自动化周报
答案
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吉纳维芙P。 员工管理
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谢谢吉纳维芙。
我也想问一下,这个周报是否也可以自动导出到word文档?
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吉纳维芙P。 员工管理
嗨Meghana,
如果您是多用户计划的授权用户,则可以在工作空间中安排每周备份工作表。然后会给你发邮件excel每周更新文件的版本,可以吗?更多细节请点击这里:https://help.smartsheet.com/articles/506499-back-up-your-data#toc-schedule-weekly-recurring-backups
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@Genevieve P我有一个类似的问题:
我有9个工程师填写各自的提交日志,然后每个项目经理从这9张表中得到一份报告,由项目经理过滤。我想每周将报告本身发送给PM,或者至少发送报告的链接。
PDF选项不太好,因为它是一个静态文档,我希望PM更改报告中的日期。
是否可以每周自动发送到报告本身的链接?
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吉纳维芙P。 员工管理
如果您每周定期将“以附件形式发送”的报告设置为PDF格式,但是在自定义消息部分包含了报告的URL,要求他们通过单击该链接进行更改,会怎么样呢?
通过这种方式,他们将首先看到静态信息,然后自动通过电子邮件将链接发送到实际的实时数据以进行编辑。
这对你合适吗?
欢呼,
吉纳维芙
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是的!那将是完美的!谢谢:)
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吉纳维芙P。 员工管理
没问题!我很高兴能帮上忙。
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类别
Solution: I typed the name of the target sheet and clicked searched and then it appears. I am now able to create the config. It is odd that the workspace is not in the list and I have to type it in and hit search.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-05 12:23:57","updateUser":{"userID":117642,"name":"Lori Hight","url":"https:\/\/community.smartsheet.com\/profile\/Lori%20Hight","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-05T12:25:17+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":381,"urlcode":"DataMesh","name":"DataMesh"}]},{"discussionID":96188,"type":"question","name":"Restricting Access to Linked Attachments?","excerpt":"In a sheet that I created and shared with other users, does every user have access to be able to open\/view attachments linked to some rows if the user I shared the sheet with doesn't have access to the document in the original application (ie, Dropbox)? If so, is there a way to restrict access to the sheet attachments for…","categoryID":321,"dateInserted":"2022-10-03T22:34:41+00:00","dateUpdated":null,"dateLastComment":"2022-10-04T15:51:58+00:00","insertUserID":153133,"insertUser":{"userID":153133,"name":"JenD","url":"https:\/\/community.smartsheet.com\/profile\/JenD","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu00e2rd68VrFXpmkgvORzkzow-hlV8i0KVl6zCs=s96-c","dateLastActive":"2022-10-04T19:38:13+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"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\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2022-10-05T12:45:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":24,"score":null,"hot":3329736999,"url":"https:\/\/community.smartsheet.com\/discussion\/96188\/restricting-access-to-linked-attachments","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/96188\/restricting-access-to-linked-attachments","format":"Rich","tagIDs":[268,281,319],"lastPost":{"discussionID":96188,"commentID":345901,"name":"Re: Restricting Access to Linked Attachments?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/345901#Comment_345901","dateInserted":"2022-10-04T15:51:58+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\/drupal_profile\/files\/pictures\/f4\/d4\/nf4d40b307033e1c1fd4cfe2ab2c10220.jpg","dateLastActive":"2022-10-05T12:45:14+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":"2022-10-04T16:12:23+00:00","dateAnswered":"2022-10-04T10:16:33+00:00","acceptedAnswers":[{"commentID":345828,"body":"
Hi @JenD<\/a> <\/p> I hope you're well and safe!<\/p> If you're using a 3rd-party service like Dropbox, they would have the same access as it's set in Dropbox.<\/p> Would that work? <\/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>