Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

You must be an Admin on Microsoft Teams to approve the integration. 

Anyone can install and use the Smartsheet for Teams app. 

Use alerts and requests in Microsoft Teams

Microsoft Teams alerts you when you receive requests or there are changes to items you’re working with. 

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions:

You must be an Admin on Microsoft Teams to approve the integration. 

Anyone can install and use the Smartsheet for Teams app. 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Alerts on single row updates appear differently than alerts on multiple row updates. 

Approval and update requests arrive as direct messages only. They can’t go to a channel, only to a person. If the person you’re requesting approval from, has the Teams bot installed, they’ll get the request in Teams.

Single row updates

Single row alerts and requests show: 

  • Type of change, for example, new row or updated row.
  • Primary column name, for example, Purchase Order ID. 
  • Data from up to four cells, starting from the leftmost cell on the row.
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Alerts

Select the sheet name to go to the row in Smartsheet.

Symbols and images in the grid are displayed as text values, this means an image filename is displayed instead of the image.

Multiple row updates

Multiple row alerts and request notifications show: 

  • Notifications only: the kind of change (new rows, updated rows).
  • Number of rows affected .

Select the sheet name to go to the sheet in Smartsheet.

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Alerts

Approval and update requests

Approval requests and update requests from Smartsheet give you a button to open a Smartsheet form to complete the request. 

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Approval request

Unsubscribe from specific alerts or requests

You can change what kind of alerts or direct messages you receive. 

  1. In Smartsheet, go to Profile > Personal Settings
  2. In the Personal Settings window, select Notifications.
  3. Uncheck the boxes under Messaging Apps.

This unsubscribes you from alerts in all messaging apps. 

If you want to stop receiving alerts in Microsoft Teams, but want to receive alerts in a different messaging app, see Uninstall the Smartsheet Bot.

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