Smartsheet

The Smartsheet connector Service 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 Smartsheet actions A tool for building the processes, logic, and direction within workflows..

Use Smartsheet actions to retrieve sheets, columns, column information, cells, and rows, attach a file to a row, update a row, and retrieve a sheet as a CSV file.

Create a Smartsheet 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 Smartsheet data source

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

Example:  To allow users to select a specific sheet in a form, add a drop-down list of projects to the form using a Data lookup control A form control that allows users to select from a drop-down list of values that have been fetched from a third-party service.. The Data lookup control uses a Smartsheet - Get sheets data source to list the spreadsheets associated with the Smartsheet connection.

You can create a data source to:

  • Get sheets: list all the sheets available from the Smartsheet connection.

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

Smartsheet data source fields

When you create a Smartsheet data source, you can configure some additional fields to specify which page of results the data source should retrieve.

Section

Field or selection

Description

Add new data source Operation Displays the operations available for the selected Connector. Depending on the selection the following fields are displayed:
  • Smartsheet - Get sheets:
    • Include all results: Enable or disable paging options. Yes returns a list of all results, No activates the following paging options.
    • Page: The page number to retrieve, if Include all results is No. Defaults to 1 if not specified. If you specify a value greater than the total number of pages, the last page of results is returned.
    • Items per page: The number of sheets per page, if Include all results is No.
    • Modified since: Retrieves only those sheets that have been modified since the date selected.