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Smartsheet

Smartsheet is a software as a service offering for collaboration and work management. It is used to assign tasks, track project progress, manage calendars, share documents, and manage other work, using a tabular user interface.

For more information on Smartsheet, see the company website.

In the context of Nintex Automation Cloud, Smartsheet is a connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events..

The Smartsheet connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. is used to create connections for Smartsheet actions A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process.. 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.

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Create a Smartsheet connection

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.

Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.

Smartsheet account requirements

  • The account you use to create a connection for Smartsheet is the account that has access to the Smartsheet actions.
  • This connection requires you to grant the Nintex Automation Cloud domain access to the following Smartsheet data:
    • View basic user information, including name and email
    • Read sheets, including attachments and comments
    • Update sheets, including attachments and comments
    • Modify sheet columns and settings

Create a Smartsheet data lookup

Use the Smartsheet data lookup to create a drop-down list of Smartsheet spreadsheets in a form. Each data lookup is configured for a specific Smartsheet account. You can create as many data lookups as you need. For more information on creating a data lookup and assigning permissions to it, see Data lookups.

For 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 allow users to select from a drop-down list that has values sourced from a third-party service.. The Data lookup form control uses a Smartsheet - Get sheets data lookup to list the spreadsheets associated with the Smartsheet connection.

You can create a data lookup to:

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

Smartsheet data lookup fields

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

To access the data lookup fields, in the Add data lookup section, select the Connector and the Operation.

The following operations are available for the Smartsheet connector:

  • Smartsheet - Get sheets

Operation

Field or selection

Description
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.

    Considerations

    • Nintex Automation Cloud and Smartsheet support of Date and DateTime differ. Nintex Automation Cloud only supports DateTime while Smartsheet only supports Date. When using the Smartsheet connector actions Nintex Automation Cloud adds a DateTime with the time portion being ignored by Smartsheet. When using the variables in Nintex Automation Cloud the variable type is displayed as DateTime.

    • Custom strings from Smartsheet cannot be parsed in Date variables as this is not supported by Nintex Automation Cloud.

    • Nintex Automation Cloud stores time in UTC format. Workflow and form variables as well as fields which use DateTime must be used with consideration because the browser recognizes the time zone which it is currently in and sends the time in that format. This can result in the wrong day being sent to Smartsheet (e.g. selecting 5 February 2023 10:00 pm in EST equates to 6 February 2023 03:00 am in UTC).