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级联形式

层叠表单数据集是Smartsheet缺少的功能之一,我相信它将改变许多替代提供商的游戏规则。级联表单是一种非常有效的技术,可用于压缩表单数据和限制选项,以便缩小工作流范围或收集更准确的数据。

最近可能使用过级联表单。例如,在选择国家之后,将显示一个国家列表。这证明了级联表单的有效性。

例如,如果我有一个标题为动物类型使用以下选项:

  • 土地
  • 飞行

我希望能够包含有条件的选择。如果我的回答是“水,”我希望能够在下面的下拉菜单中加载一系列以下选项的字段标题动物种类:

  • 鲸鱼
  • 海豚

但是,如果我选择陆地

  • 鼠标

等。因此,当表单最终提交时,动物物种是海豚。用当前的方法做这件事是非常混乱的,并且很难正确地管理级联数据集。

许多替代服务,如DocuSign、ProntoForms、Office 365 Excel Forms、AirTable等,允许您指向一个工作表(CSV、Excel工作表或在线电子表格),以便创建一个级联表,自动形成被映射的表单数据字段。

这可以完成两个高度要求的功能:

  1. 允许下拉值映射到另一个工作表的列,以便允许动态更新。(这就是dduupdate所做的,仅在这个论坛上就有超过500个关于它的帖子)。
  2. 允许高级级联功能,允许Smartsheet(希望是离线表单)在该领域竞争。

我们不得不让利润丰厚的石油公司等远离Smartsheet,仅仅是因为大量表格上的级联数据难以有效管理。

St Nicholas Burrus博士DHA, PMP

我为美国政府、州政府和十多家美国财富100强企业制作智能表格。

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