Smartsheet Connector Objects
This feature is a Beta Service. A customer may opt to try a Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms. If you have questions or feedback about this Beta Service, contact the Data 360 Connector team at datacloud-connectors-beta@salesforce.com.
| Name | Description |
|---|---|
| InfoAttachments | Retrieve detailed information about Smartsheet attachments, which can be associated with comments, rows, or sheets, providing a comprehensive view of file dependencies. |
| InfoCellHistory | Access the historical changes of specific cells in Smartsheet, enabling detailed audit and tracking capabilities. |
| InfoCells | Explore individual cell data in Smartsheet rows, offering granular insights into sheet contents. |
| InfoColumns | Retrieve metadata and properties of columns in Smartsheet sheets or reports, essential for understanding sheet structures. |
| InfoComments | Access comments within discussions in Smartsheet, providing insights into collaboration history. |
| InfoContacts | Query Smartsheet user contact details, facilitating management of personal and shared connections. |
| InfoDiscussions | Analyze discussion threads, including comments, tied to specific rows or sheets for better communication tracking. |
| InfoFavorites | Retrieve a user’s favorite items in Smartsheet, helping prioritize frequently accessed content. |
| InfoFolders | Explore folder structures in Smartsheet, including user-level folders and workspace organization. |
| InfoGroups | Retrieve group information for enhanced user management and role-based permissions in Smartsheet. |
| InfoHome | Access items available on the Smartsheet Home tab, offering a centralized view of user-permissible objects. |
| InfoReports | Query Smartsheet reports, providing insights into custom aggregated data across sheets. |
| InfoReportShares | Query the Sharing operations of Reports. |
| InfoRows | Retrieve detailed row data, including cells, discussions, and attachments, for enhanced row-level analysis. |
| InfoServerInformation | Access Smartsheet server information and application constants, useful for API integrations. |
| InfoShares | Retrieve sharing configurations for Smartsheet reports, sheets, and workspaces to manage access controls. |
| InfoSheets | Explore detailed metadata and structure of Smartsheet sheets, including their components like columns, rows, and attachments. |
| InfoSheetShares | Query the Sharing operations of Sheets. |
| InfoTemplates | Retrieve Smartsheet template information to streamline the creation of standardized sheets. |
| InfoUsers | Query user data within an organization for administrative and reporting purposes. |
| InfoWorkspaces | Access workspace-level details, including sheets and folders, for better organizational insights. |
| InfoWorkspaceShares | Query the Sharing operations of Workspaces. |
| ReportSalesActivityAndTeamObjectives | Analyze sales activities and team objectives using a dedicated Smartsheet report for performance tracking. |
| ReportTasksandEvents | Access detailed task and event data within a Smartsheet report for efficient planning and monitoring. |
| SheetContentCalendar | Manage and analyze the Sheet_Content_Calendar, designed for scheduling and content tracking. |
| SheetCustomerOrderTrackingHistory | Track and analyze historical customer order data using the Sheet_Customer_Order_Tracking_History. |
| SheetEventPlanBudget | Plan, budget, and track event-related data with the Sheet_Event_Plan_Budget table. |
| SheetExpenseReport | Manage and analyze expense reports effectively using the Sheet_Expense_Report table. |
| SheetGanttProjectwithHardDeadline | Track and manage projects with fixed deadlines using a Gantt-style layout in this Smartsheet table. |
| SheetJobCandidateTracker | Track and manage job candidate progress and information with the Sheet_Job_Candidate_Tracker table. |
| SheetSalesActivityTrackingbyRepMonth | Monitor sales activity by representative and month with the Sheet_Sales_Activity_Tracking_by_Rep_Month table. |
| SheetSimpleSalesPipeline | Simplify sales tracking using the Sheet_Simple_Sales_Pipeline table for streamlined data management. |
| SheetTeamObjectivesTracker | Monitor and track team objectives efficiently using the Sheet_Team_Objectives_Tracker. |
| SheetTeamTaskListbyPriority | Prioritize and manage team tasks with the Sheet_Team_Task_List_by_Priority table. |
| SheetWebFormTest | Test and analyze web form data integration using the Sheet_WebFormTest table. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | A unique identifier assigned to each attachment for tracking and retrieval purposes. | |
| Name | String | False | No | The user-assigned or system-generated name of the attachment, helping identify its content or purpose. | |
| Url | String | False | No | A temporary URL that allows access to the attachment file for download or viewing. | |
| UrlExpiresInMillis | Long | False | No | The lifespan, in milliseconds, of the temporary URL before it expires and becomes inaccessible. | |
| AttachmentType | String | False | No | The category of the attachment, such as FILE or external integrations like GOOGLE_DRIVE, BOX_COM, or DROPBOX. | |
| AttachmentSubType | String | False | No | Specifies the subtype for GOOGLE_DRIVE (for example, DOCUMENT, SPREADSHEET) or EGNYTE attachments (for example, FOLDER), providing further detail on the content format. | |
| CreatedAt | Timestamp | False | No | The timestamp indicating when the attachment was first added to the system. | |
| UserId | String | False | No | The unique identifier of the user who uploaded or created the attachment. | |
| UserEmail | String | False | No | The email address of the user who added the attachment, used for contact or audit purposes. | |
| UserName | String | False | No | The full name of the user who uploaded the attachment, displayed for reference. This is read-only. | |
| MimeType | String | False | No | The file type of the attachment, expressed as a multipurpose internet mail extension (MIME) type (for example, image/png or application/pdf). | |
| ParentType | String | False | No | Indicates the type of Smartsheet object the attachment is associated with, such as SHEET, ROW, or COMMENT. | |
| ParentId | String | False | No | The unique identifier of the parent object (for example, sheet or row) that the attachment belongs to. | |
| SizeInKb | Long | False | No | The size of the attachment file in kilobytes, applicable only for attachments of type FILE. | |
| SheetId | String | False | No | The unique identifier of the sheet to which the attachment is linked. | |
| RowId | String | False | No | The unique identifier of the row within a sheet where the attachment is associated. | |
| DiscussionId | String | False | No | The unique identifier of the discussion thread to which the attachment is linked. | |
| CommentId | String | False | No | The unique identifier of the comment in which the attachment is embedded. | |
| FilePath | String | False | No | The file path on the local system used to insert the attachment into Smartsheet. | |
| ContentEncoded | String | False | No | The BASE64-encoded representation of the file’s content, used when uploading files. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Value | String | False | No | The most recent content in the cell, which could include text, numbers, or the result of a formula. This value represents the cell’s current state. | |
| ModifiedAt | Datetime | False | No | The date and time when the cell was last updated. This helps in identifying the most recent activity in the cell. | |
| EditorName | String | False | No | The full name of the user who made the latest changes to the cell. This provides clarity about who is responsible for updates. | |
| EditorEmail | String | False | No | The email address of the user who last modified the cell, allowing for easy communication or audit purposes. | |
| SheetId | String | False | No | A unique identifier for the sheet containing this cell. This links the cell to its corresponding sheet in Smartsheet. | |
| RowId | String | False | No | A unique identifier for the row in which this cell is located. This helps in pinpointing and managing specific rows. | |
| ColumnId | String | False | No | A unique identifier for this cell’s column enables efficient column-based operations or analysis. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | The unique identifier of the column that contains the cell. This is a reference to the parent column in the sheet’s schema. | |
| Value | String | False | No | The actual content of the cell, which can be a string, number, or boolean, representing the cell’s primary data. | |
| DisplayValue | String | False | No | The formatted version of the cell’s content as displayed to the user in the Smartsheet UI, reflecting applied formats and rules. | |
| ColumnType | String | False | No | The type of data or content allowed in the column (for example, text, date, dropdown) as defined in the column’s schema. | |
| Formula | String | False | No | The formula applied to the cell, if any, used to compute dynamic values based on other cell references. | |
| Format | String | False | No | Descriptor specifying the visual formatting of the cell, such as text style, color, or alignment. | |
| ConditionalFormat | String | False | No | The formatting applied to the cell based on conditional rules set at the column or sheet level. | |
| Strict | Boolean | False | No | Indicates if strict parsing rules are applied to the cell’s value. Defaults to true; set to false for more lenient value handling. | |
| SheetId | String | False | No | The unique identifier of the sheet to which this cell belongs. | |
| RowId | String | False | No | The unique identifier of the row containing this cell, representing its position in the sheet. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | True | No | The unique identifier for the column, used to reference it programmatically. | |
| Index | Integer | False | No | The numeric position of the column in the sheet, starting at 0 for the first column. | |
| Title | String | False | No | The displayed name of the column, as shown in the Smartsheet interface. | |
| Primary | Boolean | True | No | Indicates whether this column is the primary column, which typically contains key identifiers or names for rows. | |
| Type | String | False | No | The functional data type of the column, determining how data is stored and validated. | |
| OptionsAggregate | String | False | No | A list of selectable options for the column, applicable for columns like dropdowns or picklists. | |
| ContactOptions | String | False | No | Array of the contact options available for the column. | |
| Hidden | Boolean | False | No | Indicates whether the column is hidden in the Smartsheet interface. | |
| Symbol | String | False | No | Represents visual markers or indicators used in the column, with values varying by column type (for example, checkboxes, picklists). | |
| ColumnType | String | False | No | The system-defined column type. | |
| TagsAggregate | String | True | No | Defines system tags for the column, used to indicate roles in features like Gantt charts or calendars (for example, ‘gantt_duration’). | |
| Width | Integer | False | No | The pixel width used to display the column in the sheet’s user interface. | |
| Format | String | False | No | The applied formatting settings for the column, such as text alignment or date format. | |
| FilterType | String | True | No | Specifies the type of filter applied to the column, with options such as ‘list’ for predefined values or ‘custom’ for user-defined filters. | |
| Locked | Boolean | False | No | Indicates whether the column is locked, preventing edits by all users except the owner or admin. | |
| LockedForUser | Boolean | False | No | Indicates whether the column is locked for the current user based on their permissions. | |
| SheetId | String | True | No | The unique identifier of the sheet to which this column belongs. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | A unique identifier assigned to each comment, ensuring it can be referenced distinctly. | |
| Text | String | False | No | The main content of the comment, containing the user’s input or feedback. | |
| UserName | String | False | No | The name of the user who authored the comment, useful for identifying contributors. | |
| UserEmail | String | False | No | The email address of the user who authored the comment, allowing for communication or verification. | |
| CreatedAt | Datetime | False | No | The timestamp indicating when the comment was originally created. | |
| ModifiedAt | Datetime | False | No | The timestamp indicating the most recent update or edit made to the comment. | |
| AttachmentsAggregate | String | False | No | A serialized array of attachment objects associated with the comment, providing access to related files. | |
| DiscussionId | String | False | No | The unique identifier of the discussion thread to which the comment belongs. | |
| SheetId | String | False | No | The unique identifier of the sheet where the comment is located. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | A unique identifier assigned to each contact, used to differentiate them within the database. | |
| Name | String | False | No | The full name of the contact, typically including both first and last names. | |
| String | False | No | The primary email address associated with the contact, used for communication purposes. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | A unique identifier for the discussion within the Smartsheet. | |
| Title | String | False | No | The subject or headline of the discussion, providing a brief summary of its content. | |
| AccessLevel | String | False | No | Indicates the user’s permission level for accessing the discussion (for example, view, edit). | |
| ParentId | String | False | No | The unique identifier of the row or sheet directly associated with the discussion. | |
| ParentType | String | False | No | Specifies whether the discussion is linked to a row or a sheet. Possible values include: SHEET or ROW. | |
| LastCommentedAt | Datetime | False | No | The timestamp indicating when the most recent comment was added to the discussion. | |
| LastCommentBy | String | False | No | The full name of the user who made the latest comment in the discussion. | |
| CreatorName | String | False | No | The full name of the user who initiated the discussion. | |
| ReadOnly | Boolean | False | No | Indicates if the discussion is in a read-only state, preventing any modifications. | |
| SheetId | String | False | No | The unique identifier of the sheet where the discussion is located. | |
| RowId | String | False | No | The unique identifier of the row associated with the discussion. | |
| FirstDiscussionComment | String | False | Yes | A special input-only field for adding the initial comment to a new discussion. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| ObjectId | String | False | No | A unique identifier for the item that has been marked as a favorite. For favorite items of the type ‘template,’ only private sheet-type template IDs are permitted. | |
| Type | String | False | No | Specifies the category of the favorite item. Possible values include ‘workspace’ for a collection of sheets and reports, ‘folder’ for a grouping of related items, ‘sheet’ for individual sheets, ‘report’ for consolidated data views, and ‘template’ for reusable sheet designs. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | A system-generated unique identifier for the folder, used to reference it programmatically. | |
| Name | String | False | No | The user-defined name of the folder, typically representing its content or purpose. | |
| Permalink | String | False | No | A direct, shareable URL linking to the folder within Smartsheet, useful for quick access. | |
| Favorite | Boolean | False | No | Indicates whether the user has marked the folder as a favorite for easier navigation in their Home tab. | |
| WorkspaceId | String | False | No | The unique identifier of the workspace that contains this folder, useful for context within a workspace hierarchy. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | A unique identifier for the group, used as the primary key. | |
| Name | String | False | No | The descriptive name of the group, typically used for display and identification. | |
| Description | String | False | No | A brief summary or details about the purpose or function of the group. | |
| Owner | String | False | No | The email address of the user who owns or administers the group. | |
| OwnerId | String | False | No | The unique identifier for the user who owns or manages the group. | |
| CreatedAt | Datetime | False | No | The timestamp indicating when the group was initially created. | |
| ModifiedAt | Datetime | False | No | The timestamp indicating the most recent update or change made to the group. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| SheetsAggregate | String | False | No | An array containing details about all sheet objects associated with the home information. | |
| FoldersAggregat | String | False | No | An array containing details about all folder objects within the current context of the home environment. | |
| ReportsAggregat | String | False | No | An array containing details about all report objects, providing insights into shared or owned reports in the home scope. | |
| TemplatesAggregat | String | False | No | An array containing details about all template objects available within the home context, used for creating new sheets. | |
| WorkspacesAggregat | String | False | No | An array containing details about all workspace objects, representing collaborative spaces within the home environment. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | A unique identifier for the report, used as the primary key for reference. | |
| Name | String | False | No | The descriptive name of the report, typically used to identify its purpose or content. | |
| FolderId | String | False | No | The unique identifier of the folder where the report is stored, indicating its organizational structure. | |
| WorkspaceId | String | False | No | The unique identifier of the workspace containing this report, representing its broader context and ownership. | |
| Permalink | String | False | No | URL that represents a direct link to the report in Smartsheet. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | The unique identifier of this share. | |
| ReportId [KEY] | String | False | No | The Id of the report. | |
| Type | String | False | No | The type of this share. Possible values: USER or GROUP. | |
| UserId | String | False | No | The user Id for a user share. | |
| GroupId | String | False | No | The group Id of a group share. | |
| String | False | No | The email address for a user share. | ||
| Name | String | False | No | The full name for a user share where the user is also a contact. The group name for a group share. | |
| AccessLevel | String | False | No | The access level for the user or group on the shared object. | |
| Scope | String | False | No | The scope of the share (ITEM or WORKSPACE). | |
| CreatedAt | Datetime | False | No | Time that the share was created. | |
| ModifiedAt | Datetime | False | No | Time that the share was modified. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | A unique identifier for the row, assigned by Smartsheet. This value is guaranteed to be unique within the sheet. | |
| RowNumber | Integer | False | No | The sequential number of the row within the sheet, starting at 1. Useful for referencing rows in a user-friendly way. | |
| Version | Integer | False | No | Indicates the current version of the sheet. This number increments each time a modification is made to the sheet. | |
| FilteredOut | Boolean | False | No | Indicates if this row is excluded from view by an applied column filter. True means the row is hidden; False means it is visible. | |
| InCriticalPath | Boolean | False | No | True if this row is part of the critical path in a project sheet with dependencies enabled. Useful for project planning and scheduling. | |
| Locked | Boolean | False | No | Indicates if the row has been locked by the sheet owner or admin to prevent changes. | |
| LockedForUser | Boolean | False | No | Indicates if the row is locked for the current user based on their permissions. | |
| Expanded | Boolean | False | No | Shows whether the row is currently expanded to reveal child rows or collapsed to hide them. | |
| AccessLevel | String | False | No | Defines the user’s access permissions to the sheet containing this row (for example, Viewer, Editor, Admin). | |
| Format | String | False | No | Describes the visual format applied to the row, such as font color, background color, and text styles. | |
| ConditionalFormat | String | False | No | Specifies the visual format applied to the row due to a conditional formatting rule. | |
| CreatedAt | Datetime | False | No | The timestamp when the row was initially created in Smartsheet. | |
| ModifiedAt | Datetime | False | No | The timestamp when the row was last modified. Helps track changes over time. | |
| Permalink | String | False | No | A permanent URL linking directly to this row in Smartsheet for easy access. | |
| ParentId | String | False | No | The unique identifier of the parent row, if this row is part of a hierarchical structure. | |
| SiblingId | String | False | No | The unique identifier of the previous sibling row at the same hierarchical level. Useful for determining row order. | |
| ToTop | Boolean | False | No | A flag indicating if the row should be moved or inserted at the top of the sheet. | |
| ToBottom | Boolean | False | No | A flag indicating if the row should be moved or inserted at the bottom of the sheet. | |
| Above | Boolean | False | No | A flag indicating if the row should be moved or inserted above another specified row. | |
| SheetId | String | False | No | The unique identifier of the sheet to which this row belongs. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| SupportedLocales | String | False | No | An array of locale strings supported by Smartsheet, used for regional and language settings. | |
| FormatsDefaults | String | False | No | Describes default format settings for display in the Smartsheet Web application when no custom format values are applied. | |
| FontFamily | String | False | No | Defines the font families available, including additional metadata about each font. | |
| FontSize | String | False | No | Specifies font sizes in points, representing the height of characters in text. | |
| Bold | String | False | No | Indicates if text is bolded. Possible values include ‘none’ (not bolded) and ‘on’ (bolded). | |
| Italic | String | False | No | Indicates if text is italicized. Possible values include ‘none’ (not italicized) and ‘on’ (italicized). | |
| Underline | String | False | No | Indicates if text is underlined. Possible values include ‘none’ (no underline) and ‘on’ (underlined). | |
| Strikethrough | String | False | No | Indicates if text has a strikethrough effect. Possible values include ‘none’ (no strikethrough) and ‘on’ (strikethrough applied). | |
| HorizontalAlign | String | False | No | Defines horizontal text alignment within cells. Possible values include ‘none’, ‘left’, ‘center’, ‘right’. | |
| VerticalAlign | String | False | No | Defines vertical text alignment within cells. Possible values include ‘top’, ‘middle’, ‘bottom’. The default value is ‘top’. | |
| Color | String | False | No | Specifies text and background color in hex format. If ‘none’, applications use default colors (for example, Black for text, White for background). | |
| Currency | String | False | No | Lists supported currency codes (for example, USD, EUR) along with their respective symbols. | |
| ThousandsSeparator | String | False | No | Determines if numbers display a thousands separator (for example, 1,000). Possible values include ‘none’ (no separator) and ‘on’ (separator applied). | |
| NumberFormat | String | False | No | Specifies how numbers are formatted. Possible values include ‘none’, ‘NUMBER’, ‘CURRENCY’, ‘PERCENT’. | |
| TextWrap | String | False | No | Indicates whether text wraps within the cell. Possible values include ‘none’ (no wrap) and ‘on’ (text wraps). |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | A unique identifier assigned to this share, used to differentiate it from other shares. | |
| Type | String | False | No | Specifies whether the share is for an individual user (USER) or a group (GROUP). | |
| UserId | String | False | No | The unique identifier of the user associated with this share when the share type is USER. | |
| GroupId | String | False | No | The unique identifier of the group associated with this share when the share type is GROUP. | |
| String | False | No | The email address of the user receiving the share, used for sending notifications and identifying the user. | ||
| Name | String | False | No | The full name of the user or the name of the group associated with the share. For users, this is shown if they are also a contact. | |
| AccessLevel | String | False | No | Defines the level of access granted to the user or group, such as Viewer, Editor, or Admin, on the shared object. | |
| Subject | String | False | No | The subject line of the optional email notification sent to inform the recipient about the share. | |
| Message | String | False | No | The body text of the optional email notification sent to provide details or context about the share. | |
| CcMe | Boolean | False | No | Indicates whether the sharer should receive a copy of the notification email sent to the recipient. True if enabled. | |
| WorkspaceId | String | False | No | The unique identifier of the workspace that is shared. | |
| SheetId | String | False | No | The unique identifier of the sheet that is shared within the workspace. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | A unique identifier assigned to the sheet, used for referencing it programmatically or in APIs. | |
| Name | String | False | No | The descriptive name of the sheet, visible to users in the Smartsheet interface. | |
| Owner | String | False | No | The email address of the user who owns the sheet and has primary control over its permissions and content. | |
| OwnerId | String | False | No | The unique identifier of the user who owns the sheet, used for internal user management. | |
| Permalink | String | False | No | A permanent, shareable URL that provides direct access to the sheet in Smartsheet. | |
| SourceId | String | False | No | The unique identifier of the original sheet or template from which this sheet was created, useful for tracing its origin. | |
| SourceType | String | False | No | Indicates whether the source object for this sheet was a ‘sheet’ or a ‘template’, helping to categorize its origin. | |
| CreatedAt | Datetime | False | No | The timestamp indicating when the sheet was first created in Smartsheet. | |
| ModifiedAt | Datetime | False | No | The timestamp of the most recent modification made to the sheet’s content or properties. | |
| Version | Long | False | No | A revision number incremented with each change made to the sheet, useful for tracking updates. | |
| TotalRowCount | Long | False | No | The total number of rows currently present in the sheet, reflecting its data capacity or usage. | |
| AccessLevel | String | False | No | The permission level of the current user for this sheet, such as ‘viewer’, ‘editor’, or ‘admin’. | |
| ReadOnly | Boolean | False | No | Indicates if the sheet is in read-only mode, typically due to an expired trial or restricted permissions. | |
| GanttEnabled | Boolean | False | No | Specifies whether the Gantt chart feature is enabled for this sheet, allowing project timelines to be visualized. | |
| DependenciesEnabled | Boolean | False | No | Shows if dependency tracking is active, used for managing task relationships and schedules. | |
| ResourceManagementEnabled | Boolean | False | No | Indicates if resource management tools are enabled, supporting workload and capacity planning. | |
| Favorite | Boolean | False | No | Indicates whether the user has marked this sheet as a favorite, making it easier to locate in their Home tab. | |
| ShowParentRowsForFilters | Boolean | False | No | Specifies if the ‘Show Parent Rows’ option is enabled for filtering, helping to display hierarchical context. | |
| FromId | String | False | No | The unique identifier of the template from which the sheet was originally created, used for template-based organization. | |
| WorkspaceId | String | False | No | The unique identifier of the workspace where the sheet is stored, aiding in categorization and collaboration. | |
| FolderId | String | False | No | The unique identifier of the folder containing the sheet, for better organization within Smartsheet. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | The unique identifier of this share. | |
| SheetId [KEY] | String | False | No | The Id of the sheet. | |
| Type | String | False | No | The type of this share. Possible values: USER or GROUP. | |
| UserId | String | False | No | The user Id for a user share. | |
| GroupId | String | False | No | The group Id of a group share. | |
| String | False | No | The email address for a user share. | ||
| Name | String | False | No | The full name for a user share where the user is also a contact. The group name for a group share. | |
| AccessLevel | String | False | No | The access level for the user or group on the shared object. | |
| Scope | String | False | No | The scope of the share (ITEM or WORKSPACE). | |
| CreatedAt | Datetime | False | No | Time that the share was created. | |
| ModifiedAt | Datetime | False | No | Time that the share was modified. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | A unique identifier assigned to each template, ensuring it can be distinctly referenced. | |
| Name | String | False | No | The user-defined name of the template, used for display and identification purposes. | |
| Description | String | False | No | A detailed overview or summary of the template’s purpose and contents. | |
| TemplateType | String | False | No | Specifies the type or category of the template, such as ‘project plan’ or ‘budget sheet’. | |
| AccessLevel | String | False | No | Defines the level of user permissions on the template, such as ‘read-only’ or ‘editor’. | |
| Permalink | String | False | No | A permanent, unique URL linking directly to the template for easy sharing or access. | |
| Image | String | False | No | The URL pointing to an image representing the template, often used in visual displays or previews. | |
| Locale | String | False | No | Indicates the language and region settings for the template, such as ‘en-US’ or ‘fr-FR’. | |
| FolderId | String | False | No | The unique identifier of the folder where the template is stored, helping to organize templates. | |
| WorkspaceId | String | False | No | The unique identifier of the workspace containing the template, useful for multi-user collaboration. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | A unique identifier assigned to each user, used to differentiate them within the system. | |
| AccountId | String | False | No | The unique identifier of the account to which the user belongs, establishing account association. | |
| AccountName | String | False | No | The name of the account associated with the user, providing a human-readable reference. | |
| String | False | No | The email address registered for the user, used for communication and login purposes. | ||
| Name | String | False | No | The user’s full name as it appears in the system, combining first and last name. | |
| FirstName | String | False | No | The user’s first name, typically used in personal greetings and identification. | |
| LastName | String | False | No | The user’s last name, often used for formal identification. | |
| Admin | Boolean | False | No | Indicates whether the user is a system administrator with privileges to manage accounts and other users. | |
| Locale | String | False | No | The language and regional settings associated with the user, impacting date formats and other locale-specific elements. | |
| TimeZone | String | False | No | The user’s timezone, used to localize date and time information across the platform. | |
| LicensedSheetCreator | Boolean | False | No | Indicates if the user holds a license to create and own sheets within the system. | |
| GroupAdmin | Boolean | False | No | Specifies whether the user can create and manage groups, granting them group admin privileges. | |
| ResourceViewer | Boolean | False | No | Indicates if the user has access to view resource management features such as workload views. | |
| Status | String | False | No | The current status of the user within the system. Possible values include: ACTIVE, PENDING, or DECLINED. | |
| GroupId | String | False | No | The unique identifier of the group to which the user belongs, if applicable. | |
| Company | String | False | No | The name of the company the user is associated with. Populated only when filtering by user Id. | |
| Department | String | False | No | The department within the company that the user is part of. Populated only when filtering by user Id. | |
| MobilePhone | String | False | No | The user’s mobile phone number. This field is populated only when filtering by user Id. | |
| LastLogin | String | False | No | The timestamp of the user’s last login. Only populated if the user has logged in and an Id filter is applied. | |
| Role | String | False | No | The role or position of the user within their organization. Populated only when filtering by user Id. | |
| Title | String | False | No | The professional title of the user within their organization. Populated only when filtering by user Id. | |
| WorkPhone | String | False | No | The user’s work phone number. This field is populated only when filtering by user Id. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | A globally unique identifier (GUID) for the workspace, used to distinguish it from other workspaces. | |
| Name | String | False | No | The user-defined name of the workspace, used for organization and identification. | |
| Favorite | Boolean | False | No | Indicates whether the workspace has been marked as a favorite by the user for quick access. | |
| AccessLevel | String | False | No | Specifies the permissions level assigned to the user for this workspace, such as Viewer, Editor, or Admin. | |
| Permalink | String | False | No | A permanent URL that provides a direct link to access the workspace within Smartsheet. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Id [KEY] | String | False | No | The unique identifier of this share. | |
| WorkspaceId [KEY] | String | False | No | The Id of the workspace. | |
| Type | String | False | No | The type of this share. Possible values: USER or GROUP. | |
| UserId | String | False | No | The user Id for a user share. | |
| GroupId | String | False | No | The group Id of a group share. | |
| String | False | No | The email address for a user share. | ||
| Name | String | False | No | The full name for a user share where the user is also a contact. The group name for a group share. | |
| AccessLevel | String | False | No | The access level for the user or group on the shared object. | |
| Scope | String | False | No | The scope of the share (ITEM or WORKSPACE). | |
| CreatedAt | Datetime | False | No | Time that the share was created. | |
| ModifiedAt | Datetime | False | No | Time that the share was modified. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| Sheet Name | String | False | No | The name of the sheet representing sales activity and team objectives, providing a top-level identifier for the report. | |
| Primary | String | False | No | The primary column, typically used as a key identifier or main reference point for each row in the sales activity and objectives table. | |
| Responsible | String | False | No | Indicates the individual or team responsible for the associated sales activity or objective, helping to assign accountability. | |
| Pace | String | False | No | Represents the pace at which sales activities are progressing, helping track velocity against goals. | |
| Percent to Goal | String | False | No | Shows the percentage completion towards the specified sales goals, aiding in performance tracking. | |
| Due Date | Datetime | False | No | The target completion date for the sales activity or objective, allowing for effective time management and planning. | |
| Actual | String | False | No | Records the actual performance or results achieved in the sales activity, enabling comparison with the target goals. | |
| Quota | String | False | No | Specifies the target or quota assigned for the sales activity, serving as a benchmark for performance evaluation. | |
| Comments | String | False | No | Provides additional notes or remarks related to the sales activity or objectives, offering context or insights for each entry. | |
| State | String | False | No | Denotes the current status or condition of the sales activity, such as ‘In Progress,’ ‘Completed,’ or ‘Pending.’ |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| RowId [KEY] | String | False | No | A unique identifier for each row in the sheet, corresponding to the RowId field in the Smartsheet API. | |
| Sheet Name | String | False | No | The name of the sheet this row belongs to, as retrieved from the Smartsheet API. | |
| Primary | String | False | No | The primary column for the sheet, used to identify the key attribute of each row. | |
| Assigned To | String | False | No | The individual or team responsible for the task or event, as designated in the sheet. | |
| Comments | String | False | No | Additional notes or comments provided for the task or event. | |
| Status | String | False | No | The current status of the task or event, such as ‘In Progress,’ ‘Completed,’ or ‘Not Started.‘ | |
| Due | Datetime | False | No | The due date and time for the task or event, formatted as a datetime object. | |
| Due Date | Datetime | False | No | The specific due date for the task or event without the time component. | |
| Budget | String | False | No | The budget associated with the task or event, often used for financial tracking. | |
| Assigned | String | False | No | The person or entity to whom the task or event is currently assigned. | |
| Actual | String | False | No | The actual cost, time, or resource allocation for the task or event. | |
| Notes & Comments | String | False | No | Detailed notes and comments related to the task or event, providing additional context. | |
| Reviewed | Boolean | False | No | A boolean flag indicating whether the task or event has been reviewed (true or false). | |
| Progress | String | False | No | A textual or percentage-based indication of the task’s progress, such as ‘50%’ or ‘Halfway Complete.’ |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| RowId [KEY] | String | False | No | The unique identifier for a row in the sheet, used to track specific entries in the calendar. | |
| Prio | String | False | No | Indicates the priority of the content, such as High, Medium, or Low, to assist in scheduling and resource allocation. | |
| Image | String | False | No | References the associated image file or URL, if any, for the content being planned. | |
| Title & Link | String | False | No | Represents the title of the content and optionally includes a hyperlink to additional details or resources. | |
| Details | String | False | No | Provides a detailed description of the content, including key themes or objectives. | |
| Assigned To | String | False | No | Specifies the person or team responsible for creating or managing the content. | |
| Draft Due | Datetime | False | No | The deadline for submitting the draft version of the content, ensuring timely reviews. | |
| Draft Status | String | False | No | Tracks the current progress of the draft, such as In Progress, Completed, or Pending Review. | |
| Approved By | String | False | No | Records the name of the individual or group that approved the content for publication. | |
| Objective | String | False | No | Describes the primary goal or purpose of the content, such as increasing engagement or promoting a product. | |
| Target | String | False | No | Defines the intended audience or demographic for the content. | |
| Media Type | String | False | No | Categorizes the content by type, such as Article, Video, or Social Media Post. | |
| Art Required | Boolean | False | No | Indicates whether custom artwork or graphics are needed for the content. | |
| Placement | String | False | No | Specifies where the content will be published or distributed, such as a website, social media, or print. | |
| Publication Date | Datetime | False | No | The planned date for the content to go live or be released to the public. | |
| Keywords | String | False | No | Lists relevant keywords for search optimization or content categorization. | |
| Live | Boolean | False | No | Indicates whether the content has been published and is currently live. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| RowId [KEY] | String | False | No | A unique identifier for each row in the order tracking history, corresponding to the API field for record identification. | |
| PO | String | False | No | The purchase order number associated with the customer order, retrieved from the API. | |
| PO Date | Datetime | False | No | The date when the purchase order was created, as specified in the API data. | |
| Ship Date | Datetime | False | No | The date the order was shipped, sourced from the API field tracking shipment details. | |
| Shipped Via | String | False | No | The shipping carrier or method used for the order, as recorded in the API. | |
| Invoice Amount | String | False | No | The total amount billed on the invoice for the order, provided by the API. | |
| Invoice Number | String | False | No | The unique identifier for the invoice related to the order, matching the API data. | |
| Inv Date | Datetime | False | No | The date the invoice was generated for the order, as recorded in the API. | |
| Terms | String | False | No | The payment terms agreed upon for the invoice, as defined in the API. | |
| Paid | Boolean | False | No | Indicates whether the invoice has been fully paid (true) or not (false), based on API data. | |
| Date Paid | Datetime | False | No | The date when the invoice payment was completed, if applicable, from the API. | |
| Payment | String | False | No | Details about the payment method or transaction used for settling the invoice, as sourced from the API. | |
| Check # | String | False | No | The check number associated with the payment, if a check was used, as recorded in the API. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| RowId [KEY] | String | False | No | A unique identifier for each row, used to distinguish individual entries within the table. | |
| Task Name | String | False | No | The name or title of the task associated with this event plan, providing a clear descriptor of its purpose. | |
| Assigned | String | False | No | The individual or team responsible for completing the task, used to track accountability. | |
| Status | String | False | No | The current state of the task, such as ‘Not Started,’ ‘In Progress,’ or ‘Completed.‘ | |
| Progress | String | False | No | A visual or numerical representation of how much of the task has been completed. | |
| $ Each | String | False | No | This column is dynamic and maps to the corresponding field in the API. | |
| Qty | String | False | No | The quantity of items or resources required for the task, essential for accurate budgeting. | |
| Budget | String | False | No | The allocated budget for the task, used to monitor financial planning. | |
| Actual | String | False | No | The actual amount spent on the task, allowing for budget versus actual comparisons. | |
| Comments | String | False | No | Additional notes or details about the task, providing context or clarification. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| RowId [KEY] | String | False | No | The unique identifier for each row in the expense report sheet. Corresponds to the Row ID in the Smartsheet API. | |
| Date | Datetime | False | No | The date associated with the expense entry, formatted as a datetime value. | |
| Description | String | False | No | A brief description or note about the expense, such as its purpose or details. | |
| Expense Category | String | False | No | The category to which the expense belongs, such as Travel, Meals, or Office Supplies. | |
| Amount | String | False | No | The monetary value of the expense, stored as a string for API consistency. | |
| Manager Approved | Boolean | False | No | Indicates whether the manager has approved this expense (true or false). | |
| Comment | String | False | No | Additional comments or notes about the expense provided by the user or manager. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| RowId [KEY] | String | False | No | A unique identifier for each row, used to reference the specific task or item in the API. | |
| At Risk | Boolean | False | No | Indicates whether the task is at risk of missing its deadline or completion target. | |
| Task Name | String | False | No | The name or title of the task, used for identifying and tracking work items. | |
| Start Date | Datetime | False | No | The planned start date and time for the task, critical for scheduling and dependencies. | |
| End Date | Datetime | False | No | The planned end date and time for the task, representing its deadline or completion target. | |
| Assigned To | String | False | No | The name or unique identifier of the person or team assigned to complete the task. | |
| Status | String | False | No | The current status of the task (for example, Not Started, In Progress, Completed). | |
| Duration | String | False | No | The total time allocated for the task, typically measured in days or hours. | |
| % Complete | String | False | No | The percentage of the task that has been completed, useful for tracking progress. | |
| Predecessors | String | False | No | Specifies tasks that must be completed before this task can start, helping to define dependencies. | |
| Comments | String | False | No | Additional notes or information about the task, often used for collaboration or clarification. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| RowId [KEY] | String | False | No | The unique identifier for each row in the tracker, corresponding to a specific candidate record in the API. | |
| Candidate Name | String | False | No | The full name of the candidate being tracked in the hiring process. | |
| Next Steps | String | False | No | Details the upcoming actions or decisions required for the candidate, such as scheduling an interview or extending an offer. | |
| Comments | String | False | No | Contains notes or remarks from hiring managers or interviewers about the candidate. | |
| Status | String | False | No | Indicates the current stage of the candidate in the hiring process, such as ‘Applied’, ‘Interviewed’, or ‘Hired’. | |
| RYG | String | False | No | Represents a red-yellow-green status indicator to visually track candidate progress or priority. | |
| Start Date | Datetime | False | No | The proposed or confirmed start date for the candidate, if hired. | |
| Hiring Mgr | String | False | No | The name of the hiring manager responsible for the candidate’s recruitment process. | |
| Referral Source | String | False | No | Indicates how the candidate was sourced, such as ‘Referral’, ‘Job Board’, or ‘Career Fair’. | |
| Hire Type | String | False | No | Specifies the type of hire, such as ‘Full-Time’, ‘Part-Time’, ‘Contractor’, or ‘Intern’. | |
| Compensation | String | False | No | Details the offered or agreed compensation package for the candidate, including salary or hourly rate. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| RowId [KEY] | String | False | No | The unique identifier for each row, dynamically mapped to the corresponding field in the API. | |
| Monthly Metric | String | False | No | The specific sales metric tracked for the month, dynamically linked to the API field. | |
| Quota | String | False | No | The assigned sales target or goal for the month, pulled dynamically from the API. | |
| Actual | String | False | No | The actual sales performance achieved for the month, as recorded in the API. | |
| Percent to Goal | String | False | No | The percentage of the quota achieved for the month, dynamically calculated and mapped via the API. | |
| Variance | String | False | No | The difference between the actual sales and the quota, indicating overachievement or shortfall. | |
| Pace | String | False | No | The rate of progress toward meeting the monthly sales goal, dynamically updated via the API. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| RowId [KEY] | String | False | No | The unique identifier for each row, corresponding to the unique field in the API. | |
| Status | String | False | No | Represents the current state of the opportunity, such as Open, Closed, or In Progress. | |
| Company Logo | String | False | No | Stores the URL or file reference to the company’s logo associated with the opportunity. | |
| Opportunity | String | False | No | The name or identifier of the sales opportunity being tracked. | |
| Contact Name | String | False | No | Full name of the primary contact person for the opportunity. | |
| Sales Stage | String | False | No | Indicates the current stage in the sales pipeline, such as Qualification, Proposal, or Negotiation. | |
| Forecast Amount | String | False | No | The projected revenue amount for the opportunity. | |
| Probability | String | False | No | Percentage likelihood that the opportunity will be successfully closed. | |
| Weighted Forecast | String | False | No | Calculated value of Forecast Amount multiplied by the Probability, representing the weighted revenue. | |
| Expected Close Date | Datetime | False | No | The date by which the opportunity is expected to close. | |
| Sales Rep | String | False | No | The name of the sales representative responsible for the opportunity. | |
| Next Step | String | False | No | Describes the next action or task planned to progress the opportunity. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| RowId [KEY] | String | False | No | A unique identifier for each row, corresponding to the Row ID field in the Smartsheet API. | |
| Task Name | String | False | No | The name or title of the task, used to identify objectives being tracked in the sheet. | |
| Responsible | String | False | No | The individual or team assigned responsibility for completing the task. | |
| State | String | False | No | The current status of the task, such as ‘Not Started,’ ‘In Progress,’ or ‘Completed.‘ | |
| Due Date | Datetime | False | No | The deadline for the task, represented as a date and time, used for scheduling and tracking purposes. | |
| Comments | String | False | No | Additional notes or comments related to the task, providing context or updates for collaborators. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| RowId [KEY] | String | False | No | The unique identifier for each row in the task list, dynamically mapped to the corresponding field in the API. | |
| RYG | String | False | No | Indicates the red-yellow-green (RYG) priority or status flag for a task, dynamically mapped to the corresponding field in the API. | |
| Task | String | False | No | The title or name of the task, dynamically mapped to the corresponding field in the API. | |
| Assigned To | String | False | No | The name or unique identifier of the individual or team responsible for the task, dynamically mapped to the corresponding field in the API. | |
| Reviewed | Boolean | False | No | A flag indicating whether the task has been reviewed, dynamically mapped to the corresponding field in the API. | |
| Status | String | False | No | The current status of the task (for example, In Progress, Completed), dynamically mapped to the corresponding field in the API. | |
| Due | Datetime | False | No | The due date and time for the task, dynamically mapped to the corresponding field in the API. | |
| Notes & Comments | String | False | No | Additional notes or comments related to the task, dynamically mapped to the corresponding field in the API. |
| Name | Type | ReadOnly | References | FilterOnly | Description |
|---|---|---|---|---|---|
| RowId [KEY] | String | False | No | A unique identifier for each row, typically used to reference and track specific entries in the web form. | |
| Form Field 1 | String | False | No | Represents the first field in the web form, typically used to collect user input or specific details. | |
| Form Field 2 | String | False | No | Represents the second field in the web form, used to capture additional user-provided information. | |
| Form Date Field | Datetime | False | No | Stores the date and time associated with the web form submission, providing a timestamp for tracking and analysis. |