Smartsheet

Procedures and concepts for the Smartsheet integration.

The following documentation is for Smartsheet v2.0.0 (BDK).

Overview

Smartsheet is a dynamic work management platform that combines spreadsheet functionality with project management features. This integration enables automated sheet updates, project tracking, resource management, and collaborative workflow automation. Improve project organization and team productivity.

Prerequisites

1. Required Books

The following Book(s) need to be added to your agent so it can learn and understand the automation procedures defined within them:

• Smartsheet

How to Add the Book(s)

1. Go to Books → All Books.

2. Search for the name of the book and click on it.

3. Click on Install or Add Connection to add the book to your agent.

4. If adding a connection, you'll be prompted for connectivity details.

Connectivity

This section outlines the available methods for connecting to the Book, along with the required configuration details for each.

This books supports the connectivity methods described in this section.In here you will find information about what information is required in order to employ each method.

Connect using token

Authenticate with the provided token.

Label	Description	Type
token	Smartsheet API token used for authentication	sensitive

Procedures

to add some content to a sheet

Append the contents of a table into an existing sheet.

This procedure adds new rows from a table to an existing sheet, matching the table columns to the sheet's existing column structure.

Input Concepts

Concept	Description	Type	Required	Default Value
sheet	The sheet to add the content to.	smartsheet sheet	Yes	(no default)
content	The table object to append.	table	Yes	(no default)

Output Concepts

Concept	Description	Type
answer	the sheet the content was appended to	smartsheet sheet

Examples

Append the contents of a table in a sheet

get a sheet whose name is "Invoices"
>>>
create a table where
the column names are "Product Id", "Price"
insert a row in the table where
    the Product Id is "00003"
    the Price is 313
use the table as the content
>>>
add the content to the sheet

to get some (sheet's columns)

Get a sheet's columns.

This procedure retrieves all columns from a sheet, including their names and types.

Input Concepts

Concept	Description	Type	Required	Default Value
sheet	The sheet to get columns for	smartsheet sheet	Yes	(no default)

Output Concepts

Concept	Description	Type
sheet's columns	a list of columns	smartsheet column

Examples

Get the sheet's columns

get a sheet whose name is "Invoices"
get the sheet's columns

to get some (sheet's rows)

FILTER - CAPABLE

Get a sheet's rows.

This procedure retrieves all rows from a sheet, or can filter rows based on specific column values.

Input Concepts

Concept	Description	Type	Required	Default Value
sheet	The sheet to get rows for	smartsheet sheet	Yes	(no default)

Output Concepts

Concept	Description	Type
sheet's rows	a list of rows	smartsheet row

Examples

Get the sheet's rows

get a sheet whose name is "Invoices"
get the sheet's rows

to get some (sheets)

FILTER - CAPABLE

Gets all sheets.

This procedure can get a list of all sheets, as well as getting a single sheet by filtering by its name.

Output Concepts

Concept	Description	Type
sheets	A list of sheets	smartsheet sheet

Examples

Get all sheets

get some sheets

Get a sheet by name

get the sheet whose name is "Products"

to get some (workspaces)

FILTER - CAPABLE

Gets all workspaces.

This procedure can get a list of all workspaces, as well as getting a single workspace by filtering by its name.

Output Concepts

Concept	Description	Type
workspaces	A list of workspaces	smartsheet workspace

Examples

Get all workspaces

get some workspaces

Get a workspace by name

get a workspace whose name is "Workspace Name"

to insert a (new column) in a sheet

Inserts a column in a sheet.

This procedure adds a new column to a sheet at a specific position, allowing you to specify the column name and type.

Input Concepts

Concept	Description	Type	Required	Default Value
sheet	The sheet to add the column to	smartsheet sheet	Yes	(no default)
name	Name of column to add	text	Yes	(no default)
column type	Type of column to add	enum[abstract_datetime, checkbox, contact_list, date, datetime, multi_contact_list, multi_picklist, picklist, predecessor, text_number]	Yes	(no default)
index	Index of column to add (First index is 1)	number	Yes	(no default)

Output Concepts

Concept	Description	Type
new column	the created column	smartsheet column

Examples

Insert a new column at index

get a sheet whose name is "Products"
>>>
insert a new column in the sheet where
    the name is "Product Type"
    the column type is "TEXT_NUMBER"
    the index is 2

to insert a (new row) in a sheet

Append a row in a sheet.

This procedure adds a new row to a sheet with the specified values, and can optionally indent the row under an existing parent row.

Input Concepts

Concept	Description	Type	Required	Default Value
sheet	The sheet to add the row to	smartsheet sheet	Yes	(no default)
values	List of values to insert	boolean or number or text	Yes	(no default)
parent row	An existing row under which the new row will be indented	smartsheet row	No	(no default)

Output Concepts

Concept	Description	Type
new row	the created row	smartsheet row

Examples

Append a new row to a sheet

get a sheet whose name is "Documents"
insert a new row in the sheet where
    the values are 384230, "Invoice", "Completed"

to write the content in a workspace

Set the contents of a table to a new sheet.

This procedure creates a new sheet within a workspace and populates it with the contents of a table, including all columns and rows.

Input Concepts

Concept	Description	Type	Required	Default Value
workspace	Workspace to create the sheet in.	smartsheet workspace	Yes	(no default)
sheet name	The name of the new sheet.	text	Yes	(no default)
content	The table object to set in the sheet.	table	Yes	(no default)

Output Concepts

Concept	Description	Type
answer	the created sheet	smartsheet sheet

Examples

Set the contents of a table into a new sheet

get a workspace whose name is "Workspace Name"
>>>
create a table where
the column names are "Product Id", "Price"
insert a row in the table where
    the Product Id is "00003"
    the Price is 313
use the table as the content
>>>
write the content in the workspace
      the sheet name is "Product Sheet"

Concepts

Smartsheet sheet

A Sheet in Smartsheet

Field Name	Description	Type
id	The id of the sheet	number
name	The name of the sheet	text

Smartsheet column

A column from a sheet.

Field Name	Description	Type
id	The id of the column	optional[number]
title	The name of the column	text
column_type	The type of the column	enum[abstract_datetime, checkbox, contact_list, date, datetime, multi_contact_list, multi_picklist, picklist, predecessor, text_number]
index	The index of the column	number

Smartsheet row

A row from a sheet.

Field Name	Description	Type
id	The id of the row	optional[number]
row_number	The number of the row	optional[number]
cells	list of the cells from the row	list of smartsheet cell
content	a dictionary of column name to cell value in that column	optional[json]
parent_row_id	the id of the parent row if this row is indented	optional[number]

Smartsheet cell

A cell from a sheet.

Field Name	Description	Type
column_id	The id of the column for the cell	number
column_title	The title of the column for the cell	text
row_id	The id of the row for the cell	optional[number]
value	The value of the cell	any

Smartsheet workspace

A Workspace in Smartsheet

Field Name	Description	Type
id	The id of the workspace	number
name	The name of the workspace	text