SMARTSHEET & OUTLOOK
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
Answers
-
Have you checked to see if it attached to a specific row or set as a sheet comment?
-
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
-
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
-
For the Update Request, go into your personal settings and make sure they are set to include alerts from your own changes.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 465 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives