge is a Premium Add-on\/app that needs to be acquired separately. It's not included with the Enterprise license.<\/p> Here's a possible workaround or workarounds <\/strong><\/p> I recently developed an SMS solution for a client using 3rd-party services, Zapier and Twilio.<\/p> Is that an option?<\/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>. 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