跟踪采购审批
我们正试图找到一种方法来跟踪我们的采购过程。我已经创建了一个网页表单表，但我有麻烦与审批我们的过程的一部分。通常情况下，买家会填写网络表格，要求向供应商或自己付款作为报销，然后他们需要获得管理层的两项批准。是否有一种方法可以将完成的网络表单发送给其他人，并让他们能够在不进入我的表单的情况下批准它?我尝试过将表格数据合并成一个文档并发送给他们，但是找不到将批准合并到流程中的方法。我希望账单上显示费用已经批准，这样我就可以查看账单，知道什么时候各方都批准了。还有其他人使用智能表来完成这类流程吗?
评论
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前提Bartal ✭✭✭✭✭✭我搜索了之前的帖子，发现了更多值得阅读的讨论。你可以从克雷格的解决方案中找到答案:https://community.smartsheet.com/discussion/use-triggers-smartsheet
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JohnHinkle ✭✭✭✭✭✭
使用更新请求!您可以将行发送给任何人(Smartsheet用户或非用户)，收件人可以在表单视图中查看和编辑行。对表单所做的更改会立即反映在工作表中。
http://help.smartsheet.com/customer/en/portal/articles/504779-using-update-requests
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基督教的井 ✭✭嗨,朱莉,
也许在Zapier集成中有一个解决方案……
当一个新记录被添加到一个列表.....时，Zapier将发送一封电子邮件给某人
使用New Data行中的字段完成Subject和Message。
然后，用户可以在某个地方用“批准”或“拒绝”将电子邮件返回给Zapier。Zapier可能会破译电子邮件内容(批准或拒绝)并将其添加回smartsheet....
我使用“可能”这个词，因为这取决于你的电子邮件模板的结构，以及用户/审批人将批准放入正确位置的能力。
嘿，值得一看.....
附注:我使用Zapier发送邮件，我只测试了Return路径。
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J.克雷格·威廉姆斯 ✭✭✭✭✭✭朱莉,
你得到你需要的东西了吗?
前提,
谢谢你的夸奖。
克雷格
类别
Ok I think I got it. It's due to the times you need to combine the dates and times to get it to consider both as a whole and not individually. So you will need a helper column for your start date\/time and end date time. I titled mine as Start Date Time Helper and End Date Time Helper. If you title them the same you should be able to copy and paste formulas.<\/p>
Start Date Time Helper<\/p>
=IFERROR(VALUE(YEAR(DATEONLY([Start Date]@row)) + \"//m.santa-greenland.com/community/discussion/4268/\" + IF(MONTH(DATEONLY([Start Date]@row)) < 10, \"0\") + MONTH(DATEONLY([Start Date]@row)) + IF(DAY(DATEONLY([Start Date]@row)) < 10, \"0\") + DAY(DATEONLY([Start Date]@row)) + IF([Start Time]@row < 1000, \"0\") + [Start Time]@row), \"//m.santa-greenland.com/community/discussion/4268/\")<\/p>
End Date Time Helper <\/p>
=IFERROR(VALUE(YEAR(DATEONLY([End Date]@row)) + \"//m.santa-greenland.com/community/discussion/4268/\" + IF(MONTH(DATEONLY([End Date]@row)) < 10, \"0\") + MONTH(DATEONLY([End Date]@row)) + IF(DAY(DATEONLY([End Date]@row)) < 10, \"0\") + DAY(DATEONLY([End Date]@row)) + IF([End Time]@row < 1000, \"0\") + [End Time]@row), \"//m.santa-greenland.com/community/discussion/4268/\")<\/p>
Formula to get your Yes\/No's<\/p>
=IF(COUNTIFS(SAP:SAP, SAP@row, [End Date Time Helper]:[End Date Time Helper], @cell >= [Start Date Time Helper]@row, [Start Date Time Helper]:[Start Date Time Helper], @cell <= [End Date Time Helper]@row) > 1, \"No\", \"Yes\")<\/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":106584,"type":"question","name":"Index Match, how to recognize multiple values?","excerpt":"Hello, I have an issue with my index match formula. I want to locate the facility for a serial number. This works perfectly when there is only one value inside. However to reduce the amount of columns and options on the corresponding form, I changed it to one column that has multiple values. The formula is having…","categoryID":322,"dateInserted":"2023-06-18T21:21:35+00:00","dateUpdated":null,"dateLastComment":"2023-06-19T02:24:23+00:00","insertUserID":162488,"insertUser":{"userID":162488,"name":"Marcus Halvorson","title":"Marcus Halvorson","url":"https:\/\/community.smartsheet.com\/profile\/Marcus%20Halvorson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T02:48:51+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162488,"lastUser":{"userID":162488,"name":"Marcus Halvorson","title":"Marcus Halvorson","url":"https:\/\/community.smartsheet.com\/profile\/Marcus%20Halvorson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T02:48:51+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":28,"score":null,"hot":3374265958,"url":"https:\/\/community.smartsheet.com\/discussion\/106584\/index-match-how-to-recognize-multiple-values","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106584\/index-match-how-to-recognize-multiple-values","format":"Rich","lastPost":{"discussionID":106584,"commentID":381112,"name":"Re: Index Match, how to recognize multiple values?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381112#Comment_381112","dateInserted":"2023-06-19T02:24:23+00:00","insertUserID":162488,"insertUser":{"userID":162488,"name":"Marcus Halvorson","title":"Marcus Halvorson","url":"https:\/\/community.smartsheet.com\/profile\/Marcus%20Halvorson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-19T02:48:51+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/NDLYM9DFIQOI\/f1-jpg.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"f1.JPG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-19T02:22:26+00:00","dateAnswered":"2023-06-19T02:12:19+00:00","acceptedAnswers":[{"commentID":381111,"body":"
