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The Create Spreadsheet and Sheet template creates a new spreadsheet or sheet within an existing one. It will check for any existing sheets or spreadsheets before running, and return the appropriate IDs to the original chain afterwards. This feature is commonly used to create sheets that document workspace, environment, and chain details.

Requirements

• You must have access to the Client ID and Client Secret through your OAuth2 grant.
• The following connectors must be configured in your workspace:
  • Workiva
  • HTTP Request
  • Tabular Transformation
  • Handlebars
  • JSON

Build your chain

The Create Spreadsheet and Sheet template is located in the Workiva Chains section of the Templates screen.

Here's how to find it:

1. In Chain Builder, go to the Templates dynamic_feed tab.
2. Select Workiva Chains from the menu at the top.
3. Search for Create Spreadsheet and Sheet at the top right and open the template.

After locating your template, configure it to for your workspace using the variables and runtime inputs listed below.

Note: For detailed instructions on creating a chain from a template, see the Create and manage chains article.

Variables

Runtime inputs

Input Type	Name	Description
Group Field	Spreadsheet-Options	Group field with the spreadsheet inputs below.
Open Text Box within Spreadsheet Options Group Field	SpreadsheetName	Name of the spreadsheet that will be created or that already exists.
Open Text Box within Spreadsheet Options Group Field	SpreadsheetID	Spreadsheet ID that contains the sheet where all the information will be created.
Group Field	Sheet-Options	Group field with the sheet inputs below.
Open Text Box within Sheet Options Group Field	Sheet-ID	ID of the sheet where the data will be written or already exists.
Open Text Box within Sheet Options Group Field	Sheet-Name	Name of the sheet with which it will be created or already exists.
Open Text Box within Sheet Options Group Field	Sheet-Index	Integer index of the sheet relative to its parent sheet or to the spreadsheet, if no parent sheet exists. To position a sheet at the end of its siblings, use the special value -1.
Open Text Box within Sheet Options Group Field	Sheet-Parent-Id	ID of the parent sheet that will be created or already exists.

 

 

Use with a Run Chain event

You can also run this chain from another chain using a Run Chain event.

Note: You must create the OAuth2 Grants and Workspace Variables before executing this chain.

Troubleshooting

If your chain triggered an error or failed to update the correct data, check that the following is true:

• The user has permission to view the created spreadsheet.
• The Client ID, Secret, and Base URLs are correct.