Does the Smartsheet Calendar app allow ownership transfers?

Danielle O'Connell

I'm attempting to transfer ownership of all my Smartsheet items, but am struggling with some of the premium applications in finding a way to transfer the ownership without the new owner having to rebuild everything. Specifically the calendar app is giving me trouble (data shuttle too!). Does anyone know how you can transfer the ownership of the premium calendar app builds to a new owner?

Julie Fortney

You're in luck! Sys Admins can transfer calendars between users, a feature just added last month: https://www.smartsheet.com/content-center/calendar-app-admin-transfer-now-available#:~:text=The%20individual%20the%20calendar%20is,calendar(s)%20to%20transfer.

As for Data Shuttle, there's unfortunately no way to transfer those. I'll take this opportunity to shamelessly plug an enhancement request I posted to give us more functionality to view and share Data Shuttle workflows. Feel free to upvote 😀

Share Data Shuttle Workflows

Julie Fortney

Sep 28, 2022

We are fortunate to have multiple Data Shuttle gurus in our organization, but it has become difficult to track who owns the workflows that manage different dropdowns and sheet rows. It would be fantastic if there were ways for all users to easily identify what dropdowns/rows are being updated via Data Shuttle workflows, and better yet, be able to view or edit them. Here's a sample scenario, along with some suggested improvements:

Scenario: We populate project-selection dropdowns on many different forms using Data Shuttle. Today a team member contacted me because one form's project-selection dropdown was missing some recent projects. I wasn't able to tell any of the following:

1. Is the dropdown list maintained manually or via Data Shuttle?
2. If via Data Shuttle, who owns that workflow?
3. What are the workflow settings?

To make troubleshooting easy, I recommend the following:

1. Add an indication to the sheet that a Data Shuttle workflow is in play. (e.g. a note in the column settings that says "* Dropdown list managed via Data Shuttle workflow."
2. Better yet, make the note say, "* Dropdown list managed via Data Shuttle workflow owned by user xyz."
3. As the best option, make that note a clickable link that takes you to the Data Shuttle workflow itself. The owner of the workflow could enable view and edit permissions on each workflow.

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One way to make it slightly less painful to have someone else set up the Data Shuttle workflows is to use ScribeHow to easily capture each screen and provide the other user with the settings needed to set them up in their account.