Smartsheet-Outlook Integration

Andrew Stewart
Andrew Stewart ✭✭✭
edited 06/14/22 in Add Ons and Integrations

I love the way this add-in speeds up the process of updating a Smartsheet row with email text and attachments.

One gripe, though, finding the row that I want is not simple since I can only select full Smartsheets, which may have a large number of rows, many of which are not currently active..

Am I missing something? It would be really helpful to be able to select a report (or to use a filter) to remove all the inactive rows. The search works well, but sometimes I can't remember exactly what to search for, and it would be better to only have a list of 5 rows to choose from rather than 200. Would help on load time too...

Tags:
· Share on FacebookShare on Twitter

Comments

  • Shaine Greenwood
    Shaine Greenwood Employee

    Hi Andrew,

    When you have a moment, please submit a Product Enhancement Request using the form under Quick links on the right to let our Product team know that you'd like to see this added to the Outlook Integration.

    As you submit your request, let them know what you mean by "inactive row," as Smartsheet doesn't have a feature to make rows inactive. Typically, people will apply formatting to their sheet to give the appearance of inactive or complete (or will use a checkbox/flag column), but Smartsheet as an application doesn't interpret this as an "inactive" status.

    · Share on FacebookShare on Twitter
  • Brad Jones
    Brad Jones ✭✭✭✭✭✭

    Sadly,  no formatting that is in the sheet is visible in the Outlook add-in.  No grouping, highlighting, colors, bold text, font size... nothing.  All you can view in the add-in is a flat list the primary column, all in the same font and background color - effectively it is the same view you would get from an Update Request when you open the row you want to attach to.

    So, please make the view in the Outlook add-in look something like the view in SS, so that people can find what they're looking for efficiently.

    · Share on FacebookShare on Twitter
  • Joy I.
    Joy I. ✭✭

    I tried adding a Box file link via the Outlook integration but it threw an error. It will add the attachment if it is a copy rather than a link to the file. I am missing something to make this work? It seems like version control via a link would be best practice.

    · Share on FacebookShare on Twitter

Categories

Help shape the future of Smartsheet.
Share your ideas and feature requests.

 Watch video