自动化周报

你好,

我目前正在尝试自动化一个过程,但遇到了一些问题:我目前手动发送电子邮件,发送他们的前3个成就,上周的前3个问题等。

  • 我想把电子邮件的发送自动化。
  • 我希望保留历史数据,但不希望每个星期都有多个列。

有没有一种方法,我可以自动收集每个团队成员的信息&一个新的表格创建为那一周。

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答案

  • 吉纳维芙P。
    吉纳维芙P。 员工管理
    编辑06/17/20

    嗨Meghana,

    发送一个更新请求?(在这里看到的。

    你可以设置你的表格有8列:3列记录成就,3列记录问题,1列日期修改的日期系统列)和1联系人列。

    您可以发送一个工作流一周一次作为导火索发给联系人栏中的人。

    然后你可以有第二个工作流副本在它们被更新后结束(在这里看到的)。这意味着您要将历史数据保存在一个单独的表中,一个备份或存档表,但是您每周都会从通过Update Request填写的表单中接收新内容。

    当前工作表将只保留最近输入的数据。

    屏幕截图2020-06-17在7.51.12 PM.png


    下面是一个更新请求的例子:

    屏幕截图2020-06-17在7.49.06 PM.png


    更新请求很好,因为有日志这样您就可以看到用户是否已经填写了请求。

    让我知道这是否对你有用!

    欢呼,

    吉纳维芙

  • 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?

  • 吉纳维芙P。
    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

  • @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?

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    @Andrew1983

    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?

    界面截图21005-28 PM.png

    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。

    界面截图21005-28下午2.28.00

    这对你合适吗?

    欢呼,

    吉纳维芙

  • 是的!那将是完美的!谢谢:)

  • 吉纳维芙P。
    吉纳维芙P。 员工管理

    没问题!我很高兴能帮上忙。

That didn't work but I just figured it out!<\/p>

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>

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>"},{"commentID":345901,"body":"

@JenD<\/a> <\/p>

Happy to help!<\/p>

Yes, exactly!<\/p>

Remember! <\/strong>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":"2022-10-04 16:12:04","updateUser":{"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":"✭"}}},"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":268,"urlcode":"Attachments","name":"Attachments"},{"tagID":281,"urlcode":"Support","name":"Support"},{"tagID":319,"urlcode":"functionality","name":"functionality"}]},{"discussionID":96162,"type":"question","name":"Value from Report Not Showing in Dynamic View Logic Builder","excerpt":"I have a symbol column to track training status and would like to set up Dynamic view with logic to prompt users to provide more information when Red status is selected. The column values are not showing up in the Logic when the source is a report. Is anyone experiencing this and\/or any suggestions? I've tried the…","categoryID":343,"dateInserted":"2022-10-03T17:15:22+00:00","dateUpdated":null,"dateLastComment":"2022-10-04T16:05:47+00:00","insertUserID":129838,"insertUser":{"userID":129838,"name":"Angie Lee","url":"https:\/\/community.smartsheet.com\/profile\/Angie%20Lee","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-04T16:04:38+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":129838,"lastUser":{"userID":129838,"name":"Angie Lee","url":"https:\/\/community.smartsheet.com\/profile\/Angie%20Lee","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-04T16:04:38+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":23,"score":null,"hot":3329718069,"url":"https:\/\/community.smartsheet.com\/discussion\/96162\/value-from-report-not-showing-in-dynamic-view-logic-builder","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/96162\/value-from-report-not-showing-in-dynamic-view-logic-builder","format":"Rich","lastPost":{"discussionID":96162,"commentID":345912,"name":"Re: Value from Report Not Showing in Dynamic View Logic Builder","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/345912#Comment_345912","dateInserted":"2022-10-04T16:05:47+00:00","insertUserID":129838,"insertUser":{"userID":129838,"name":"Angie Lee","url":"https:\/\/community.smartsheet.com\/profile\/Angie%20Lee","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-04T16:04:38+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/CG5TYWCD0AVP\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-10-04T16:05:53+00:00","dateAnswered":"2022-10-03T21:47:51+00:00","acceptedAnswers":[{"commentID":345777,"body":"

@Angie Lee<\/a> <\/p>

It looks to work for me. I created a sheet with symbols. Then created a 2nd sheet with symbols. Then created a report from both sheets. Then I created a DV from the report. I was able to create logic based on the symbol choices. Try this exercise yourself. You'll see it works.<\/p>

This leads me to believe that one of the sheets you've got servicing the report has a value that is outside of the choices.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-10-04 16:05:53","updateUser":{"userID":129838,"name":"Angie Lee","url":"https:\/\/community.smartsheet.com\/profile\/Angie%20Lee","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-10-04T16:04:38+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">