This article details the default field mappings and scheduled strategies installed with the Smartsheet with OnePlan integration.
This integration focuses on Sheets in Smartsheet becoming Plans in OnePlan, and the rows within Smartsheet will appear as Schedules items in the OnePlan Work Plan. The reverse is also possible, Plans within OnePlan will become a sheet in Smartsheet, and any Scheduled items in OnePlan Work Plan will become a row item in Smartsheet.
Plans – Sheets
|
OnePlan Fields |
Smartsheet Fields |
Direction |
Notes |
|---|---|---|---|
|
Name |
Name |
Both |
Required |
|
Owner |
Owner |
Both |
Recommended |
Tasks – SheetRows
|
OnePlan Fields |
Smartsheet Fields |
Direction |
Notes |
|---|---|---|---|
|
Name |
Task Name |
Both |
Required |
|
Status |
Status |
Both |
|
|
Assigned To |
Assigned To |
Both |
|
|
Start |
Start |
Both |
|
|
Due |
Finish |
Smartsheet to OnePlan |
Recommended |
|
% Done |
% Complete |
Both |
|
|
Task Dependency |
Predecessor |
Both |
SynchLookups: Synchronizes lookups from Smartsheet to OnePlan.
Note
If there is no Template ID set in the integration, all newly created columns within Smartsheet will appear at the Plans – Sheets table and not the Tasks – SheetRows tables for field mappings. Because of this, SynchLookups will not run as intended, and we do encourage that the client turn off the strategy.
OnePlan Update: Publish data from Smartsheet to OnePlan.
Note
This strategy has a filter within the Smartsheet - OnePlan > Sheets – Plans section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan Contact about filtering the information being brought in from Smartsheet. If this filter is removed (and not replaced with an alternative filter), all items will be brought into OnePlan.
OnePlanPublish: Publish data from OnePlan to Smartsheet.
Note
This strategy has a filter within the OnePlan - Smartsheet > Plans – Sheets section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan Contact about filtering the information being brought into Smartsheet. If this filter is removed (and not replaced with an alternative filter), all items will be brought into Smartsheet.
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