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回复:任务警报

本W
编辑12/09/19 2017年归档岗位

我想使用智能表提醒电子邮件我每天的任务到期和未完成。然而,尽管它有正确的设置,它们并不总是每天都通过

为此,我使用一个表单添加新的任务,然后包括以下列在我的表,所以;

  • 活动到期的日期列(添加后的日期)
  • 一个公式列,执行Today-date列(我这样做是为了让这一列每天都在变化,我认为这是需要提示警报,当它是0或负数时检测)
  • 一个已完成的复选框列,以便完成的项目不包括在每天的警报中。

有人做过类似的事情吗-我已经包括了警报如下图-我的问题是,有些日子它通过,但其他日子它没有,这造成了问题。

提前感谢你的帮助。

内容alert.png

评论

  • 对于您期望收到电子邮件的行:您是否检查了这些行以确保该行符合上述标准?我觉得你的配方有点不对劲。您是否可以使用“到期日期”为“过去”的警告条件,而不是依赖于列中的公式?(或者“今天”,取决于你想要的结果。)

  • 史蒂夫·L
    史蒂夫·L ✭✭✭✭✭✭
    编辑08/10/17

    如果您有一个基于Today()计算日期的公式,我相信在公式重新计算之前必须打开表。

    我通常使用“提醒”而不是“通知”。我将用复选框列、到期日期(日期)和提醒(日期)配置工作表。我为提醒日期列使用了一个公式,例如“=IF(Checkbox1,”,Due1)”。您可以锁定提醒列,因为这是一个不需要手动更改的公式。

    在设置提醒时,而不是通知,您可以单击“on”选项来运行提醒,比如在到期日期后3天。

    我通常在remind列计算中更进一步,在公式中或基于对另一个单元格的引用设置提醒的日期。例如,我将提醒日期值设置为“=IF(Checkbox1,”,(Due1-3))”,并将提醒本身设置为在提醒日期(Due1-3天)上运行。这样做可以让我调整提醒日期,而不必改变提醒本身。

    最后,我通常用“IFERROR”包装这类公式,以防计算中出现任何问题:

    = IFERROR(如果(Complete1”、“(Due1-3)), " ")

    Capture1.JPG

    Capture2.JPG

    Capture3.JPG

  • CanadaJim
    编辑08/16/17

    我还建议删除“添加或更新”条件。即使它没有被更新,您可能仍然想报告它是否过期。

    吉姆

  • j·克雷格·威廉姆斯
    j·克雷格·威廉姆斯 ✭✭✭✭✭
    编辑09/17/17

    我认为CanadaJim指出了这个问题。如果该行没有更改,则不会发送Notification。它也不会发送一个人作出改变,除非特别配置这样做(在您的个人设置|设置|通信首选项)

    最后,您提到了TODAY()公式。当没有太多的表需要这个功能时,我使用Zapier强制刷新。更多信息请参见我的文章。

    http://ronin-global.com/2017/03/15/forcing-today-refresh-in-smartsheet/

    更新:2017-0917 -我的解决方案有了轻微的改变,文章更新了,以反映新的方法。

    克雷格

  • 为什么不在仪表板上使用包含RYG列的报告,以便在错过日期时显示Red ?这将从您选择包含的任何工作表中收集数据,并且在您查看仪表板的任何时候都可以轻松地在屏幕上访问。您只需要将RYG列添加到您的工作表中,并将其合并到报告中。看起来就像下图一样,但带有红色状态指示器。

    红色任务报告。png

  • 如果您不想构建仪表板,您可以选择在每天的特定时间将报告通过电子邮件发送给自己。

这次讨论已经结束了。
You will need to substitute each space with %20 so when you are adding the Primary Column value use,<\/p>
=SUBSTITUTE([Primary Column]@row, \" \", \"%20\")\n<\/pre>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-03 11:16:07","updateUser":{"userID":152031,"name":"austinov","url":"https:\/\/community.smartsheet.com\/profile\/austinov","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-03T11:16:11+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":95022,"type":"question","name":"Determine if form submissions are missing","excerpt":"Hi there. We have 16 geographically dispersed service locations who perform time of service collections and bank deposits. Our finance team needs to capture and reconcile these collections & deposits on a daily basis. I have created a form to collect time of service collection information from each location, and I'm trying…","categoryID":322,"dateInserted":"2022-09-02T17:59:05+00:00","dateUpdated":null,"dateLastComment":"2022-09-02T20:41:55+00:00","insertUserID":99446,"insertUser":{"userID":99446,"name":"JS_NCHC","url":"https:\/\/community.smartsheet.com\/profile\/JS_NCHC","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-02T22:15:46+00:00","banned":0,"punished":0,"private":false,"label":""},"updateUserID":null,"lastUserID":99446,"lastUser":{"userID":99446,"name":"JS_NCHC","url":"https:\/\/community.smartsheet.com\/profile\/JS_NCHC","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-02T22:15:46+00:00","banned":0,"punished":0,"private":false,"label":""},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":21,"score":null,"hot":3324293460,"url":"https:\/\/community.smartsheet.com\/discussion\/95022\/determine-if-form-submissions-are-missing","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95022\/determine-if-form-submissions-are-missing","format":"Rich","lastPost":{"discussionID":95022,"commentID":342319,"name":"Re: Determine if form submissions are missing","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/342319#Comment_342319","dateInserted":"2022-09-02T20:41:55+00:00","insertUserID":99446,"insertUser":{"userID":99446,"name":"JS_NCHC","url":"https:\/\/community.smartsheet.com\/profile\/JS_NCHC","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-02T22:15:46+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":"2022-09-02T20:46:38+00:00","dateAnswered":"2022-09-02T20:41:55+00:00","acceptedAnswers":[{"commentID":342319,"body":"

Hi again. I figured out the core formula I needed, so I thought I'd update my post in case others have similar questions in the future.<\/p>

Form for submission is part of \"Daily Collections\" sheet, and SITE NAME is the site submitting the form. I created an Audit sheet with a list of SITE NAME's, and look to the Daily Collections sheet to determine if at least one submission matches with SITE NAME, resulting in \"Y\" or \"N\".<\/p>

=IF(COUNTIF({Daily Collections SITE NAME}, =SITE NAME@row) > 0, \"Y\", \"N\")<\/p>

Thanks! 😁<\/span><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-02 20:46:38","updateUser":{"userID":99446,"name":"JS_NCHC","url":"https:\/\/community.smartsheet.com\/profile\/JS_NCHC","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-02T22:15:46+00:00","banned":0,"punished":0,"private":false,"label":""}}},"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":95016,"type":"question","name":"Countifs with multiple sheet references and CONTAINS","excerpt":"Hi! I am struggling with how to build the correct formula to provide the result of the following scenario: I am using the Smartsheet \"Fruit Sheet\" to create a formula in the Smartsheet \"Orchard\" Search \"Fruit Sheet\" for any \"Apples\" that may be \"Red\" in the \"Summer\" The sheet has several fruits and several apples. The…","categoryID":322,"dateInserted":"2022-09-02T14:58:09+00:00","dateUpdated":"2022-09-02T15:08:46+00:00","dateLastComment":"2022-09-02T15:55:50+00:00","insertUserID":152024,"insertUser":{"userID":152024,"name":"MoyaC","url":"https:\/\/community.smartsheet.com\/profile\/MoyaC","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-02T15:56:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":152024,"lastUser":{"userID":152024,"name":"MoyaC","url":"https:\/\/community.smartsheet.com\/profile\/MoyaC","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-02T15:56:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":30,"score":null,"hot":3324266039,"url":"https:\/\/community.smartsheet.com\/discussion\/95016\/countifs-with-multiple-sheet-references-and-contains","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95016\/countifs-with-multiple-sheet-references-and-contains","format":"Rich","lastPost":{"discussionID":95016,"commentID":342299,"name":"Re: Countifs with multiple sheet references and CONTAINS","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/342299#Comment_342299","dateInserted":"2022-09-02T15:55:50+00:00","insertUserID":152024,"insertUser":{"userID":152024,"name":"MoyaC","url":"https:\/\/community.smartsheet.com\/profile\/MoyaC","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-02T15:56:00+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":"2022-09-02T15:55:57+00:00","dateAnswered":"2022-09-02T15:46:55+00:00","acceptedAnswers":[{"commentID":342297,"body":"

@MoyaC<\/a> <\/p>

The below should work for you:<\/p>

=COUNTIFS({FRUIT_SHEET_FruitType}, \"Apple\", {FRUIT_SHEET_Color}, has(@cell,\"Red\")<\/strong>, {FRUIT_SHEET_Season}, \"Summer\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-02 15:55:57","updateUser":{"userID":152024,"name":"MoyaC","url":"https:\/\/community.smartsheet.com\/profile\/MoyaC","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-02T15:56:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"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":[]}],"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">