Create Spreadsheet activity

An activity that creates a spreadsheet in Google Sheets.

Configure the Create Spreadsheet activity

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher.

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Google Sheets tab.
On the Google Sheets tab, drag the Create Spreadsheet activity onto your process.

General Configuration

Specifies the basic settings for the Create Spreadsheet activity.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No

Field Name

Definition

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

Example:

This is a common configuration field that is used in many examples. Refer to:

Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:: Specifies an optional text description for your activity.
Accepted Values:: More than one line of text.
Default Value:: None
Accepts Process Data Variables:: No

Create Spreadsheet Configuration

Specifies the information to create a spreadsheet in Google Sheets.

Fields

Field Name	Definition
Google Workspace	Function: Specifies the access token that connects to your Google Workspace service. Accepted Values: A list of access tokens configured for your environment. Default Value: None
Create	Opens this Screen: Access Token for Google Workspace Function of this Screen: Configure an access token to connect to Google Workspace. Example: Refer to: (Example) How to Get the Access Token Credentials from Google Drive
Folder Path	Function: Specifies whether to select the path of the folder in which to create the spreadsheet in Google Sheets. Accepted Values: Choose Folder Path - Specifies an absolute path for the folder. When you select the access token from the Google Workspace field, this field shows the folders associated with the access token. Folder ID Or URL - Specifies the ID or URL for the folder. Default Value: Folder ID Or URL
Folder ID Or URL	Function: Specifies the ID or URL of the folder in which to create the spreadsheet in Google Sheets. Accepted Values: An integer that represents a folder ID. The folder ID comes from Google Sheets. One line of text (a string) in URL format that points to a folder URL. The folder URL comes from Google Sheets. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Spreadsheet Title	Function: Specifies the name of the spreadsheet to create in Google Sheets. Accepted Values: One line of text (a string) that can have letters, numbers, spaces, and special characters. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Store Response Spreadsheet ID In This Variable	Function: Specifies the process data variable to store the ID of the spreadsheet. The spreadsheet ID comes from Google Sheets. Accepted Values: A process data variable that accepts an alphanumeric string that can have special characters, but no spaces. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Store Response Spreadsheet URL In This Variable	Function: Specifies the process data variable to store the URL of the spreadsheet. The spreadsheet URL comes from Google Sheets. Accepted Values: A process data variable that accepts a URL. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?