I'm setting up my first data shuttle config... I want to set up a workflow that onloads specific isolated data from a Excel file on BOX and i want it to update the spend column on my smart sheet. The config is asking please select a unique identifier column at the name your workflow stage. Is this a issue because I'm…
How do I embed a SmartSheet into a Confluence page on Confluence Cloud ? This link seems to be ONLY for old Confluence 'on premise' versions: How to embed Smartsheets in Confluence using the HTML Macro | Confluence | Atlassian Documentation Requirement: I need to embed both a SmartSheet Project Plan and a Smartsheet sheet…
We manage all our users/licensing through AD integration. If an employee leaves and I'm not notified promptly, IT deletes their AD account and any sheets etc. they own become 'orphaned'. They still exist and can be viewed, but are locked and you get error messages that the owner is not part of our organization. I can…
Does anybody know if it's possible, and if so which add on products you need, to create a front facing user site that has a place to basically input or select a value, and then view data dynamically being pulled from a source sheet for just that value? The use case is that we have a lot of properties, so wanting to create…
Hello, I am attempting to use Data Shuttle to take data from a Smartsheet and putting it into an Excel file. However, when I attempt to find the Excel file in question when setting up the shuttle, it's nowhere to be found: Any idea why this is happening?
Form --> Sheet --> DynamicView We use a form to collect some basic information from new staff regarding remote work. The contents of this form are made available to the managers for review and approval of the remote work conditions. We use DynamicView to display the submissions because it is easy to show each manager only…
Hi - If I add an attachment to the Intake Sheet after the Profile Data sheet is generated will the attachments get updated? I see that it will add the attachment if it's already on the intake sheet row before it's triggered to create the folder for the project. But I want it to add new attachments like it does for the cell…
Hi All - Reposting, as it's showing that this was answered (but it was my own comment) Q1. Can I set-up Data Mesh to copy over data one time? Below is the settings that I think are correct, but unsure. I want the target to get the info from the source at the start, then the target will get updated manually. I don't want…
I have researched that currently we cannot export to pdf or excel in the grouping format that it shows in the Report. I have noticed that this has been discussed and mentioned for a few years but little information or anything to suggest it is actually being worked on. When will this be updated/timeline? As I unfortunately…
Is it possible for more than one person to edit a WorkApp? Or is it only configurable by the person who created it? Is it possible to transfer the ability to edit a WorkApp? Thanks!
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I'm running into an issue in Bridge where a row I just created via the Add Row module, is coming back as not found when I try to use a Get Row module, referencing the row it just created. Goal: I have a workflow where I am adding a row to Sheet B, by copying data from sheet A. When that new row is created, an Auto Number…
Hello! I am working on a new Data Shuttle workflow and have come across an issue I haven't encountered before. I have to run an annual audit on a list of employees through a third-party site. I am able to download the query results of the audit from the third-party site, and I would like to use Data Shuttle to add results…
I have a DataTable that is currently populated by a DataShuttle. When I upload the source report to a sheet, the data gets added into the DataTable via DataShuttle. The DataShuttle is configured to "add rows when added to the source file" and "update rows as they change in the source file". The unique column identifier is…
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