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Bizagi BPM Suite User Guide

Bizagi BPM Suite documentation · Configuring and using the Smartsheet connector Overview The Smartsheet connector for Bizagi is available for download at Bizagi Connectors Xchange

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Page 1: Bizagi BPM Suite documentation · Configuring and using the Smartsheet connector Overview The Smartsheet connector for Bizagi is available for download at Bizagi Connectors Xchange

Bizagi BPM SuiteUser Guide

Page 2: Bizagi BPM Suite documentation · Configuring and using the Smartsheet connector Overview The Smartsheet connector for Bizagi is available for download at Bizagi Connectors Xchange

2Copyright © 2002-2016 Bizagi. All rights reserved. 2

Table of Contents

Part I Configuring and using theSmartsheet connector 3

Page 3: Bizagi BPM Suite documentation · Configuring and using the Smartsheet connector Overview The Smartsheet connector for Bizagi is available for download at Bizagi Connectors Xchange

PartIConfiguring and using theSmartsheet connector

Page 4: Bizagi BPM Suite documentation · Configuring and using the Smartsheet connector Overview The Smartsheet connector for Bizagi is available for download at Bizagi Connectors Xchange

4Copyright © 2002-2016 Bizagi. All rights reserved.

Configuring and using the Smartsheet connector

OverviewThe Smartsheet connector for Bizagi is available for download at Bizagi Connectors Xchange.

Through this connector, you will be able to connect your Bizagi processes to your corporate

Smartsheet account and services.

For more information about this connector's capabilities, visit Bizagi Connectors Xchange.

Before you startIn order to test and use this connector, you will need:

1. Bizagi Studio previously installed.

2. This connector previously installed, via the Connectors Xchange as described at http://

help.bizagi.com/bpmsuite/en/index.html?Connectors_Xchange.htm, or through a manual installation

as described at http://help.bizagi.com/bpmsuite/en/index.html?Connectors_install.htm.

3. An account at www.smartsheet.com and a valid API token.

Configuring the connectorIn order to configure the connector (i.e its authentication parameters), follow the steps presented at the

Configuration chapter in http://help.bizagi.com/bpmsuite/en/index.html?Connectors_install.htm.

For this configuration, consider the following authentication parameters:

· Authentication method: Custom.

· Token: The generated API Access token of your Smartsheet system (as requested and managed by

an admin account, through API access options).

Page 5: Bizagi BPM Suite documentation · Configuring and using the Smartsheet connector Overview The Smartsheet connector for Bizagi is available for download at Bizagi Connectors Xchange

5Copyright © 2002-2016 Bizagi. All rights reserved.

Using the connectorThis connector features an available method of Smartsheet services, which basically allows you to

directly create sheets in your account.

To learn overall how/where to configure the use of a connector, refer to http://help.bizagi.com/

bpmsuite/en/index.html?Connectors_Studio.htm.

When using the connector, ensure you consider the following details for the available method.

Page 6: Bizagi BPM Suite documentation · Configuring and using the Smartsheet connector Overview The Smartsheet connector for Bizagi is available for download at Bizagi Connectors Xchange

6Copyright © 2002-2016 Bizagi. All rights reserved.

Create new sheetThis action allows you to dynamically create a new sheet in your Smartsheet workspace.

To configure its inputs, consider:

· Name: The name given to the new sheet.

· Columns[], title: Ensure you map a collection of your Bizagi data model into columns. Similarly,

specify which attribute of that collection holds the different names for your multiple columns created

in the sheet.

Page 7: Bizagi BPM Suite documentation · Configuring and using the Smartsheet connector Overview The Smartsheet connector for Bizagi is available for download at Bizagi Connectors Xchange

7Copyright © 2002-2016 Bizagi. All rights reserved.

To configure its outputs when getting started and testing, you may map the response Permalink from

output (which stores the direct link to the new sheet):

For more information about this method's use, refer to Smartsheet's official documentation at http://

help.smartsheet.com/customer/portal/articles/1072100.

Page 8: Bizagi BPM Suite documentation · Configuring and using the Smartsheet connector Overview The Smartsheet connector for Bizagi is available for download at Bizagi Connectors Xchange

8Copyright © 2002-2016 Bizagi. All rights reserved.

Page 9: Bizagi BPM Suite documentation · Configuring and using the Smartsheet connector Overview The Smartsheet connector for Bizagi is available for download at Bizagi Connectors Xchange