条件格式或表单格式上的限制

LJK
LJK
编辑05/19/22 内容基本知识

背景信息:员工必须输入数据并使用唯一标识符,并且有命名约定。

我想对Smartsheet Form使用条件格式或限制某种格式,以最大限度地减少数据清理工作。

有什么变通办法吗?

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最佳答案

  • 迈克电视
    迈克电视 ✭✭✭✭✭
    ✓回答

    @LJK

    我不认为表单不能用公式显示单元格。只是下拉字段的选择和文本输入字段。

    动态视图允许你在有人输入东西后引用一些东西。比如选择一个产品,保存后可以加载可用的数ob欧宝娱乐app手机下载量等,这是一个公式。

    这是一个很长的唯一标识符格式。我不确定你会如何自动生成它,除非你收集在工作表或其他工作表上生成唯一标识符的变量。要么你必须信任你的员工输入正确的唯一标识符,然后手动纠正错误,要么你必须从他们那里收集数据,这样你就可以用一个公式来构建它,这意味着他们需要填写更多的下拉列表。

答案

  • 迈克电视
    迈克电视 ✭✭✭✭✭

    @LJK

    您可以结合使用系统生成的数字列和带有嵌套IF语句的公式来自动拼凑惟一标识符。您是否有示例说明您的命名约定是如何工作的?您是否可以从团队成员输入的数据中收集到任何信息,以帮助确定使用哪种命名约定格式?

  • @Mike电视

    谢谢你这么快给我回电话。是的,我也是这么想的。然而,我担心人们将不得不经历几个下拉列表,这可能会使整个过程变得漫长。工人们在一个生产环境中,有一台Ipad作为ob欧宝娱乐app手机下载设备。


    image.png


  • 表单中有搜索功能吗?

  • 迈克电视
    迈克电视 ✭✭✭✭✭
    ✓回答

    @LJK

    我不认为表单不能用公式显示单元格。只是下拉字段的选择和文本输入字段。

    动态视图允许你在有人输入东西后引用一些东西。比如选择一个产品,保存后可以加载可用的数ob欧宝娱乐app手机下载量等,这是一个公式。

    这是一个很长的唯一标识符格式。我不确定你会如何自动生成它,除非你收集在工作表或其他工作表上生成唯一标识符的变量。要么你必须信任你的员工输入正确的唯一标识符,然后手动纠正错误,要么你必须从他们那里收集数据,这样你就可以用一个公式来构建它,这意味着他们需要填写更多的下拉列表。

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭
    编辑05/20/22

    @LJK

    我希望你一切安好!

    再加上迈克的绝妙建议/答案。

    你能举个例子说明你需要清理什么吗?

    乍一看,在表单中使用四个下拉列并将其与form Logic特性结合起来似乎非常简单。

    我希望这对你有所帮助!

    注意安全,周末愉快!

    最好的

    她名叫Stara工作流顾问/ CEO @工作大胆

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@Sarah123<\/a> Make a helper column that's a locked column formula that looks at both your approval column and your project size. and use that as your approval column in the blueprint. <\/p>

soemthing like<\/p>

if(approval@row=1,if(projectsize@row=\"large\", \"Large\", if(projectsize@row = \"medium\", \"Medium\"......, \"Not Approved\"))))<\/p>

Does the concept make sense? Then in your blueprint the approval will be the helper column and the approval for each blueprint will be small, medium.. etc. for the respective blueprint. The helper column will only show small medium or large if it is also approved.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-01-06 18:31:55","updateUser":{"userID":149834,"name":"Sarah123","url":"https:\/\/community.smartsheet.com\/profile\/Sarah123","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!pz9CadKbo_o!29DB_y7O5eQ!floqOYAlioC","dateLastActive":"2023-01-06T18:31:57+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":215,"urlcode":"Templates","name":"Templates"}]},{"discussionID":99320,"type":"question","name":"Document Builder Issue","excerpt":"Hello, How can I map the dropdown selections into the template builder? It doesn't show me that as an option. e.g., PHI has Yes and No in SS form but it doesn't show that in the doc builder, so I won't be able to map that into the PDF template. Any idea on how to overcome that?","categoryID":321,"dateInserted":"2023-01-05T19:46:00+00:00","dateUpdated":null,"dateLastComment":"2023-01-06T17:36:47+00:00","insertUserID":152547,"insertUser":{"userID":152547,"name":"maltaee","title":"","url":"https:\/\/community.smartsheet.com\/profile\/maltaee","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jKEmI3fEzHs!GlknHye32Ts!sXOmDxmK2Wo","dateLastActive":"2023-01-06T16:47:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":137019,"lastUser":{"userID":137019,"name":"Samuel Mueller","url":"https:\/\/community.smartsheet.com\/profile\/Samuel%20Mueller","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nyFtX9IZg_s!bg9u23J8Vns!cvOmTksk69r","dateLastActive":"2023-01-06T18:33:41+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":55,"score":null,"hot":3345978767,"url":"https:\/\/community.smartsheet.com\/discussion\/99320\/document-builder-issue","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/99320\/document-builder-issue","format":"Rich","tagIDs":[204,370],"lastPost":{"discussionID":99320,"commentID":356237,"name":"Re: Document Builder Issue","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/356237#Comment_356237","dateInserted":"2023-01-06T17:36:47+00:00","insertUserID":137019,"insertUser":{"userID":137019,"name":"Samuel Mueller","url":"https:\/\/community.smartsheet.com\/profile\/Samuel%20Mueller","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nyFtX9IZg_s!bg9u23J8Vns!cvOmTksk69r","dateLastActive":"2023-01-06T18:33:41+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\/00DZZ2MYBSFU\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-01-05T20:22:03+00:00","dateAnswered":"2023-01-05T20:18:03+00:00","acceptedAnswers":[{"commentID":356078,"body":"

@maltaee<\/a> Yes, you can only map one column to one field, you can not map options within a column. Since your question is split out to two fields you need two columns. <\/p>

You could change your form to combine the yes \/ no into one field instead and remove the text yes and no, and then if someone selects yes it will show yes, or someone selects no it would show no. But the way you currently have your form you would need two columns.<\/p>"},{"commentID":356201,"body":"

@maltaee<\/a> how does it show up on your sheet? Is the the name, or is it email?<\/p>

IF it's showing up on the sheet as a name and the mapping is turning it into an email, you may need a text\/number helper column to turn the contact into plain text.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-01-05 20:22:03","updateUser":{"userID":152547,"name":"maltaee","title":"","url":"https:\/\/community.smartsheet.com\/profile\/maltaee","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jKEmI3fEzHs!GlknHye32Ts!sXOmDxmK2Wo","dateLastActive":"2023-01-06T16:47:16+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":[{"tagID":204,"urlcode":"Forms","name":"Forms"},{"tagID":370,"urlcode":"document-builder","name":"Document Builder"}]},{"discussionID":99318,"type":"question","name":"User not account not showing up","excerpt":"Hi! I've got a weird issue. One of the people in the office mentioned they had an account on Smartsheet and just needed to be added to a new sheet being made. When I looked for her however in the user section I could not find her. I went ahead and made her new account assuming she might have been thinking of a different…","categoryID":321,"dateInserted":"2023-01-05T19:10:19+00:00","dateUpdated":"2023-01-06T09:46:05+00:00","dateLastComment":"2023-01-06T17:26:22+00:00","insertUserID":153351,"insertUser":{"userID":153351,"name":"Megan_Perry_Thibault","url":"https:\/\/community.smartsheet.com\/profile\/Megan_Perry_Thibault","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!WrnoX85eVrI!XPdr38YOBrI!EPuQzPSnyok","dateLastActive":"2023-01-06T17:24:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":153351,"lastUser":{"userID":153351,"name":"Megan_Perry_Thibault","url":"https:\/\/community.smartsheet.com\/profile\/Megan_Perry_Thibault","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!WrnoX85eVrI!XPdr38YOBrI!EPuQzPSnyok","dateLastActive":"2023-01-06T17:24:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":28,"score":null,"hot":3345973001,"url":"https:\/\/community.smartsheet.com\/discussion\/99318\/user-not-account-not-showing-up","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/99318\/user-not-account-not-showing-up","format":"Rich","lastPost":{"discussionID":99318,"commentID":356234,"name":"Re: User not account not showing up","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/356234#Comment_356234","dateInserted":"2023-01-06T17:26:22+00:00","insertUserID":153351,"insertUser":{"userID":153351,"name":"Megan_Perry_Thibault","url":"https:\/\/community.smartsheet.com\/profile\/Megan_Perry_Thibault","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!WrnoX85eVrI!XPdr38YOBrI!EPuQzPSnyok","dateLastActive":"2023-01-06T17:24:04+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\/PF9V3EBOBZN2\/2023-01-05-14h04-41.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"2023-01-05_14h04_41.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-01-06T17:25:06+00:00","dateAnswered":"2023-01-06T17:12:45+00:00","acceptedAnswers":[{"commentID":356231,"body":"

@Megan_Perry_Thibault<\/a> <\/p>

What you have run into is a situation where a user has a free account that is not technically in your Smartsheet organization, and therefore you cannot see it or administer it; you can only see it on Sheet Access reports and in the Share list on sheets she can access with it. You can see the new account because you created it as a system admin, and therefore it exists in your org. <\/p>

My org used to be this way. In User Management, I used to only be able to see licensed users, formerly licensed users, and users I had specifically added myself through User Management. <\/p>

When I implemented User Auto-Provisioning in Smartsheet for our domain, any users with our domain who create accounts are automatically added to our unlicensed user list. Users in our domain with existing accounts are provisioned into our org upon their next login. Now I can download login history for all users in our domain, licensed or not, no matter if they created their account or I did. I can update their profiles, add roles, etc. I also control what happens when a free user in our domain clicks the upgrade button: they get taken to my own Smartsheet license request form, which explains the criteria for being given a license, and which when submitted creates a ticket for me to address.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2023-01-06 17:25:06","updateUser":{"userID":153351,"name":"Megan_Perry_Thibault","url":"https:\/\/community.smartsheet.com\/profile\/Megan_Perry_Thibault","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!WrnoX85eVrI!XPdr38YOBrI!EPuQzPSnyok","dateLastActive":"2023-01-06T17:24:04+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":[]}">