Smartsheets can be imported and exported directly from the Supplier Web UI. Before the required Web UI components can be configured, however, a Smartsheet template must have already been created, as well as data export and import configurations.
For more information, refer to the Smartsheet Data and Template Configurations (here) and Smartsheet Import Configurations (here) sections of the documentation.
Note: In order to configure Smartsheet components in the Supplier Web UI, the user must be a member of a supplier item Web UI user group.
Three components are available for handling Smartsheets in the Supplier Web UI:
- Smartsheet Export Widget - Used to download Smartsheet template files. For more information, refer to the Smartsheet Export Widget section of the Web User Interfaces documentation here.
- Smartsheet Export Action - Used to export data from products in a workflow so that it can be edited in a Smartsheet. For more information, refer to the Smartsheet Export Action section of the Web User Interfaces documentation here.
- Smartsheet Import Action - Used to import modified or newly created product data into STEP. For more information, refer to the Smartsheet Import Action section of the Web User Interfaces documentation here.
Note: It is recommended that importing and exporting Smartsheets be done in the Web UI as needed; storing previously exported Smartsheets for repeated use can cause unexpected and undesirable results, including overwriting data. Further, if the server upon which the Web UI is hosted changes, the stored Smartsheets will no longer function.