Smartsheet connection

Introduction

A Smartsheet connection, created using the Smartsheet connector, establishes access to Smartsheet. Once a connection is configured, you can create instances of Smartsheet activities associated with that connection to be used either as sources (to provide data in an operation) or as targets (to consume data in an operation).

Create or edit a Smartsheet connection

A new Smartsheet connection is created using the Smartsheet connector from one of these locations:

• The design component palette's Project endpoints and connectors tab (see Design component palette).
• The Global Connections page (see Create a global endpoint in Global Connections).

An existing Smartsheet connection can be edited from these locations:

• The design component palette's Project endpoints and connectors tab (see Design component palette).
• The project pane's Components tab (see Component actions menu in Project pane Components tab).
• The Global Connections page (see Edit a global endpoint in Global Connections).

Configure a Smartsheet connection

Configuration of a Smartsheet connection includes these fields:

• Connection Name: Enter a name to use to identify the connection. The name must be unique for each Smartsheet connection and must not contain forward slashes / or colons :. This name is also used to identify the Smartsheet endpoint, which refers to both a specific connection and its activities.

• Smartsheet Access Token: Enter the Smartsheet access token (obtained during OAuth 2.0 configuration).

• Test: Click to verify the connection using the provided configuration. When the connection is tested, the latest version of the connector is downloaded by the agent(s) in the agent group associated with the current environment. This connector supports suspending the download of the latest connector version by using the Disable Auto Connector Update organization policy.

• Save Changes: Click to save and close the connection configuration.

• Discard Changes: After making changes to a new or existing configuration, click to close the configuration without saving. A message asks you to confirm that you want to discard changes.

• Delete: After opening an existing connection configuration, click to permanently delete the connection from the project and close the configuration (see Component dependencies, deletion, and removal). A message asks you to confirm that you want to delete the connection.

Next steps

After a Smartsheet connection has been created, you place an activity type on the design canvas to create activity instances to be used either as sources (to provide data in an operation) or as targets (to consume data in an operation).

Menu actions for a connection and its activity types are accessible from the project pane and design component palette. For details, see Actions menus in Connector basics.

These activity types are available:

• Delete Sheet: Deletes a sheet from Smartsheet and is intended to be used as a target in an operation.

• Import Sheet: Imports a sheet into Smartsheet and is intended to be used as a target in an operation.

• Get Sheet: Retrieves a sheet from Smartsheet and is intended to be used as a source in an operation.