Smarthsheet for Outlook Add-in

Doug Richards

I have the Smartsheet Add-in installed, I open an email, click on the Smartsheet icon and "Select a Sheet" window comes up, I select the sheet I want to add the email to.

Window show the name of the sheet, a search cell, "Primary Column" header and enter cell with a #1 beside it, if I click on the #1, then it expands the window showing a comment field and attachments, with a show more selection below the Primary Column cell and a selection for "Save".

If I don't expand the window, then the save selection now shows "Add New Row", it never gives me an option to add this to an existing row in the worksheet.

It also doesn't add it to the bottom of the sheet, but does show on the email a line which has the Smartsheet logo, "Smartsheet row saved Dismiss this message.

But nothing shows up on the Smartsheet grid, at least not within a hour of doing it.

Bassam Khalil

Hi @Doug Richards 

Hope you are fine, please read the following article and i hope you will find all the details you need about Smartsheet for Outlook Add-in

Genevieve P.

Hi @Doug Richards

In the article @Bassam.M Khalil linked above, it identifies that when you use the "Add a New Row" option, the changes should be applied to the sheet immediately.

Please note that "new rows" are ones that never had any previous content in them, so if they're not where you expect, try scrolling down in the sheet in case they inserted down below a number of blank rows. If this is the case, delete out the blank rows that were skipped as they are not seen as "new" rows.

If this isn't what's happening, I would recommend reaching out to Smartsheet Support with a recording of this behaviour and that the new rows aren't being added so they can troubleshoot this with you in a private channel. It would also be helpful for them to know what specific sheet you are updating, along with the Outlook client version (select File > Office Account).

Thanks!

Genevieve