采取行动的欧特ts and Requests in Hangouts Chat

Send notifications and requests from Smartsheet and act on them from Google Hangouts Chat. For example, you can take action on a Smartsheet approval request while chatting with a colleague in Hangouts Chat about the request—all without having to leave the Hangouts Chat application.

This integration is designed only for the next version of the Hangouts Chat application, which you can access here:https://chat.google.com/(or through the Hangouts Chat desktop and mobile applications)

Before You Begin

Create an Automated Workflow

Before you can receive alerts and requests in Hangouts Chat, you'll need to be a recipient on an automated workflow on a sheet in Smartsheet. More information on how to create automated workflows can be found inSave Time and Work Faster With Automated Workflows.
This integration isn’t supported on Hangouts classic.

When creating the Automated Workflow there is not a specific option to select Hangouts Chat from the action block. Instead, select the email address or contact column to receive the automated notification. If the recipient has enabled the Hangouts bot and adjusted theirNotification Preferencesin their Personal Settings to allow notifications to be sent to Messaging Apps, then the notification will be sent to Hangouts.

Enable Bots

If you don’t see the Smartsheet bot when searching, your admin may have disabled bots for your domain. To be able to use the Hangouts Chat integration with Smartsheet, have your organization’s Google admin enable the bot with the steps in this去ogle Supportarticle.

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Configure Hangouts Chat to Receive Alerts and Requests

Start receiving Smartsheet alerts in Hangouts Chat by connecting the two apps:

1. In theFind people, rooms, botssearch bar for Hangouts Chat, type “Smartsheet” and select the Smartsheet bot. The bot will automatically start a conversation with you.
   
   NOTE: If you don’t see the Smartsheet bot when searching, your admin may have disabled bots for your domain. To be able to use the Hangouts Chat integration with Smartsheet, have your organization’s Google admin enable the bot with the steps in this去ogle Supportarticle.
   
2. In the chat window, clickAllow Access.
   
   The Smartsheet bot asks you for authorization.
   
3. When prompted, sign in to your Smartsheet account and clickAllow.

Once you see the success page and the bot sends you the message “You’re all set up!” you’ll be able to take action on update requests, approval requests, notifications, and reminders from Smartsheet!

Unregister from Smartsheet Notifications

You have two methods to stop receiving future alerts and actions messages in Hangouts Chat:

In Smartsheet—

1. Click on yourProfile imagein the upper-right corner of the Smartsheet window.
2. SelectApps & Integrations.
   A window appears with a list of all integrations that are connected to your Smartsheet account.
   
3. Locate the Hangouts Chat integration listing in the apps list and clickRevoke.

In Hangouts Chat (Desktop version)—

1. Locate and hover your cursor over the Smartsheet bot in the left panel.
2. SelectMore> Remove.

In Hangouts Chat (Mobile App)—

1. Locate and tap on the Smartsheet bot from the Chat screen.
2. Tap on the name of the Smartsheet bot (upper-left corner of the screen).
3. Tap删除.

After revoking access, you’ll no longer receive notifications in Hangouts Chat.

Ways to Take Advantage of Smartsheet in Hangouts Chat

Maximize the combination of work in Smartsheet and communication in Hangouts Chat.

Execute on update requests and approval requests from Hangouts Chat

You can approve budget requests or fill out and submit update requests directly from the Smartsheet chat window in Hangouts Chat. ClickOpen Approval FormorOpen Update Formto approve or deny an approval request or complete an update request directly from Hangouts Chat.

Learn more about creating请求批准andUpdate Requestsin Smartsheet.

Set a Reminder to Take Action Later

You can have the integration send you another reminder so that you can review it at a later time. Click Remind me Later and then select a desired time.

Learn more about setting Reminders in Smartsheet.

Using Hangouts mobile? Turn off Smartsheet mobile push notifications

如果你积极使用场所的移动应用,as well as the Smartsheet mobile app, you’ll receive the same notification from each application. Turn off Smartsheet push notifications so that you’re only receiving one notification through Hangouts.

More information on disabling mobile push notifications is available in theAdjusting Personal Settingshelp article.