将标准文档添加到工作表中的所有通知中

我们希望能够自动向客户发送电子邮件通知,但电子邮件中包含的信息需要包含一个标准文档。除了将相同的文档附加到表格的每一行并以这种方式添加之外,还有其他更有效的方法吗?这是多页的文本,所以它不能进入通知消息的主体,限制在2000字,并且在任何情况下,最好以pdf格式发送。


谢谢!

答案

  • 嗨,杰奎琳,

    我目前的做法是将文档上传到adobe云中,并创建一个可共享的文档链接。然后我复制并粘贴该链接到邮件中,以便他们可以通过这种方式访问它。我们对多个文档进行了处理,没有遇到任何问题。

Hi @Karen Bruer<\/a>,<\/p>

Neither from the dashboard view, nor from viewing the report directly can you hide or remove the column names.<\/p>

Looks like your report is on a dashboard. In that case, you can only remove the widget title. <\/p>

In reports you can change the Primary column name, but that's about it.<\/p>

All the best,<\/p>

-Ray<\/p>"},{"commentID":352300,"body":"

Thanks @Ray Lindstrom<\/a><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-11-25 15:50:10","updateUser":{"userID":128842,"name":"Karen Bruer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Karen%20Bruer","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5MPAuTrWZX4!elHDp9qhGX4!HMSKFvshvfI","dateLastActive":"2022-11-25T15:55:46+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":98122,"type":"question","name":"Dashboard unwanted white space","excerpt":"In my dashboard I've created a number of Metrics Widgets from a series of columns in my sheet, and the widget has a wide blank section after the metrics. How do I delete this?","categoryID":321,"dateInserted":"2022-11-24T19:44:10+00:00","dateUpdated":null,"dateLastComment":"2022-11-24T22:38:31+00:00","insertUserID":128842,"insertUser":{"userID":128842,"name":"Karen Bruer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Karen%20Bruer","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5MPAuTrWZX4!elHDp9qhGX4!HMSKFvshvfI","dateLastActive":"2022-11-25T15:55:46+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":142964,"lastUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/LBB70FV9GP52\/nY1AJCGUNDHDC.jpg","dateLastActive":"2022-11-28T05:25:36+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":34,"score":null,"hot":3338649161,"url":"https:\/\/community.smartsheet.com\/discussion\/98122\/dashboard-unwanted-white-space","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98122\/dashboard-unwanted-white-space","format":"Rich","lastPost":{"discussionID":98122,"commentID":352250,"name":"Re: Dashboard unwanted white space","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/352250#Comment_352250","dateInserted":"2022-11-24T22:38:31+00:00","insertUserID":142964,"insertUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/LBB70FV9GP52\/nY1AJCGUNDHDC.jpg","dateLastActive":"2022-11-28T05:25:36+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\/YHMJW8Y7TOAD\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-11-24T23:03:53+00:00","dateAnswered":"2022-11-24T22:38:31+00:00","acceptedAnswers":[{"commentID":352250,"body":"

Hi @Karen Bruer<\/a>,<\/p>

Click and drag this blue box to the left until the widget is only as wide as you need to display what is there.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

Hope this is what you were looking to do.<\/p>

All the best,<\/p>

-Ray<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-11-24 23:03:53","updateUser":{"userID":128842,"name":"Karen Bruer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Karen%20Bruer","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5MPAuTrWZX4!elHDp9qhGX4!HMSKFvshvfI","dateLastActive":"2022-11-25T15:55:46+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":98098,"type":"question","name":"What am I doing wrong in this IF formula?","excerpt":"I need the total score % reflected in the column, unless the score for Q3 is 0. =IF(Q3 Score = 0, 0, {=SUM([Q1 Score]@row:[Q10 score]@row)}) What am I missing?","categoryID":321,"dateInserted":"2022-11-23T19:58:17+00:00","dateUpdated":null,"dateLastComment":"2022-11-23T20:14:12+00:00","insertUserID":155289,"insertUser":{"userID":155289,"name":"Nickit","url":"https:\/\/community.smartsheet.com\/profile\/Nickit","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-23T21:06:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":127476,"lastUser":{"userID":127476,"name":"Leibel Shuchat","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Leibel%20Shuchat","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-24T16:20:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":41,"score":null,"hot":3338468549,"url":"https:\/\/community.smartsheet.com\/discussion\/98098\/what-am-i-doing-wrong-in-this-if-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/98098\/what-am-i-doing-wrong-in-this-if-formula","format":"Rich","lastPost":{"discussionID":98098,"commentID":352148,"name":"Re: What am I doing wrong in this IF formula?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/352148#Comment_352148","dateInserted":"2022-11-23T20:14:12+00:00","insertUserID":127476,"insertUser":{"userID":127476,"name":"Leibel Shuchat","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Leibel%20Shuchat","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-24T16:20:16+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":"2022-11-23T21:08:55+00:00","dateAnswered":"2022-11-23T20:14:12+00:00","acceptedAnswers":[{"commentID":352148,"body":"

@Nickit<\/a> <\/p>

=IF([Q3 Score]@row = 0, 0, SUM([Q1 Score]@row:[Q10 score]@row))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-11-23 21:08:55","updateUser":{"userID":155289,"name":"Nickit","url":"https:\/\/community.smartsheet.com\/profile\/Nickit","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-23T21:06:56+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":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">