Sending form attachments to their own smartsheet or google drive folder

edited 12/09/19 in API & Developers
07/11/19 Edited 12/09/19

Hi everyone,

We're currently trying to create a system that accepts form entries with attachments and stores those attachments in their own folder as soon as they are submitted. Preferrably, we would like this folder to update in real time and remove any attachments that are replaced when the same user uploads a different file on the same form, but we're taking baby steps here. Is there any way to accomplish this? The API looks a bit like it might hold my solution but I'm not entirely sure how to use it. Thanks!

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Jack,

    How would you use it? There might be another solution.

    Can you describe your process in more detail That would make it easier to help?

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Essentially, this is how we want the process to go:

     

    1. User submits an attachment via the form we've created.

    2. The form responses and attachment are sent to the smartsheet spreadsheet, as designed.

    3. JUST the attachment from the form is sent to a separate external folder (be it google drive or a smartsheet folder) that is updated in real time. Essentially this folder is linked to the spreadsheet.

    4. Whenever a user edits their form response, the original file is deleted and the newly uploaded file replaces it.

  • Does there seem to be any kind of system in place that would allow for this?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    My initial idea is that it might be possible with a third-party service called Zapier.

    Is that an option?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • That would be great but it doesn't look like the files from the smartsheet are able to transfer over via Zapier. Any idea how that could work?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Unfortunately, It doesn't seem like it would work with Zapier. The two solutions I can see now would be to either use the API or a third-party form service.

    Would that work?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Corrina HansenCorrina Hansen ✭✭✭✭✭

    I’m looking for the same functionality. Did you ever find a solution?

  • JeremiahHorstickJeremiahHorstick ✭✭✭✭✭

    Hey Guys. I've done this with the API.

    A webhook triggers copying the file to Google drive.

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