我可否使用表格收集的资料预先填入另一个表格?

我为我们公司创建了一个信用应用程序…这个表单非常适合收集数据。
一旦我有了数据,我们需要跟进信用参考等。我想做的是有一个新的表格,发送给某人跟进我们的客户提供的每一个参考。我想要的是有现在的形式,显示适当的联系信息,从数据库随后的问题要回答的参考资料。
不幸的是,虽然表单非常适合收集数据,但我无法找到一种方法来在表单中提供一些信息,然后在该表单中收集其他信息。表单似乎只对填充一整行信息有用。
最佳答案
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保罗新来的 ✭✭✭✭✭✭
这取决于你的自动化设置。如果将其设置为无限制,则可以发送到单元格中的电子邮件地址,而不允许他们访问工作表。您还可以指定在自动化构建器中的更新请求中提供哪些单元格。
thinkspi.com
答案
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保罗新来的 ✭✭✭✭✭✭
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PaulPerger ✭✭✭
我真正想做的是向第一个条目添加数据。例如,公司A填写了一张表格,并向推荐人#1、#2和#3发送了一封电子邮件。(每次提交表单时,都会为其分配一个唯一标识符。)
我想使用该提交来触发向每个提供的参考邮件发送电子邮件,并使用一个单独的表单来标识公司a,从每个参考中收集所请求的信息,然后将该信息放回原始表单的数据中。
另外,我还研究了第二个表单,它与包含参考响应的第二个工作表相关联。这也会起作用,除了我挣扎着如何将回应与原始提交联系起来。然后,我可以创建第三个表格,将所有数据集中到一个位置,但是我必须在每个数据库上有一个唯一标识符,以便正确地关联各种数据源。
我想过使用推荐信的电子邮件,但在我们的行业中,我可能会为多个潜在客户获得相同的推荐信。出于明显的原因,我真的更喜欢使用自动生成的唯一标识符,但我不知道如何发送带有数据库上给定单元格数据的表单。作为最后的手段,我可以向电子邮件添加标识符,并要求收件人在表单的第一个单元格中添加该#。
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保罗新来的 ✭✭✭✭✭✭
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PaulPerger ✭✭✭
我知道我可以向我允许访问我的智能表的用户请求更新,但在这种情况下,电子邮件将发送给不是我们公司的人,我没有办法限制未知的人能够看到的单元格……
更新请求可以发送到任何电子邮件地址吗?是不是智能手机用户?我能限制这样的人看到的细胞吗?我看了看这个,但没有看到一种方式来发送更新请求作为一个“表单”,只有某些单元格可见的任何地址…仅限Smartsheet用户使用。
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保罗新来的 ✭✭✭✭✭✭
这取决于你的自动化设置。如果将其设置为无限制,则可以发送到单元格中的电子邮件地址,而不允许他们访问工作表。您还可以指定在自动化构建器中的更新请求中提供哪些单元格。
thinkspi.com
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PaulPerger ✭✭✭
谢谢你,保罗。我只是用我的私人地址试了试,效果很好。我希望我可以改变描述,但我只会使用更长,更具描述性的列名,以便他们对接收电子邮件的人有意义。
类别
It depends on your automation settings. If you set it to unrestricted, you can send to an email address in a cell without giving them access to the sheet. You can also specify which cells are provided in the update request within the automation builder.<\/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":106840,"type":"question","name":"Report not showing all rows that match the filter parameters","excerpt":"Hello! I have a sheet that has 3424 rows with a specific Due Date. When I look at that filter option in the report, I see that it sees 3424 for that field. However, when I add that parameter, only 2500 rows display. I can't find a row limit to reports that would cause this. Is there a row limit to reports that I'm unaware…","categoryID":321,"dateInserted":"2023-06-23T16:50:36+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T17:36:10+00:00","insertUserID":74136,"insertUser":{"userID":74136,"name":"asimcock","url":"https:\/\/community.smartsheet.com\/profile\/asimcock","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T17:45:49+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":"2023-06-23T19:11:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":37,"score":null,"hot":3375083206,"url":"https:\/\/community.smartsheet.com\/discussion\/106840\/report-not-showing-all-rows-that-match-the-filter-parameters","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106840\/report-not-showing-all-rows-that-match-the-filter-parameters","format":"Rich","tagIDs":[265],"lastPost":{"discussionID":106840,"commentID":382043,"name":"Re: Report not showing all rows that match the filter parameters","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382043#Comment_382043","dateInserted":"2023-06-23T17:36:10+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":"2023-06-23T19:11:32+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":"2023-06-23T17:47:12+00:00","dateAnswered":"2023-06-23T17:02:03+00:00","acceptedAnswers":[{"commentID":382031,"body":"
See this article. There is a 2500 row limit for reports.<\/p>