自动化文档生成的工作流程?

约瑟夫外邦人
约瑟夫外邦人 ✭✭✭✭
在公式和函数

当提交新“表单”时，使用“文档生成”的最简单过程是什么?

有没有人有一个工作流，可以使这个过程自动化，而不需要“看门人”或在提交表单后手动生成行级文档?

示例—我们有一个需要签名的PDF表单，但我们希望使用Smartsheet收集信息，生成文档，然后将PDF通过电子邮件发送给提交表单的人，以便他们签名并上传签名版本。

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答案

帮助文章参考资料欧宝体育app官方888

在智能表中创建和编辑公式

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@Pamela Wagner<\/a> There's nothing in core Smartsheet. <\/p>

If you have a unique ID (like ticket number) that is in both sheets, you could use DataMesh if you have access to that or cross sheet formulas to pull in the data you want based on the matching unique ID.<\/p>

Otherwise, you'd have to use an Add-on. If you are interested in hearing about an add-on that can do this, send me a message at https:\/\/smartsheetguru.com\/contact<\/a><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":106845,"type":"question","name":"Count function","excerpt":"Hi I need help with a formula. I have a column that I want to count but only based on a values in a different column. I have tried the following formula but it's not working and I can't figure out what I am doing wrong. =countif([Test Script #]:[Test Script #], [Pass ?]:[Pass ?], <> \"N\/A\") The Test Script # column is the…","categoryID":322,"dateInserted":"2023-06-23T17:50:06+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T19:30:43+00:00","insertUserID":127983,"insertUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-23T19:29:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":127983,"lastUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-23T19:29:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":46,"score":null,"hot":3375096049,"url":"https:\/\/community.smartsheet.com\/discussion\/106845\/count-function","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106845\/count-function","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106845,"commentID":382093,"name":"Re: Count function","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382093#Comment_382093","dateInserted":"2023-06-23T19:30:43+00:00","insertUserID":127983,"insertUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-23T19:29:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T19:30:46+00:00","dateAnswered":"2023-06-23T19:28:59+00:00","acceptedAnswers":[{"commentID":382092,"body":"

@Carol-Anne Cerbone<\/a> <\/p>

How about this?<\/p>

=COUNT([Test Script #]:[Test Script #]) - COUNTIF([Pass?]:[Pass?], =\"N\/A\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106844,"type":"question","name":"Avg number of selections per condition","excerpt":"Hi there, I need some help. I'm trying to calculate the avg number of issues per condition in our master tracker. The issues are in a multi-value cell {Rev Rec Master Tracker Range 1} while the condition is a single-value cell in {Rev Rec Master Tracker Range 2} with values either as \"Backlog\" or \"Net New\". I'd like to…","categoryID":322,"dateInserted":"2023-06-23T17:36:11+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T18:36:10+00:00","insertUserID":162710,"insertUser":{"userID":162710,"name":"Leah Schmid","url":"https:\/\/community.smartsheet.com\/profile\/Leah%20Schmid","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtenj_SBCEO-5DL1Uq6fCj1Eudu-GWv5LWQWq-DX-A=s96-c","dateLastActive":"2023-06-23T19:56:32+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162710,"lastUser":{"userID":162710,"name":"Leah Schmid","url":"https:\/\/community.smartsheet.com\/profile\/Leah%20Schmid","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtenj_SBCEO-5DL1Uq6fCj1Eudu-GWv5LWQWq-DX-A=s96-c","dateLastActive":"2023-06-23T19:56:32+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":37,"score":null,"hot":3375089541,"url":"https:\/\/community.smartsheet.com\/discussion\/106844\/avg-number-of-selections-per-condition","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106844\/avg-number-of-selections-per-condition","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106844,"commentID":382062,"name":"Re: Avg number of selections per condition","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382062#Comment_382062","dateInserted":"2023-06-23T18:36:10+00:00","insertUserID":162710,"insertUser":{"userID":162710,"name":"Leah Schmid","url":"https:\/\/community.smartsheet.com\/profile\/Leah%20Schmid","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtenj_SBCEO-5DL1Uq6fCj1Eudu-GWv5LWQWq-DX-A=s96-c","dateLastActive":"2023-06-23T19:56:32+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T18:35:49+00:00","dateAnswered":"2023-06-23T18:26:57+00:00","acceptedAnswers":[{"commentID":382060,"body":"

So for \"Backlog\" you would want it to count 3 Action Plan Notes and then divide by 2 \"Backlog\" entries? If so, try this:<\/p>

=COUNTM(COLLECT({Action Plan Notes}, {RR Type}, @cell = \"Backlog\")) \/ COUNTIFS({RR Type}, @cell = \"Backlog\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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