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Re:任务提醒

本W
本W
编辑12/09/19 2017年发布的文章

我想使用智能表单提醒,每天给我发邮件,告知到期未完成的任务。然而,他们并不总是通过每天,尽管它有正确的设置

为此,我使用一个表单来添加新任务,然后在我的工作表中包括以下列:

  • 活动到期的日期列(添加时的未来日期)
  • 一个有Today-date列的公式列(我这样做是为了让这个列每天都改变,我认为这是提示警报所必需的,它会检测到它是0或负)
  • 一个已完成的复选框列,使已完成的项目不包括在每天的提醒中。

有没有人做过类似的事情-我已经包括警报如下图-我的问题是,有些日子它通过,但其他日子它没有,这会导致问题。

提前感谢你的帮助。

内容alert.png

评论

  • 关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?我觉得你的配方有问题。您是否可以使用“Due Date”为“In past”的警报条件,而不是依赖于列中的公式?(或者“今天”,取决于想要的结果。)

  • 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,我认为在公式重新计算之前必须打开工作表。

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

    当设置提醒时,你可以点击“打开”选项来运行提醒,比如在截止日期3天后。

    我通常在提醒列计算中更进一步,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,我设置提醒日期值为"=IF(Checkbox1,"",(Due1-3))",并设置提醒本身在提醒日期(Due1-3天)上运行。这样做可以让我调整提醒日期,而不必更改提醒本身。

    最后,我通常用“IFERROR”来包装这些类型的公式,以防万一计算有任何问题:

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

    Capture1.JPG

    Capture2.JPG

    Capture3.JPG

  • CanadaJim
    CanadaJim
    编辑08/16/17

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

    吉姆

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

    我认为加拿大吉姆指出了这个问题。如果行没有更改,它将不会发送Notification。它也不会发送一个给更改的人,除非特别配置这样做(在你的个人设置|设置|通信首选项)

    最后,您提到了TODAY()公式。当没有太多的表单需要这个功能时,我使用Zapier来强制刷新。关于这一点,请参阅我的帖子。

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

    更新:2017-0917 -我的解决方案略有变化,帖子更新以反映新方法。

    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红色呢?这将从您选择包含的任何表中收集数据,并且在您查看仪表板时可以轻松地在屏幕上访问这些数据。您只需要将RYG列添加到工作表并将其合并到报告中。将看起来像下面的东西,但与红色状态指示灯。

    红色任务报告。png

  • 如果您不想构建仪表板,您可以选择每天在特定时间通过电子邮件发送报告。

这次讨论已经结束了。
Hey @Marilen.Navarro103391<\/a> <\/p>

Please use the formula I provided. It was intentional for the character \"~\" to be included. <\/p>

=MID(Name@row, FIND(\"~\", SUBSTITUTE(Name@row, \"-\", \"~\", 5)) + 1, FIND(\"~\", SUBSTITUTE(Name@row, \"-\", \"~\", 6)) - 1 - FIND(\"~\", SUBSTITUTE(Name@row, \"-\", \"~\", 5)))<\/p>

Kelly<\/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":106552,"type":"question","name":"Problem w\/Index - Match formula","excerpt":"I using the following formula, =INDEX({Contract Focal Point}, MATCH([Contract No.]@row, {Contract No.}), 0) And it works for the first row when i input in the contract number into the column. On subsequent rows when i input the contract number it pulls back incorrect information and if I put in a fictious number it pulls…","categoryID":322,"dateInserted":"2023-06-16T15:13:32+00:00","dateUpdated":null,"dateLastComment":"2023-06-16T15:36:24+00:00","insertUserID":162467,"insertUser":{"userID":162467,"name":"Ed Smartsheet","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Ed%20Smartsheet","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AATXAJyYOjKt3k3tneIFbUPuoJzZbnd9quLS-Wdt5b7l=s96-c","dateLastActive":"2023-06-16T19:45:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-16T17:50:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":31,"score":null,"hot":3373859396,"url":"https:\/\/community.smartsheet.com\/discussion\/106552\/problem-w-index-match-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106552\/problem-w-index-match-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106552,"commentID":381031,"name":"Re: Problem w\/Index - Match formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381031#Comment_381031","dateInserted":"2023-06-16T15:36:24+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-06-16T17:50:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"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":"2023-06-16T19:45:15+00:00","dateAnswered":"2023-06-16T15:36:24+00:00","acceptedAnswers":[{"commentID":381031,"body":"

Hey @Ed Smartsheet<\/a> <\/p>

In addition to the IFERROR, it looks like you have the , 0 in the INDEX portion of the formula instead of the MATCH. Try moving it in one:<\/p>

=INDEX({Contract Focal Point}, MATCH([Contract No.]@row, {Contract No.}, 0))<\/strong><\/p>

Cheers,<\/p>

Genevieve<\/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":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106550,"type":"question","name":"Invalid Operation","excerpt":"Good morning, I am trying to sum the entries that are greater than 30 but less than 60 days old. =SUMIFS({011-AP Archive -# of Days to Complete}, >30, {011-AP Archive -# of Days to Complete}, <60) I was able to do this same formula with a COUNTIFS but its' not working the same, what am I missing.","categoryID":322,"dateInserted":"2023-06-16T15:00:58+00:00","dateUpdated":null,"dateLastComment":"2023-06-16T15:22:46+00:00","insertUserID":156010,"insertUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-06-16T15:22:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":156010,"lastUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-06-16T15:22:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":36,"score":null,"hot":3373857824,"url":"https:\/\/community.smartsheet.com\/discussion\/106550\/invalid-operation","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106550\/invalid-operation","format":"Rich","lastPost":{"discussionID":106550,"commentID":381027,"name":"Re: Invalid Operation","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381027#Comment_381027","dateInserted":"2023-06-16T15:22:46+00:00","insertUserID":156010,"insertUser":{"userID":156010,"name":"AliT","url":"https:\/\/community.smartsheet.com\/profile\/AliT","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!80tRN2Ch-HQ!nDHdH1rxiPw!1_-nYVqJJzq","dateLastActive":"2023-06-16T15:22:32+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":"2023-06-16T15:22:31+00:00","dateAnswered":"2023-06-16T15:19:44+00:00","acceptedAnswers":[{"commentID":381026,"body":"

Try this:<\/p>

SUMIFS({011-AP Archive -# of Days to Complete}, {011-AP Archive -# of Days to Complete}, > 30, {011-AP Archive -# of Days to Complete}, < 60)<\/p>

With SUMIFS, you have to include the range to SUM separately from the ranges to compare. In your scenario, they are the same, but can be different.<\/p>

SUMIFS( range, criterion_range1, criterion1, [ criterion_range2, ​criterion2​... ])<\/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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