As you get started using Bridge by Smartsheet, you’ll encounter different concepts and terminologies. Read on to learn more about them.
Workflows
Workflows in Bridge automate your business processes. You can use workflows to connect different items in your Smartsheet account, and Smartsheet to other systems. When you create a workflow in Bridge, these are the elements you’ll work with:
- Integrations
- Triggers
- Modules
- Data references
- Junctions
- States
Integrations
With integrations, you can use Bridge to内容连接到其他第三方系统, using them to send or receive information from and to Bridge. Some integrations can also trigger your workflows.
Callback URLs for third-party systems
Some third-party systems will require a callback URL to complete the setup for Bridge in that system. This URL allows the third-party to call Bridge and enables Bridge to work with that system. Bridge's callback URL ishttps://oauth.bridge.smartsheet.com/api/settings/oauth/oauth2callback.
Triggers
For a workflow to run, it needs to detect a go-signal.Triggers act like go-signals in a workflow. They can be based on:
- 一个n integration,
- 一个schedule, or
- 一个different workflow.
You can also customize a trigger to be based on aspecific webhook.
Modules
Modules are the various elements of integrations andutilities. Think of modules as the action(s) that happen when your workflow detects the trigger. You can use them to:
- 推动更新工作流程,
- pull information into a workflow in real time, or
- manipulate already gathered data for use in other parts of the workflow.
当你使用custom-built integration or utility modules in your workflow, you’ll see aCustom Builttag when editing the module. If you’re interested in custom implementation options, contact your Smartsheet advisor. Orreach out to our sales team.
Data References
Instead of manually entering the values you need in a workflow, you canuse data references. What they do is reference values and inputs located elsewhere.
You can reference data from:
- the Run Log
- 一个state, or
- 一个child workflow.
Child Workflows
Child Workflows一个re workflows triggered by another workflow, called aParent Workflow. This may be useful when your workflow is complex, as breaking it into multiple pieces makes it easier to read.
Additionally, you might have several workflows where a portion of each is the same. Instead of building the same steps over and over, you can build it in a Child Workflow. Then you can trigger it from all the other workflows.
Junctions
Junctionslet you route workflows in different directions as needed.
States
States一个re the individual stages of a workflow. They act like data collectors in workflows.
The State name influences the data references in the workflow. Changing a State name after you’ve set data references in your module will require you to update the data references for the workflow to run successfully.