The GoFormz-Smartsheet Integration seamlessly centralizes project data collection and ensures data is accurate, streamlining project management.
Note: Before getting started, you must first reach out to your GoFormz Account Manager to enable access to the Smartsheet application on your account.
Some Ways You Can Use Smartsheet with GoFormz
Instantly update and create rows within a Smartsheet sheet
Attach Form Images, Form PDF copies, and more
There are two steps to configuring a Smartsheet integration:
Creating a Smartsheet Connection: First, set up a connection to the Smartsheet application, giving GoFormz access to your Smartsheet account.
Creating a Smartsheet workflow: Contact your Account Manager or proservices@goformz.com to set up a Smartsheet workflow
CREATING A NEW SMARTSHEET CONNECTION
Before you begin, make sure that you have an existing Smartsheet account and you know the credentials for the account. To create a Smartsheet app connection, do the following:
Select Connected Apps from the More dropdown at the top of the GoFormz web app to navigate to the App Connections screen.
Click Add Connection in Smartsheet application block to bring up the Smartsheet login window.
Select the Authentication Method as Default.
Enter your Smartsheet credentials (username and password) and click Sign in. This step is omitted if you are already logged into your Smartsheet account. Please confirm that this is the appropriate account for your connection. If you do not want it to be tied to your personal account, you may need to enter incognito mode. Note, any future password changes associated with this account will require you to re-authenticate.
Click Allow on the screen displayed below to complete the integration. This will allow GoFormz to integrate with your Smartsheet account. GoFormz will not manage any of your Smartsheet settings.
Please note that whoever makes the connection of the application will be tied to the integration activity. For example, on the Upload File step, it will show the person who connected the app as the uploader of the file. We recommend creating a 'GoFormz Integration' account for your Smartsheet account, if you don't want the activity tied to your personal Smartsheet.
The new connection will appear on your Smartsheet Connections list with a generic name like “Smartsheet Connections - 1”. We recommend renaming your connection with a more descriptive name (e.g. including your Smartsheet username in the connection name), especially if you plan to use multiple Smartsheet connections. This will make it much easier to tell your connections apart from each other.
