Google Sheets

The Google Sheets connectorService used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for Google Sheets actions. Use Google Sheets actions to work with data and spreadsheets in Google Sheets.

Create a Google Sheets connection

You can create connections from the Automate or Designer page.

Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

Permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

  Use

Edit

Delete

Assign
permissions

Owners

Users

Note: By default, users with administrator role will have the same rights as a Connection owner.

Create a Google Sheets data source

Use the Google Sheets connector to create a data source to retrieve data from Google Sheets. Data sources are useful when you want to use a form in a workflow, and you want to populate a drop-down list in your form with data from Google Sheets. Once you've created the data source, you can use it in a Data lookup form control to populate the drop-down list field on your form. For information about data sources, see Data sources.

When you configure the data source for the Google Sheets connector, you can select the following operation:

  • Get spreadsheets - Use this operation if you want to retrieve a list of all the spreadsheets from your Google Sheets connection.

Create a Google Sheets data source

Use the Google Sheets data source to create a drop-down list of Google Sheets spreadsheets in a form.

Example:  To allow users to select a specific spreadsheet in a form, add a drop-down list of sheets to the form using a Data lookup control. The Data lookup control uses a Google Sheets - Get spreadsheets data source to list the spreadsheets available from the Google Sheets connection.

You can create a data source to:

  • Get spreadsheets - Use this operation to retrieve a list of all the spreadsheets from your Google Sheets connection.

Each data source is configured for a specific user. You can create as many data sources as you need.