表格中的联系人名单
我的工作表有一个“分配给”列,但我想引用我的联系人列表的可用选项。我知道当我直接编辑工作表时,我可以开始输入联系人姓名/电子邮件地址,并将看到一个可用选项列表-但通过表单无法使用相同的功能。是否有一个建议的工作方式(无需手动将联系人添加到列属性列表中)?
答案
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康纳哈特福德 ✭✭✭✭✭
不幸的是,这是建议的工作。我一直想要同样的功能。
在移动应用程序上,打开相同的表单将允许您自动完成,就像您所要求的那样。这只是网页形式的问题。
获得下拉列表的唯一方法是将名称放在列属性列表中。
请提交一个产品增强请求,这样我们ob欧宝娱乐app手机下载就可以得到另一个投票。我们公司也很需要它。
康纳
康纳哈特福德
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lleslie001 ✭✭
好吧,那真是令人失望!ob欧宝娱乐app手机下载产品增强请求已提交!!
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谭雅布鲁克斯 ✭
如果列属性从“联系人列表”更改为“下拉列表”,并且手动添加名称以创建LOV,则没有与名称关联的电子邮件地址,因此失去了自动化功能,对吗?
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罗伯特·盖乐葛斯 ✭✭
对此有什么计划吗?似乎是个疏忽……
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杜安莱特 ✭
我也在寻找这个功能。我很乐意使用表单来更新Smartsheet,但这消除了我这样做的能力。
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乔安娜·巴尔克利 ✭✭
这似乎是一个基本的功能,我很惊讶,当测试我的第一个形式,它不工作。根据我的需要,应该有一个完整的联系人列表。
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Jay康贝尔 ✭
这是一个需要修复的大问题,但有一个解决方案比将联系人属性更改为下拉菜单要好。在Col属性下有一个可选的Values列表。只要你的联系人列表不是太大(不确定是否有方法导入或粘贴到这个部分),你可以开始输入每个联系人的名字,并从你的联系人列表中输入每个名字。这些名字将在网页表单的下拉列表中显示为联系人。
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杰米•贝德福德 ✭✭
但是,这似乎可以防止通过表单手动添加新值,即使列这样做也是如此不选中“限制列表值”复选框。然后我可以从下拉列表中进行选择(很好),但不能添加不在下拉列表中的新值(不太好)。在表单中显示的联系人列表和下拉列表类型列似乎都是如此。
(我是一个政府用户,顺便说一句,所以不确定这是否特定于政府类型的租户。)
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杰米•贝德福德 ✭✭
…当然,不幸的是,这也不能解决将下拉值链接到动态数据集的问题。
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年代艾德 ✭
有人知道他们修过吗?我也在查询中,我需要下拉菜单来选择一个联系人,以便触发我的工作流。在当前的设置中,填写表单的人必须键入表单,这为错误留下了空间。
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APS ✭
我只是在跟进这个问题。用户不能通过表单选择联系人,但可以通过表格搜索,这是非常令人沮丧的。对此有什么解决办法吗?
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布瑞特·史密斯 ✭✭
这对我们来说是一个大问题。我有200多名员工,我需要在多个下拉联系人字段中作为选项包含。我需要5名员工的名字被选中在一个单元格的时间。我需要查看这些,并将它们作为1的名称输入。2.便于填写表格的人使用。用于报告目的(名称出现的次数)。然而,我真的需要这是一个真正的联系人列表,有能力自动发送电子邮件给这些人。
我目前有一个表与名称列和电子邮件列,我可以使用这个来VlookUp,但这确实支持我需要有超过一个人列为一个单元格中的参与者。
我可以将邮件列表复制粘贴到下拉栏中,然后将其从下拉栏更改为联系人栏。这里的问题是,这个人必须通过他们的电子邮件选择,因为他们的名字没有在联系人列表中填充。我们有很多临时员工的电子邮件中没有包含他们的确切姓名,或者他们用的是不同的名字,而不是他们的真实姓名(公司的电子邮件是基于一个人的真实姓名)。如果他们无法通过电子邮件找到他们要找的人,这将给负责填写表格的员工造成问题。
我可以花时间创建一个完整的联系人列表,一个接一个地添加他们的名字和相应的电子邮件地址。这就得到了我所需要的1列。但是我需要包含同一组人的3列。为什么我不能复制一个列?为什么你不能自动拉你的联系人列表到联系人列表下拉?
我最近发现你可以创建一群人。所以我花时间创建了一个名为“领导力”、“工程师”和“团队领导”的小组。希望这些预先确定的群体可以简化这个接触问题。不。如果我不能在联系人栏中使用这些组,我甚至不确定这些组的目的是什么。似乎我应该能够在值字段中键入工程师,它会拉入这些名字。
这是尝试大规模使用SmartSheet时最令人沮丧的经历之一。通过允许您创建个人联系人列表和联系人组,然后在使用联系人列表列时可以选择其中一个组,似乎可以很容易地解决这个问题。
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她名叫Stara ✭✭✭✭✭✭
我希望你一切安好!
这里有一个或多个可能的解决方案
- 我最近为一个客户开发了一个解决方案,使用高级应用程序Data Shuttle来更新下拉列表。
这是一种选择吗?
我希望这对你有帮助!
注意安全,祝你度过美好的一周!
最好的
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谭雅布鲁克斯 ✭
嗨,安德里。
你能详细说明这个解决方案是如何工作的吗?
- 我最近为一个客户开发了一个解决方案,使用高级应用程序Data Shuttle来更新下拉列表。
谢谢,
坦尼娅
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斯蒂芬妮Kiecker ✭✭✭
回复:你的评论:
“如果我不能在联系栏中使用这些群组,我甚至不知道它们的目的是什么。”
刚刚看到你去年3月的上述评论——不确定你是否已经明白了这一点,但想让你知道我创建组的目的是授予权限——例子:如果我有一个工作表,我想要分享给一大群人,我创建一个组,这样我就可以给组分配权限(而不是一个一个地给每个人分配权限)-节省了大量的时间,当新的人加入或离开我们的公司,我可以把他们从组中删除-
类别
You would need a helper column to indicate if the amount is greater than or less than to indicate in the conditions as the workflow doesn't allow the use of formulas.<\/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":[{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"}]},{"discussionID":105686,"type":"question","name":"Error with smartsheet","excerpt":"Hi we have a recruitment tracker and we have received an error - I need this urgently for a meeting today - can anyone help?","categoryID":321,"dateInserted":"2023-05-25T13:53:24+00:00","dateUpdated":null,"dateLastComment":"2023-05-25T14:06:54+00:00","insertUserID":161789,"insertUser":{"userID":161789,"name":"Alison Kay","url":"https:\/\/community.smartsheet.com\/profile\/Alison%20Kay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-05-25T14:13:54+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":"2023-05-26T16:21:28+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":35,"score":null,"hot":3370047618,"url":"https:\/\/community.smartsheet.com\/discussion\/105686\/error-with-smartsheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/105686\/error-with-smartsheet","format":"Rich","lastPost":{"discussionID":105686,"commentID":377557,"name":"Re: Error with smartsheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/377557#Comment_377557","dateInserted":"2023-05-25T14:06:54+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":"2023-05-26T16:21:28+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"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\/N0JZB9RNZYI5\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-05-25T14:14:13+00:00","dateAnswered":"2023-05-25T14:02:15+00:00","acceptedAnswers":[{"commentID":377555,"body":"
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