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。
答案
-
吉纳维芙P。 员工管理 -
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。 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。 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
-
是的!那将是完美的!谢谢:)
-
吉纳维芙P。 员工管理
没问题!我很高兴能帮上忙。
类别
Thank you for the quick reply kirstie858<\/strong><\/a>!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-12-06 04:04:01","updateUser":{"userID":155650,"name":"vponis","url":"https:\/\/community.smartsheet.com\/profile\/vponis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu123eObw5fLQtcthrpqsoWY319L3hmQyAsPTpm6=s96-c","dateLastActive":"2022-12-06T04:02:48+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":[]},{"discussionID":98392,"type":"question","name":"Summary Formula Result in new Formula","excerpt":"I am generating multiple results in a Summary Sheet. I would like to use these results in a new formula within the same Summary, is this possible? SS_Result1 SS_Result2 new formula =sum([SS-Result1]-[SS-Result2]) otherwise I have to combine the formulas within each against themselves, kinda tedious","categoryID":321,"dateInserted":"2022-12-04T20:14:28+00:00","dateUpdated":null,"dateLastComment":"2022-12-05T14:48:26+00:00","insertUserID":154303,"insertUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":154303,"lastUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":20,"score":null,"hot":3340437774,"url":"https:\/\/community.smartsheet.com\/discussion\/98392\/summary-formula-result-in-new-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98392\/summary-formula-result-in-new-formula","format":"Rich","lastPost":{"discussionID":98392,"commentID":353136,"name":"Re: Summary Formula Result in new Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/353136#Comment_353136","dateInserted":"2022-12-05T14:48:26+00:00","insertUserID":154303,"insertUser":{"userID":154303,"name":"SkiPatrolScott","url":"https:\/\/community.smartsheet.com\/profile\/SkiPatrolScott","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-12-05T17:39:25+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":"2022-12-05T14:48:17+00:00","dateAnswered":"2022-12-04T23:22:27+00:00","acceptedAnswers":[{"commentID":353095,"body":"
Hey @SkiPatrolScott<\/a> <\/p> Yes, you can use an existing summary field in another summary field within the same sheet. You can either click into the formula field of the existing formula to add to new formula, or type out the field name. Summary fields use a # in place of a row indicator. Using your example from above:<\/p>
