联系人列表列自动化
嘿
我有两个列“管理支持”和“项目经理”在我的模板表之一,我正忙着创建。这是一个模板表,将在许多项目中使用,我需要它很容易为任何人在我们的大型团队使用表。对于整个项目,这两个列将具有相同的管理支持人员和项目经理,因此将被隐藏以节省空间。
这两列用于许多自动化工作流(警报/批准请求等),因此我需要这两列来预设模板中的工作流。我想知道是否有可能在工作表中添加新行后自动填充这两列。列必须是联系人列表列,以便工作流工作。
问候,
Jana英国人
评论
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baddams ✭✭✭✭
我只有在使用表单添加数据时才能够做到这一点。公式将自动填充,但值不会。不幸的是,你不能在联系人栏里放公式。
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(电子邮件保护) ✭
是的,这是我对公式的问题,即使我之前填充它,自动日期列也会自动安全,一旦我在该行中放入联系人,该行就会创建日期。
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保罗新来的 ✭✭✭✭✭✭
类别
@Frank B.<\/a> If the folders are in the same Workspace that the sheets currently reside, there will for sure be no impact.<\/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":371,"urlcode":"WorkApps","name":"WorkApps"},{"tagID":443,"urlcode":"dynamic-view","name":"Dynamic View"}]},{"discussionID":106272,"type":"question","name":"Automation to send past due notifications to members","excerpt":"Hi All! I hope someone can help me create a (functioning!) automation. I need Smarsheets to send a daily notification to task owners, if the task is marked past due. Currently, I have been able to create an automation that will alert owners when a task becomes past due; however, this is a one-time notification. I've…","categoryID":321,"dateInserted":"2023-06-09T14:40:21+00:00","dateUpdated":"2023-06-09T14:48:10+00:00","dateLastComment":"2023-06-09T15:01:14+00:00","insertUserID":162249,"insertUser":{"userID":162249,"name":"blake_smith_b","title":"Accountant - Financial Reporting","url":"https:\/\/community.smartsheet.com\/profile\/blake_smith_b","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-09T15:10:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":142964,"lastUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-06-09T16:08:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":14,"score":null,"hot":3372645095,"url":"https:\/\/community.smartsheet.com\/discussion\/106272\/automation-to-send-past-due-notifications-to-members","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106272\/automation-to-send-past-due-notifications-to-members","format":"Rich","tagIDs":[334,510],"lastPost":{"discussionID":106272,"commentID":379850,"name":"Re: Automation to send past due notifications to members","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/379850#Comment_379850","dateInserted":"2023-06-09T15:01:14+00:00","insertUserID":142964,"insertUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-06-09T16:08:12+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\/XJX8FMEG7M9C\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-09T15:12:48+00:00","dateAnswered":"2023-06-09T15:01:14+00:00","acceptedAnswers":[{"commentID":379850,"body":"
In the Trigger section, select \"When a date is reached\",<\/p>
Then select \"Custom\" for when to run the automation, and select \"Repeat Every\" and choose 1 Day.<\/p>
Then select your Conditions. For yours, you can say \"Where Past Due?\", and select \"is one of\", then choose \"Past Due\"<\/p>
Example below.<\/p>