This article details the default field mappings and scheduled strategies installed with the Smartsheet with OnePlan integration.
Integration Information
OnePlan Changes
Once the integration is complete, three things will occur in the OnePlan integration page:
- Integration Line-Item Creation.
- Integration Event Creation.
- An integration is established, signifying the successfully setup and activation of the synchronization process between OnePlan and Smartsheet.
- Smartsheet Availability in Connected Systems.
- After completion, Smartsheet becomes accessible within the Connected Systems icon, indicating its successful integration with OnePlan.
Integration Line-Item Details
Each entry in the Integration section provides an overview of OneConnect Integrations associated with the OnePlan Work Plan, offering a comprehensive list of connected systems.
Integration Events and Data Synchronization
Integration events facilitate automated responses, allowing data transfer from OnePlan to Smartsheet. When triggered, the OnePlanPublish strategy is activated for any item linked to Smartsheet. This process ensures that mapped values from OnePlan are updated within Smartsheet.
Triggers for Event Activation
- At the plan details page in OnePlan: This occurs after modification and automatic saving of an item.
- At the backlog section in OnePlan: This action is initiated after editing a field and clicking Save.
Identifying Connected Systems
Any item connected to Smartsheet will display the Smartsheet icon on both the My Portfolio page and the Work Plan Backlog page, indicating the association between plans/tasks and Smartsheet.
Connected Items
To link an item from OnePlan to Smartsheet:
- Navigate to the Work Plan – Backlog page.
- Click on the plug icon (Connected Systems Icon).
- Select the option to connect to an existing item in Smartsheet or create a new item.
- Once connected, the Connected Systems window allows for Import, Export, or Opening of the Smartsheet plan-level item.
Plans – Sheets
|
OnePlan Fields |
Smartsheet Fields |
Direction |
Notes |
|---|---|---|---|
|
Name |
Name |
Both |
Required |
|
Owner |
Owner |
Both |
Recommended |
Tasks – Sheet Rows
|
OnePlan Fields |
Smartsheet Fields |
Direction |
Notes |
|---|---|---|---|
|
Assigned To |
Assigned To |
Both |
|
|
Due |
Finish |
Smartsheet to OnePlan |
Recommended |
|
Name |
Task Name |
Both |
Required |
|
% Done |
% Complete |
Both |
|
|
Start |
Start |
Both |
|
|
Status |
Status |
Both |
|
|
Task Dependency |
Predecessor |
Both |
Lookup Tables - Lookup Tables
|
OnePlan Fields |
Smartsheet Fields |
Direction |
Notes |
|---|---|---|---|
| Status (Task) | Status | 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.
OnePlanUpdate
Publish data from Smartsheet to OnePlan.
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.
This strategy will bring in all Smartsheet (or equivalent work item type) and their associated work item types into OnePlan. It is recommended that a filter be put in place to limit what work item types are desired to be brought over. To facilitate large-scale data manipulation, this strategy now efficiently processes multiple records simultaneously. Additionally, for consistency and accuracy alignment between Smartsheet and OnePlan, the strategy will automatically remove tasks from OnePlan if they are deleted in Smartsheet. This deletion specifically applies to backlog items and does not affect plans within OnePlan
OnePlanPublish
Publish data from OnePlan to Smartsheet.
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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