票务解决方案的使用和建立表格

你好!我已经创建了一个表单来接收营销请求。许多字段是必需的,但许多不是,因为提交者在提出请求时不会拥有所有必要的信息。因此,我以编辑的身份与所有用户共享了这张表,这样他们就可以在获取信息时提供额外的信息,并创建了一个名为“现在提供的所有信息”的复选框列。选中该框后,将自动锁定该行。不允许提交者更改他们提供的信息。

问题1:当你读到上面的场景时,是否有另一种智能表的设置会让你尖叫,这将是一个更好的设计来完成我想要完成的任务?

因此,使用后端访问表作为编辑器,所有提交者都可以访问彼此的提交,并且可能无意中更改错误的行。所以我想我应该给每个提交者做一张表格。然后创建一个汇总表,为所有的提交者复制所有的东西。

问题2:在这种情况下,表的变化是双向的吗?意思是,如果在任何一张纸上做了改变,它会在两张纸上都反映出来吗?包括评论和附件吗?因为我希望提交者使用他们的个人表格进行交流/工作,但我的部门将使用摘要表格进行交流/工作,因为有太多的个人表格需要监控和组织。

这里的任何帮助都会很感激。如果有人知道如何更好地设置我需要的其他实例,我洗耳恭听!!

标签:

答案

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    如果用户在联系人类型列中输入他们的电子邮件地址,则可以生成基于“当前用户”的报告,以便人们在访问报告时只看到他们提交的表单。

    thinkspi.com

  • 嗨,保罗,谢谢你的快速回复。您的意思是说,与其与提交者共享后端表,不如为每个用户创建自定义报告并共享它?因为报告和表格是双向的,他们可以在报告中工作而我的部门可以在表格中工作?

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    您只需要创建一个报告。有一个选项可以筛选联系人类型列上的报告。将过滤器设置为“当前用户”将根据登录用户自动调整显示的行。

    thinkspi.com

  • 嗨,保罗,


    对当前用户的价值是什么?我必须在这里输入一个值。如果我输入自己的电子邮件地址,当我登录到工作表时,什么也没有显示。另外,这是否意味着每个提交者在每次想要查看数据时都要在报告中设置此过滤器?


    image.png


  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @kfkfkfkf_343

    我希望你一切安好!

    这是您的一个联系人列的外观。

    image.png

    那有用吗?

    我希望这对你有帮助!

    注意安全,祝你度过美好的一周!

    最好的

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    我的帖子是否帮助或回答了你的问题或解决了你的问题?请支持社区将其标记为有洞察力/投票赞成或/和作为公认的答案。这将使其他人更容易找到解决方案或帮助回答!

    智能表专家顾问兼合伙人

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。

  • 嗨,安德鲁,谢谢你。我模拟了这个。然后我让另一个用户测试它。我与设置了编辑权限的当前用户联系人过滤器共享了该报告。Tester能够看到正确的数据,但不能修改报告中的任何单元格,直到我将后端工作表作为编辑器与她共享。只有这样她才能修改报告。但这违背了我想要达到的目的,或者更确切地说,是要避免。我不想让她看到所有人提交的主表格。如果表格必须以编辑的身份与她共享,那么我就不能阻止她在其中工作,除非她是编辑,否则报告不会让她编辑。我错过什么了吗?

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @kfkfkfkf_343

    太好了!

    很乐意帮忙!

    你有哪个Smartsheet计划?如果你有企业版或更高版本,你可以使用高级应用程序WorkApps。

    这是一种选择吗?

    智能表专家顾问兼合伙人

    她名叫Stara|工作流程顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。

  • 不,我有商业计划。

  • @Andree Stara&@Paul新来的

    我模拟了这个。然后我让另一个用户测试它。我与设置了编辑权限的当前用户联系人过滤器共享了该报告。Tester能够看到正确的数据,但不能修改报告中的任何单元格,直到我将后端工作表作为编辑器与她共享。只有这样她才能修改报告。但这违背了我想要达到的目的,或者更确切地说,是要避免。我不想让她看到所有人提交的主表格。如果表格必须以编辑的身份与她共享,那么我就不能阻止她在其中工作,除非她是编辑,否则报告不会让她编辑。我错过什么了吗?

That is only for grouping. If you are not grouping, there should be a small link if you scroll all the way to the bottom of the report to go to the next page.<\/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":265,"urlcode":"Reports","name":"Reports"}]},{"discussionID":106777,"type":"question","name":"Struggling with Notification Preferences","excerpt":"I have a user with the following configuration: Two automations are defined: 1 - Trigger: When rows are changed. Alert Someone - Send to Specific People (contacts provided) 2 - Trigger: When rows are added or changed. Alert Someone- Send to Specific People (contacts provided) There is no problem with the notifications…","categoryID":321,"dateInserted":"2023-06-22T15:42:37+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T16:18:18+00:00","insertUserID":137494,"insertUser":{"userID":137494,"name":"LWright","title":"","url":"https:\/\/community.smartsheet.com\/profile\/LWright","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nCDGV1TJ8PEJV.png","dateLastActive":"2023-06-23T16:17:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":137494,"lastUser":{"userID":137494,"name":"LWright","title":"","url":"https:\/\/community.smartsheet.com\/profile\/LWright","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nCDGV1TJ8PEJV.png","dateLastActive":"2023-06-23T16:17:39+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":45,"score":null,"hot":3374989855,"url":"https:\/\/community.smartsheet.com\/discussion\/106777\/struggling-with-notification-preferences","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106777\/struggling-with-notification-preferences","format":"Rich","lastPost":{"discussionID":106777,"commentID":382017,"name":"Re: Struggling with Notification Preferences","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382017#Comment_382017","dateInserted":"2023-06-23T16:18:18+00:00","insertUserID":137494,"insertUser":{"userID":137494,"name":"LWright","title":"","url":"https:\/\/community.smartsheet.com\/profile\/LWright","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nCDGV1TJ8PEJV.png","dateLastActive":"2023-06-23T16:17:39+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\/EC5H22Y159GM\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T16:17:38+00:00","dateAnswered":"2023-06-23T15:46:21+00:00","acceptedAnswers":[{"commentID":382008,"body":"

Hey @LWright<\/a> <\/p>

Yes, this looks to be unexpected, as your workflow should count as a \"sheet change\" and not a sharing invitation. <\/p>

Please submit your ticket to Support through the Support Portal <\/a>with the following information:<\/p>