表单和报表之间的关联

johnjrmot
johnjrmot
编辑08/11/22 内容基本知识

下午好,

我试图在表单中创建一个函数,该函数允许表单用户轻松地查看回头客以前的Notes。

目前:

所有客户都有一个“笔记”作为其表单的一部分输入。

我在表单上添加了一个复选框,询问“这是回头客吗?”选中后,将设置逻辑以显示一个链接,该链接将在新窗口中打开一个报告,该报告仅显示表单表中的Customer Name、Data Input Date和Note字段。

我希望能够按客户名称筛选该报告,以便仅查看与该特定重复客户相关的Notes。

是否有一种方法可以在表单、工作表和报告之间安排这一点,不允许表单用户访问由表单提交填写的原始数据表?

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答案

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    不幸的是,没有办法完全实现你所寻找的。随意浏览Ideas主题,看看是否有人已经提交了这个想法。如果他们有,那么你可以投赞成票。如果他们没有,那么你可以自己提交,让其他人对它进行投票。

    thinkspi.com

You will have to get an admin of Teams to allow the Smartsheet for Teams app in the admin console of Teams.<\/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":106358,"type":"question","name":"Remove Reply in Smartsheet Button from Comment Notification","excerpt":"Hello, I use the Comments of the Sheet to communicate with other people regarding the Requests we have in the Sheet. The comment notification that is sent automatically when a user has mentioned another user in a comment is very useful. However, I would like to remove the \"Reply in Smartsheet\" button that is shown at the…","categoryID":321,"dateInserted":"2023-06-13T10:55:28+00:00","dateUpdated":"2023-06-13T10:55:37+00:00","dateLastComment":"2023-06-15T12:45:57+00:00","insertUserID":160277,"insertUser":{"userID":160277,"name":"moraki","url":"https:\/\/community.smartsheet.com\/profile\/moraki","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-15T11:23:42+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-15T13:05:40+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":36,"score":null,"hot":3373489285,"url":"https:\/\/community.smartsheet.com\/discussion\/106358\/remove-reply-in-smartsheet-button-from-comment-notification","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106358\/remove-reply-in-smartsheet-button-from-comment-notification","format":"Rich","tagIDs":[219,441,510],"lastPost":{"discussionID":106358,"commentID":380749,"name":"Re: Remove Reply in Smartsheet Button from Comment Notification","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380749#Comment_380749","dateInserted":"2023-06-15T12:45:57+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-15T13:05:40+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"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\/YS8LARGCN51D\/comment.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"comment.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-14T12:27:37+00:00","dateAnswered":"2023-06-14T12:14:50+00:00","acceptedAnswers":[{"commentID":380442,"body":"

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

There currently isn't a way to remove the Reply button or the reply-to email function for @mentions in Smartsheet. (Here's the Help Article on this functionality: Using @mentions in comments<\/a>)<\/p>

Please submit your feature request to the Product team by creating an Idea Post<\/strong> in the Smartsheet Product Feedback and Ideas topic<\/a> here in the Community. This will allow other users to vote on your enhancement idea!<\/p>

Cheers,<\/p>

Genevieve<\/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":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":441,"urlcode":"comments-and-conversations","name":"Comments and Conversations"},{"tagID":510,"urlcode":"email-notifications","name":"Email Notifications"}]},{"discussionID":106398,"type":"question","name":"Is there a way to send a multiple-row update request that allows multiple (as-you-go) submissions?","excerpt":"New user and new to the community. Trying to figure out if there's a way to send a multiple-row update request that allows the requestee to submit one row update at a time, save along the way, and\/or use the update request link multiple times vs. the requestee having to provide every row update before clicking submit.…","categoryID":321,"dateInserted":"2023-06-13T20:49:40+00:00","dateUpdated":null,"dateLastComment":"2023-06-14T15:59:53+00:00","insertUserID":162342,"insertUser":{"userID":162342,"name":"mgreenwalt","title":"coordinator","url":"https:\/\/community.smartsheet.com\/profile\/mgreenwalt","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T15:22:47+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"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":"2023-06-15T12:54:47+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":39,"score":null,"hot":3373449573,"url":"https:\/\/community.smartsheet.com\/discussion\/106398\/is-there-a-way-to-send-a-multiple-row-update-request-that-allows-multiple-as-you-go-submissions","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106398\/is-there-a-way-to-send-a-multiple-row-update-request-that-allows-multiple-as-you-go-submissions","format":"Rich","tagIDs":[446],"lastPost":{"discussionID":106398,"commentID":380525,"name":"Re: Is there a way to send a multiple-row update request that allows multiple (as-you-go) submissions?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380525#Comment_380525","dateInserted":"2023-06-14T15:59:53+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":"2023-06-15T12:54:47+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":"2023-06-14T15:22:45+00:00","dateAnswered":"2023-06-13T22:19:44+00:00","acceptedAnswers":[{"commentID":380402,"body":"

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

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

Here's a possible workaround or workarounds <\/strong><\/p>