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在表单上输入时,Webform名称与联系人列表不匹配

当使用web表单和提交者输入他们的名字时,如果他们的名字已经在联系人中,那么它与联系人的名字不匹配。因此,最终得到的新名称条目与联系人列中已有的名称相同。它们之间有联系吗?

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评论

  • 嗨,Mark - web表单没有办法查看您的联系人或链接输入的名称到您的工作表中的智能表用户。最好的选择是在提交表单后在表单中修改名称。

  • 斯蒂芬妮·泰勒
    斯蒂芬妮·泰勒 ✭✭✭✭✭✭

    你能在网页表单中预先填充名字吗?这样,它们就会与您的联系人列表相匹配。还是有太多不同的人在使用你的网页表单?

  • 特拉维斯
    特拉维斯 员工
    编辑04/30/15

    Stephanie -您可以用单个值预填充联系人列表字段,但这将作为文本输入,而不是作为联系人(就像您键入它一样)。目前没有将输入的名称链接到用户的解决方案。您需要在表单中修改名称。

    我会把这个功能建议传递给我们的产品团队!ob欧宝娱乐app手机下载

  • 马克·博纳姆
    编辑05/01/15

    谢谢你的建议。修改名称以匹配先前存在的提交者是现在必须做的事情。这是一个繁重的手工过程。如果web表单的提交者之前已经使用过该表单,那么它可以将名称提供给提交者。因此,当提交者开始从智能表预先存在的信息中输入他们的名字时,这将允许他们选择匹配。这是smartsheet能想到的吗?谢谢。

  • Mark -这个功能近期没有任何计划,但是我已经把这个请求发送给了我们的产品团队,以便在未来的开发中考虑。ob欧宝娱乐app手机下载谢谢马克!

  • 大卫•鲍曼
    大卫•鲍曼 ✭✭✭
    编辑08/06/15

    我同意马克的观点!这太有帮助了。在工作表中,联系人是从下拉菜单中选择的,但是Webform中的相同字段没有给您下拉选项(不像其他下拉字段可以工作……)看来这是一件很重要的事。

    谢谢!

    戴夫

  • 如果你使用联系人的电子邮件地址而不是他们的名字,那么SmartSheet就会建立连接。这在webforms和将excel数据复制到具有联系人字段的Smartsheet中非常有用。

  • 嗨,伙计们,

    这个功能什么时候会加入有什么消息吗?

    K

  • 嗨,伙计们,

    只是一个关于联系人姓名的网络表单问题的想法。假设智能表单促进协作的逻辑,在这种情况下,您可以确定正确的名称和人员正在协作,那么您在现有智能表单用户的webform上有一个下拉名称选择不是很有意义吗?

    如果这个人是新来的,他们需要一个基本的注册来保持他们的联系方式的一致?当然,只在需要联系人姓名的网页表单上。

    具有自由形式的不一致的名称和手动纠正的可伸缩性不适用于大量人口。

    谢谢,
    马克

  • 大家好!我们感谢您的反馈并理解您的担忧。我们的目标是使Smartsheet成为协作,计划和监控项目和任务的最佳和最简单的方式,并不断改进产品。ob欧宝娱乐app手机下载我没有任何关于这个特殊功能的更新,但你可以查看我们的产品路线图,看看我们目前正在做什么:ob欧宝娱乐app手机下载www.santa-greenland.com/ob欧宝娱乐app手机下载product-roadmap

  • 这是一个很好的请求,我将检查路线图,看看它是否很快!

  • 戈登
    戈登 ✭✭✭✭✭
    编辑06/28/16

    根据Brian Veasman之前的建议,我尝试在webform联系人列表字段中输入电子邮件地址,但S/S似乎仍然无法将工作表中的电子邮件地址连接到我现有的团队帐户/联系人数据。

    这个关键功能有什么更新吗,或者有什么创造性的解决方案?我正在寻找一种方法来设置提醒和警报绑定到一个联系人列表字段的表是通过webform输入。

  • 克里斯蒂马歇尔
    编辑10/17/16

    布莱恩Veasman

    你说过,如果你使用联系人的电子邮件地址而不是他们的名字,那么SmartSheet就会建立联系。我没有发现这是真的。我从Excel或从SQL复制,我已经尝试了联系人的电子邮件地址,我仍然要手动从下拉菜单中输入名称。我很好奇我是否需要某种格式的?我只有(电子邮件保护)我需要引号或其他特殊的东西来让它认出它吗?我注意到,如果我从Excel导入它识别它,但不是一个副本。谢谢你的建议。这是我每天要做的非常耗时的函数。我有超过500行,我每天复制,这是我必须手动输入的唯一字段。

  • 肯特·沃恩
    肯特·沃恩 ✭✭✭✭

    我加1分。

    这是另一个我很难相信没有实现的功能。除非我遗漏了一些关键的细节,否则如果我没有联系信息,那么提醒/提醒将无法发送电子邮件,对吗?因此,这意味着尝试通过web表单做一些简单的操作项列表意味着您必须进入工作表以输入实际的联系信息。(也许可以在联系人栏中输入电子邮件地址,并在联系人栏中添加“链接”。但是必须为每一个“待办事项”输入一个电子邮件地址似乎非常低效)。

  • Rob借给
    Rob借给
    编辑03/13/17

    我加1分。

    我参加了一些SS培训,并且我在基于最佳实践创建表格和报告方面做得越来越好,但是我使用的功能越多,SS产品中出现的漏洞就越多……ob欧宝娱乐app手机下载

这次讨论已经结束了。
You will have to get an admin of Teams to allow the Smartsheet for Teams app in the admin console of Teams.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":106441,"type":"question","name":"Child Parent code for schedule not working","excerpt":"I have reviewed the formula helper and used their code and change it up a bit but not working as it should, when I change to blocked or on Hold the Parent is not changing, here is the code =IF(COUNTIF(CHILDREN(), \"Complete\") = COUNT(CHILDREN()), \"Complete\", IF(COUNTIF(CHILDREN(), \"In Progress\") > 0, \"In Progress\",…","categoryID":322,"dateInserted":"2023-06-14T17:45:32+00:00","dateUpdated":null,"dateLastComment":"2023-06-14T20:47:13+00:00","insertUserID":162256,"insertUser":{"userID":162256,"name":"delaurellc","title":"Senior Consultant","url":"https:\/\/community.smartsheet.com\/profile\/delaurellc","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T22:59:37+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-15T01:08:28+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":33,"score":null,"hot":3373542165,"url":"https:\/\/community.smartsheet.com\/discussion\/106441\/child-parent-code-for-schedule-not-working","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106441\/child-parent-code-for-schedule-not-working","format":"Rich","lastPost":{"discussionID":106441,"commentID":380650,"name":"Re: Child Parent code for schedule not working","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380650#Comment_380650","dateInserted":"2023-06-14T20:47:13+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-15T01:08:28+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":"2023-06-14T19:03:21+00:00","dateAnswered":"2023-06-14T18:03:35+00:00","acceptedAnswers":[{"commentID":380599,"body":"

Nested IF formulas read from left to right and stop on the first true value. So if you have In Progress in one child row and On Hold in another child row, it will register a true value with the In Progress argument, output that, then stop evaluating. If you want On Hold to \"override\" In Progress, you would need to adjust the order in which your IFs are nested.<\/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":106419,"type":"question","name":"SUMIFS not working (referencing another sheet)","excerpt":"I'm struggling with getting a SUMIFS function to work properly that is referencing another sheet. So on my sheet with the function, I have it as: =SUMIFS({Total GL Detail Range 4}, {Total GL Detail Range 5}, Project8, {Total GL Detail Range 3}, Title@row) ...where the \"Total GL Detail\" is the other sheet referenced. Range…","categoryID":322,"dateInserted":"2023-06-14T13:17:37+00:00","dateUpdated":null,"dateLastComment":"2023-06-14T20:49:20+00:00","insertUserID":162357,"insertUser":{"userID":162357,"name":"EBooher","url":"https:\/\/community.smartsheet.com\/profile\/EBooher","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-14T20:58:21+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-15T01:08:28+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":15,"countViews":103,"score":null,"hot":3373533417,"url":"https:\/\/community.smartsheet.com\/discussion\/106419\/sumifs-not-working-referencing-another-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106419\/sumifs-not-working-referencing-another-sheet","format":"Rich","lastPost":{"discussionID":106419,"commentID":380651,"name":"Re: SUMIFS not working (referencing another sheet)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380651#Comment_380651","dateInserted":"2023-06-14T20:49:20+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-15T01:08:28+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":"2023-06-14T20:08:57+00:00","dateAnswered":"2023-06-14T18:51:01+00:00","acceptedAnswers":[{"commentID":380616,"body":"

Ok. I just had someone else earlier this week have the same issue. Even after converting all of the IDs to text it still wasn't working. Lets try converting everything on the source sheet to numbers. Take that LEFT formula you have that strips the ID out and wrap it in a VALUE function.<\/p>

=VALUE(LEFT(.......................))<\/p>


<\/p>

Then try the COUNTIFS on the ID again, but instead of referencing the helper cell in the formula sheet that we created, reference the linked cell that houses the numerical value.<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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 Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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