Does a workflow in a Data Shuttle have the ability to pull an updated report in a SharePoint Folder?
I have set up a workflow in one of my sheets to have the source location as "OneDrive & SharePoint" and then selected the file from a specific folder. In this folder, a new report is posted weekly and I would like the workflow to select that new report each week to update the workflow. Is that possible? I know you can do workflows to have them automatically update if you manually upload a file to the smartsheet, but I am wondering if it can read the SharePoint system to pull that updated folder each week? If not, then I will have to go into the workflow weekly to update which document to pull from?
Answers
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Data Shuttle looks for a file by name in OneDrive. What I would do is use Power Automate to stage the file for Smartsheet to pick up, and then either delete it or overwrite it with the new file the next week. As long as Data Shuttle runs once a week, and the file is there and has the same name each time, Data Shuttle will pick it up.
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