Email to Form File Attachment

ker9

Hi -

It does not seem to be possible to drag an Outlook email directly to a Form attachment field.

We understand that we can copy data from the email to a notes field but we were hoping to directly attach an email without the user having to do much work (don't want them to have to print it and then attach it).

The user completing the form will not have access to the underlying sheet.

Any alternative suggestions - keeping it simple for the person submitting the form?

TIA

Toufong Vang

There is a Smartsheet add-in for Outlook if your organization allows it. Once installed, it can be launched from the ribbon (desktop client) or from within the web app, and is very easy to use.

Here's a demo on YouTube:

https://youtu.be/bxeO4PHKSsc?si=CQRJT6gTZV9_bGv1

Get the add-in here:

Business Apps – Microsoft AppSource

ker9

@Toufong Vang - Thank you for your response. Unfortunately, the users that need to provide the email do not have direct access to the sheet. I do appreciate your detailed response.

Toufong Vang

Another option is to use PowerAutomate (a Microsoft 365 app). This requires familiarity with PowerAutomate and maybe a little bit of scripting. The utility of this approach is that the PowerAutomate flow can do both the data entry and attaching the email content to the row.