导入Outlook日历到Smartsheet

保罗新来的
保罗新来的 ✭✭✭✭✭✭
编辑12/09/19 内容基本知识

我想知道这是否可能,或者是否有任何更新?

https://community.smartsheet.com/discussion/how-import-outlook-calendar-smartsheet

从Smartsheet导入到Outlook很好,但我希望有一个双向的可能性。我有很多项目同时进行,试图同时跟上所有项目的日程表会变得很麻烦。

thinkspi.com

评论

  • 你好保罗,

    目前Smartsheet和Outlook之间还没有双向同步功能,这样你就可以从Outlook日历中向Smartsheet添加行。

    当您有时间的时候,请使用社区网站右侧的快速链接下的表格提交产品增强请求,让我们的ob欧宝娱乐app手机下载产品团队知道您希望看到此功能添加到Smartsheet的未来版本中。

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    提交。谢谢你!

    thinkspi.com

  • 伤心。都2020年了,还没完成。

  • 泰勒雷
    泰勒雷 ✭✭✭✭✭

    我正在为我们公司实施智能表格。我迫切需要为现有的约会和会议创建outlook日历,以便与智能表中创建和分配的任务相结合,以准确了解可用性。没有outlook日历预约意味着我们不能全面了解可用性。手动输入每个outlook事件到智能表是不可行的。这似乎应该是一个功能,人们已经要求多年了。这并不是唯一的相关线程。似乎我们可以从outlook内部更改智能表,但我们甚至不能读取outlook数据并将其合并。

    请建议!这个正在开发中吗?

    最坏的情况下,导出outlook日历为.csv并导入到smartsheets看起来是可行的。https://www.howtogeek.com/665358/how-to-export-an-outlook-calendar-as-a-csv-file/

    当然,每次更新日历时,都必须手动重新导出和重新导入。这是我们希望通过实现智能表来避免的一种废话。


    谢谢你!

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    @That家伙@Taylor雷导出您的Outlook日历到.csv然后导入到Smartsheet应该只发生一次,只要更新是在SS而不是Outlook。如果有人直接在Outlook中更新内容,那么是的。它必须是双重输入到SS中,但一旦你在SS中有了日历,如果你在SS中更新,那么它应该会自动推送到Outlook。

    thinkspi.com

  • 泰勒雷
    泰勒雷 ✭✭✭✭✭

    我知道,我需要反过来。会议通过outlook,需要被推到智能表。

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @Taylor雷

    我希望你一切安好!

    一种解决方案可能是使用第三方服务,如Zapier或类似的连接Smartsheet和Outlook。

    这是一个选择吗?

    我希望这对你有所帮助!

    注意安全,祝你有一个美好的一周!

    最好的

    她名叫Stara工作流顾问/ CEO @工作大胆

    我的帖子是否帮助或回答了你的问题或解决了你的问题?请支持社区将其标记为深刻的/投票或/和作为公认的答案.这将使其他人更容易找到解决方案或帮助回答!

    Smartsheet专家顾问和合作伙伴

    她名叫Stara工作流顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    关于Smartsheet、集成、一般工作流建议或其他方面的帮助,请随时与我联系。

  • 泰勒雷
    泰勒雷 ✭✭✭✭✭

    谢谢你的关注,安德烈(对不起,我的键盘上没有重音)。我们正在让我们的IT团队通过API寻找一个新的解决方案。Zapier是一个很好的建议,但显然是一个额外的成本。我会把它作为备选方案记在心里。

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @Taylor雷

    太好了!

    乐意帮忙!

    记住!我的帖子是否帮助或回答了你的问题或解决了你的问题?请支持社区将其标记为深刻的/投票或/和作为公认的答案.这将使其他人更容易找到解决方案或帮助回答!

    Smartsheet专家顾问和合作伙伴

    她名叫Stara工作流顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    关于Smartsheet、集成、一般工作流建议或其他方面的帮助,请随时与我联系。

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    @That家伙

    1. 如果你所说的“RFE”指的是产品改进请求……ob欧宝娱乐app手机下载你可以通过在表格上的复选框查看你自己的作品,并将提交的副本通过电子邮件发送给你。不公开它们或路线图是一种防范竞争对手的方式,这对我来说是有道理的。是的……这个请求已经有一段时间了,但其他已经解决的请求也有一段时间了,更不用说我们不知道每个“增强”的提交数量。例如,这款游戏在2年的时间里只能拥有10个目标,而另一款游戏在短短几个月内便拥有50个目标(这只是一个例子)。基于此,我会说另一种对更大的客户群体来说更重要。
    2. 是的。人们花钱购买Smartsheet是为了利用集成带来的效率,但从来没有人说过Smartsheet平台对所有事情都是完美的,或者它可以做所有事情。如果我是带着用例购买某样东西的,我就会确保我研究过这个东西是否有我需要的功能。如果我后来遇到一个用例,我需要一个不同的功能,却发现它在我买的东西上是不可用的,我不能坚持它,因为我从来没有卖过基于这个功能的东西。现在…如果我被误导或欺骗,告诉我它有这个功能,但后来发现它没有,那将是一个不同的故事,但责任仍然不会落在那个东西上。责任会落在说谎的推销员身上,甚至很可能也会落在我自己身上,因为我在购买前没有做更好的调查。
    3. 如果你将过去几年社区中发布的帖子与过去几年发布的功能进行比较,你会发现许多发布都解决了社区中经常出现的问题。


    是的。这个单一的功能已经被要求了很长一段时间了,但在不知道其他功能被要求的情况下,我们不能假设知道大多数Smartsheet的客户真正想要什么。


    我的意思是让我们看看这个帖子……我发布了这篇文章,然后大约一年半后,其他人(除了党卫军的员工)发表了一篇文章,老实说,这篇文章并没有提供太多价值。这只是一个简单的、非常基本的抱怨。然后在你投诉之前,它又会休眠一年多。又过了一个半月,又有人投诉。


    看看时间轴:


    投诉

    1年4个月

    投诉

    1年3个月

    投诉

    1.5个月

    投诉


    在近3年的时间里有4起投诉,其中大多数投诉间隔超过一年。根据你关于从社区中寻找客户真正想要的东西的建议,我会说这对于整个客户基础来说是一个相当低的优先级。当然,可能会有其他线程为这个非常相同的事情浮动,但我在这里相当多,真的没有看到太多,与其他请求相比(其中一些已经解决)。

    thinkspi.com

  • 嗨,保罗,我读了你有趣的评论,但是,对不起,很多用户没有为此投诉,在我的情况下,我真的需要这个功能,因为它有意义,在outlook中创建会议,并在Smartsheet中同步,我没有打开à请求。所以我认为这三个抱怨并没有真正的代表性…

    多谢。

  • 保罗新来的
    保罗新来的 ✭✭✭✭✭✭

    @Manu艾德看起来我回复的评论已经被删除了。我同意我提到的抱怨并不能真正代表客户的实际需求,但我是在回应一个评论,这个评论基本上说更新请求表单是无用的,Smartsheet需要看看社区来找出它真正想要的是什么。

    我的评论指出,如果Smartsheet着眼于社区,那么这个特殊的功能对于整个客户群来说似乎不是很重要。

    我真的希望我所回应的评论没有被删除,因为它确实为我为什么说我所做的提供了更多的背景。


    话虽如此……如果有你想看到的功能,那么我强烈建议提交一个产品增强请求表格。ob欧宝娱乐app手机下载是的……你可以把它贴在这里,并希望某个Smartsheet的员工碰巧在数百个新线程和评论中偶然发现它。但是提交申请表会肯定将您的“投票”添加到您所要求的任何功能上。

    thinkspi.com

@UdemyUser<\/a> <\/p>

It worked for me. I'm currently logged into SmartSheet and have some of my work sheets open so it downloaded it and took me to the sheet right away. Make sure you're logged into your SmartSheet account and you won't get prompted to create an account.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-23 20:22:11","updateUser":{"userID":152793,"name":"UdemyUser","url":"https:\/\/community.smartsheet.com\/profile\/UdemyUser","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-23T20:18:15+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":215,"urlcode":"Templates","name":"Templates"}]},{"discussionID":95843,"type":"question","name":"Formula for overall health using symbols","excerpt":"Hi All I am looking for a formula (or any other way) that would update my Overall Health column based on the status of my 5 status categories. Symbols I am using are: Green - Project is running on time scope and budget etc Yellow - 2 or more of the 5 categories are showing yellow Red - 2 or more of the 5 categories are…","categoryID":321,"dateInserted":"2022-09-23T13:35:42+00:00","dateUpdated":null,"dateLastComment":"2022-09-23T16:53:03+00:00","insertUserID":152363,"insertUser":{"userID":152363,"name":"Jeffrey McMillan","url":"https:\/\/community.smartsheet.com\/profile\/Jeffrey%20McMillan","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!8ilrN1Y1-7o!!LWjnrmFnXtG","dateLastActive":"2022-09-23T17:11:59+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":137711,"lastUser":{"userID":137711,"name":"SmartLew","title":"","url":"https:\/\/community.smartsheet.com\/profile\/SmartLew","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-24T10:21:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":42,"score":null,"hot":3327895125,"url":"https:\/\/community.smartsheet.com\/discussion\/95843\/formula-for-overall-health-using-symbols","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95843\/formula-for-overall-health-using-symbols","format":"Rich","lastPost":{"discussionID":95843,"commentID":344582,"name":"Re: Formula for overall health using symbols","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/344582#Comment_344582","dateInserted":"2022-09-23T16:53:03+00:00","insertUserID":137711,"insertUser":{"userID":137711,"name":"SmartLew","title":"","url":"https:\/\/community.smartsheet.com\/profile\/SmartLew","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-24T10:21:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-09-23T19:10:30+00:00","dateAnswered":"2022-09-23T16:19:49+00:00","acceptedAnswers":[{"commentID":344570,"body":"

ok- in your first post you said <\/p>

\"Yellow - 2 or more of the 5 categories are showing yellow\"<\/p>

but above you say if 2 or fewer are yellow then green. Should it be less than 2 yellow is green?<\/p>

See how this one works for you. Play around with the combos see if it works.<\/p>

=IF(COUNTIF([stakeholder health]@row:[resourcing health]@row, \"Blue\") = 5, \"Blue\", IF(COUNTIF([stakeholder health]@row:[resourcing health]@row, \"Red\") > 1, \"Red\", IF(COUNTIF([stakeholder health]@row:[resourcing health]@row, \"Yellow\") > 1, \"Yellow\", \"Green\")))<\/em><\/p>

Not sure how you want to represent different combos such as , 2 x blue, 1 x red, 1 x yellow, 1 x green? Currently this will show Green.<\/p>

Let me know!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-23 19:10:30","updateUser":{"userID":150538,"name":"Preston P.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Preston%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nWVKDFTEFOKBN.png","dateLastActive":"2022-09-23T21:04:41+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":95815,"type":"question","name":"Automation Custom Recurrence - how is the \"Repeat On\" day defined?","excerpt":"Greetings, Does anyone know what is the reference point for the \"Repeat On\" day circled below in the Custom Recurrence section for Automation Triggers - is it referencing the day of the month or the number of days after the trigger initiates? The reason I ask is, I set this recurrence to start on 20 Sept. Originally, I set…","categoryID":321,"dateInserted":"2022-09-22T19:05:37+00:00","dateUpdated":null,"dateLastComment":"2022-09-23T19:09:43+00:00","insertUserID":136455,"insertUser":{"userID":136455,"name":"Russ Onkeles-Klein (RI\/GLOBAL)","url":"https:\/\/community.smartsheet.com\/profile\/Russ%20Onkeles-Klein%20%28RI%252fGLOBAL%29","photoUrl":"https:\/\/lh3.googleusercontent.com\/-XdUIqdMkCWA\/AAAAAAAAAAI\/AAAAAAAAAAA\/4252rscbv5M\/photo.jpg","dateLastActive":"2022-09-23T21:08:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":144835,"lastUser":{"userID":144835,"name":"Brandon R.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brandon%20R.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!kukr_7YOdjs!giMqJ5ZDO7s!rkxErLZ6yXj","dateLastActive":"2022-09-23T19:07:08+00:00","banned":0,"punished":0,"private":false,"label":"Employee"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":48,"score":null,"hot":3327836120,"url":"https:\/\/community.smartsheet.com\/discussion\/95815\/automation-custom-recurrence-how-is-the-repeat-on-day-defined","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95815\/automation-custom-recurrence-how-is-the-repeat-on-day-defined","format":"Rich","tagIDs":[334],"lastPost":{"discussionID":95815,"commentID":344622,"name":"Re: Automation Custom Recurrence - how is the \"Repeat On\" day defined?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/344622#Comment_344622","dateInserted":"2022-09-23T19:09:43+00:00","insertUserID":144835,"insertUser":{"userID":144835,"name":"Brandon R.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brandon%20R.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!kukr_7YOdjs!giMqJ5ZDO7s!rkxErLZ6yXj","dateLastActive":"2022-09-23T19:07:08+00:00","banned":0,"punished":0,"private":false,"label":"Employee"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-09-23T19:04:17+00:00","dateAnswered":"2022-09-23T18:27:24+00:00","acceptedAnswers":[{"commentID":344614,"body":"

@Russ Onkeles-Klein (RI\/GLOBAL)<\/a> I know that each of us has our own way of building out workflows. This is actually something I am well versed in on the support side so I love setting these up for our customers.<\/p>

To quote your ask here, I'm going to try to break it down a little more for you.<\/p>

I'd like to confirm one thing related to your caveat comment, \"If there are no rows that will trigger prior to 10\/14 for example, on 10\/15 nothing will happen. For example, if there were no rows in my sheet that were checked between 9\/22 and 10\/14, then on 10\/15 nothing would run for this workflow.\" <\/em>Since your condition is for \"21 days or more\" to be checked, that means if for whatever reason it is not checked, whether through an automation or physical interaction, then the automation will not trigger? <\/p>

If there are no rows that will trigger prior to 10\/14 for example, on 10\/15 nothing will happen.<\/em><\/p>

This is correct. The reason being is that the workflow is looking for any changes that were made and saved between the first date of the range and the last date of the range. So in your case the first one would have been 9\/20 because it takes that date as day 1 when you first build it. Same thing happens when you make any adjustments. So it basically says to the sheet \"If you see any changes that were made between 9\/20 and 12\/22, I need you to send me those rows so I can process this request\").<\/p>

For example, if there were no rows in my sheet that were checked between 9\/22 and 10\/14, then on 10\/15 nothing would run for this workflow.\"<\/em><\/p>

This is also correct. Because the automation looks at what rows still match the condition at 11:59PM in this case would be 10\/14 into 10\/15. So let's say you check 10 lines between that time, save the changes but on 10\/14 you uncheck 5 of them. At 11:59PM it looks at all the rows on the sheet, and sees only 5 rows meet the condition required to process the request. So come 10\/15 when you get your email at 8am, it shows only 5 rows because again at midnight essentially anything marked when it runs gets sent out.<\/p>

Since your condition is for \"21 days or more\" to be checked, that means if for whatever reason it is not checked, whether through an automation or physical interaction, then the automation will not trigger?<\/em><\/p>

So mine is a little weird now looking at it again. Reason being is that in order for those rows to be sent to me, they have to have been marked prior to midnight. <\/p>

The first month essentially would have been 9\/20 - 10\/14 any rows that were marked then and stayed marked as of midnight would have been sent to me. On 10\/15 the workflow begins again for the next month. But because I don't have another condition in there to limit just the new rows (another checkbox that would say something like completed) this will send me all the rows that were over 21 days.<\/p>

If I wanted to automate the process even further though, I could have something that says if date is more than n days uncheck that box. This would ensure that only rows that match each month get sent over because we have an automation that says \"date is n days past today, uncheck and don't count in the workflow\"<\/p>

One final question regarding the \"Repeat on Day\" setting. I note there are only 28 days from which to choose. What happens if we want to trigger a workflow on the 29,30,31?<\/em><\/p>

The reason for this is because there are always 28 days in a month. You can set a start date for the automation to 29, 30 or 31, and then do something like what I have here where it's set to send out every 31 days. This would be calendar days so your receiving date will be different due to some months 28, some 30, some 31. BUT, this would be the closest I could get you to having it set to be received on a date past the 28th of the month.<\/p>

I know it's a lot of information to take in. We do have a bunch of articles on the Help and Learning page (https:\/\/help.smartsheet.com\/help<\/a>) if you want to take a look over those as well. They might also help fill in some blanks too if you have anything you're unsure on.<\/p>