SMARTSHEET & OUTLOOK

Jerome Szurubura

We open a discussion in SMARTSHEET, I received a notification on my Outlook mail box.

I have two choice:

1) Answer in Smartsheet

2) Answer as usual in Outlook

I choose the number 2) directly by Outlook, but when we connect to SMARTSHEET, I don't see my answer in the discussion follow up.

Do yo uhave an idea, I guess we should be able to do this?

Thanks

Jerome

Paul Newcome

Have you checked to see if it attached to a specific row or set as a sheet comment?

Yuan Wong

Hi,

Are you talking about Alert & Actions for update request?

I believe this is what you are looking for, I watched this on Smartsheet youtube recently.

Time: 37 minutes in

https://www.youtube.com/watch?v=pK3bOY1qmYc

Jerome Szurubura

Hi @Yuan Wong, Hi @Paul Newcome ,

First thank you for your answer.

Paul: Nothing attached in the row and nothing in the discussion flow. I try with my colleague it's work for him. Maybe something in my computer.

Yuan:

1) My concern is much about conversation flow from smarsheet and outlook. Exactly from outlook to smarsheet when I select answer to message on outlook menu (not answer in smartsheet) because my contact should not have smarsheet.

2) Automatic update requirement: I already use this kind of alert by created an alert direct from a line or a sheet setting. I meet an issue when I want it automatic when a row is add to the sheet.

I set up an automatisation = when row is add, if cell X is empty, send update requirement to requestor. but no mail appear in my mailbox when a row is added.

An idea?

Best regards.

Jerome

Paul Newcome

For the Update Request, go into your personal settings and make sure they are set to include alerts from your own changes.