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Hyperlink for mailto: in Reports, Dashboards and Grids

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  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭

    @Genevieve P. Please see below my UAT Test Cases. Can you please inform the respective Scrum Team and the Stakeholders?

    Test Case 1 ⇒ Laptop + Web Browser + Smartsheet Dashboard (Not Published Link) PASS

    The device is a Lenovo ThinkPad T14 Gen 1 64-bit installed with Windows 11 Enterprise Version 22H2 (22621.3447) and Microsoft Edge Version 124.0.2478.67 (64-bit). The Rich Text widget with "mailto" is successfully opening a new message window from my company's email vendor with the expected from/to email addresses.

    Test Case 2 ⇒ Laptop + Web Browser + Smartsheet Dashboard (Published Link) DID NOT PASS

    The device is a Lenovo ThinkPad T14 Gen 1 64-bit installed with Windows 11 Enterprise Version 22H2 (22621.3447) and Microsoft Edge Version 124.0.2478.67 (64-bit). The Rich Text widget with "mailto" is completely disabled regardless of any of the 3 Access Control options designated.

    Test Case 3 ⇒ Mobile + Web Browser + Smartsheet Dashboard (Not Published Link) DID NOT PASS

    The device is a Google Pixel 7 Version AP1A.240405.002.B1 installed with Microsoft Edge App Version 124.0.2478.62. The Smartsheet Dashboard (Not Published Link) gives me an error that I have to access via the Smartsheet Mobile App.

    Test Case 4 ⇒ Mobile+ Web Browser + Smartsheet Dashboard (Published Link) DID NOT PASS

    The device is a Lenovo ThinkPad T14 Gen 1 64-bit installed with Windows 11 Enterprise Version 22H2 (22621.3447) and Microsoft Edge Version 124.0.2478.67 (64-bit). The Rich Text widget with "mailto" is completely disabled regardless of any of the 3 Access Control options designated.

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❤️, upvote ⬆️ and/or mark ✅ any of my contributions that have provided value.

    Core App and Project Managment Certified 🚀

  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭

    This works for my End Users whom are my peers and the Company utilizes Microsoft Outlook.

    Setup

    1. Add Shortcut widget to Smartsheet Dashboard.
    2. Click button "Add Shortcut".
    3. Click drop-down selection "Website".
    4. The Link format is "https://outlook.office.com/mail/deeplink/compose?to=".
    5. At the end of the link, insert the email address.
    6. Enter "Display Text".
    7. Click "Apply".
    8. Click Save.

    Test Case 1 ⇒ Laptop + Web Browser + Smartsheet Dashboard (Not Published Link) PASS

    The device is a Lenovo ThinkPad T14 Gen 1 64-bit installed with Windows 11 Enterprise Version 22H2 (22621.3447) and Microsoft Edge Version 124.0.2478.67 (64-bit). The Rich Text widget with "mailto" is successfully opening a new message window from my company's email vendor with the expected from/to email addresses.

    Test Case 2 ⇒ Laptop + Web Browser + Smartsheet Dashboard (Published Link) PASS

    The device is a Lenovo ThinkPad T14 Gen 1 64-bit installed with Windows 11 Enterprise Version 22H2 (22621.3447) and Microsoft Edge Version 124.0.2478.67 (64-bit). The Rich Text widget with "mailto" is successfully opening a new message window from my company's email vendor with the expected from/to email addresses.

    Test Case 3 ⇒ Mobile + Web Browser + Smartsheet Dashboard (Not Published Link) DID NOT PASS

    The device is a Google Pixel 7 Version AP1A.240405.002.B1 installed with Microsoft Edge App Version 124.0.2478.62. The Smartsheet Dashboard (Not Published Link) gives me an error that I have to access via the Smartsheet Mobile App.

    Test Case 4 ⇒ Mobile+ Web Browser + Smartsheet Dashboard (Published Link) DID NOT PASS

    The device is a Lenovo ThinkPad T14 Gen 1 64-bit installed with Windows 11 Enterprise Version 22H2 (22621.3447) and Microsoft Edge Version 124.0.2478.67 (64-bit). The Rich Text widget with "mailto" navigates me to the Microsoft Web Outlook version Email Inbox.

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❤️, upvote ⬆️ and/or mark ✅ any of my contributions that have provided value.

    Core App and Project Managment Certified 🚀

  • Barak Schriger
    Barak Schriger Employee
    edited 05/01/24

    Hi @Erin Horiuchi Green - At the moment, mailto links are not supported on published dashboards and from mobile apps. With that in mind- mobile web browser (published dashboard), mobile app (dashboard load) and accessing a published dashboards from desktop will result in mailto links that are not clickable.

    @Casey Edwards 15 - mailto links are not supported on published dashboards

  • Thank you @Barak Schriger. I was reference a post on this thread in November of 2023 by another SS employee that provided instructions indicating that the issue was resolved. But now this is not the case? Are there plans to make this happen as it's seem a pretty basic function to have. Thanks for any insight. https://urlisolation.com/browser?clickId=8E108928-BFC2-4B94-9519-2A91524A948E&traceToken=1714581479%3Bsitusamc_hosted%3Bhttp%3A%2Fcommunity.smartsheet.com%2Fd&url=https%3A%2F%2Fhelp.smartsheet.com%2Farticles%2F2482268-rich-text-widgets-options

  • @Casey Edwards 15 I see the post in reference - it could be updated to be more clear, I agree.

    Yes, we have future plan so support mailto on published dashboards this year