User guide
#Embedding Smartsheet data into Confluence
Smartsheet for Confluence can embed any type of Smartsheet template, including:
Grid sheets
Project management grids with Gantt charts
Task lists
Data entry forms
Reports (Read only)
Dashboards (Read only)
This version of the app allows you to embed sheets in two different ways:
#Option 1. Using the public Smartsheet URL
For the first option, you will need access to a Smartsheet account, or someone with access to the account must follow the next steps.
In Smartsheet, select your desired sheet and go to the Publish button located on the right menu.
After the pop-up opens, decide the publishing permissions you want to grant to that sheet and click on the toggle to turn on the feature, and click on Get Link to access the URL to share.
Inside this pop-up, you will find the publish link that we will use to share the sheet.
Now you are ready to use the sheet inside your Confluence page.
Once you have a publish link, go to your Confluence page, write /smartsheet, and a pop-up will open on your page.
Paste the link in the Smartsheet URL field, and click on Insert
Now you can see your sheet shared!
If you don't need to see a preview or adjust the macro's Width and Height, you can simply paste the publish link in the Confluence. The app's Smart Link functionality will immediately detect the link and embed it without the need to open the macro.
#Option 2: Using the Smartsheet Gallery dropdown
After connecting your Smartsheet account, a dropdown field called smartsheet gallery will appear in the macro. After this, it is really simple to embed your sheets into Confluence. You just need to follow the next steps:
Type /smartsheet to launch the app and select Smartsheet for Confluence macro.
Then click on the Smartsheet gallery dropdown. Here, you will see all the sheets that you own or that have been shared with you.
After selecting the table you want to share, a selection panel will open. Here, you just need to choose the type of table you want to embed, depending on your needs and the permissions you want to grant your team regarding how they will interact with the sheet.
If you want to learn more about the different types of tables and permissions scopes, go to the Tables Types section
Finally, after reviewing the preview and making all the adjustments needed, click on Insert
#Supported views
All Smartsheet views are supported:
Grid view
Card view
Gantt view
Calendar view
#Changing views
Smartsheet content will be displayed by default in the grid view.
To change the view of a sheet:
Click on the View dropdown from the embedded sheet in Confluence.
and enjoy the view!
Note that if you embed a read-only HTML link, only a basic version of the grid view is available. Using this sharing option will not allow viewing the sheet in card view, Gantt view, or calendar view.
#Accessing depublished sheets
If the publish option used to generate the embed link changes, the sheet will become unavailable on the Confluence page where it is embedded. To solve this issue, ask the sheet owner to revert the change.
For example:
A sheet was shared in Read Only - Full
The publish option was then changed to Edit by Anyone
As a consequence, Confluence users start getting this error screen:
The sheet owner then set the permission back to Read Only - Full
The embedded sheet resumed normally by simply reloading the page
#Disconnect your Smartsheet account
If you are willing to disconnect the Smartsheet account you linked with your Confluence profile, you need to follow the next steps:
Open a new Smartsheet macro or edit an existing one.
In the macro, click on Log out and confirm that you want to log out
That's it; you unlinked your account and all the data embedded in it via the gallery of that account.
Note that after logging out, the embedded sheets from that account will no longer render, and the page will display only a blinking Smartsheet logo.
If you want to log in again to the same or another account, you can do it without any problem. If you log in again to the same account, you can fix the broken sheets by clicking on edit; the app will automatically detect which sheet was previously embedded and restore it if you click on the save button.
#Gallery
In the gallery view, you can quickly see and access all the Smartsheet boards located in a specific Confluence space.
Check the Gallery View to learn more about accessing it and all its features.
