Automatic Deletion

LboudLboud ✭✭✭✭✭
edited 12/09/19 in Using Smartsheet
09/05/19 Edited 12/09/19

I am looking for a way to set up an automation for deleting rows in a sheet. My firm is unwilling to go through security testing right now and is wary of putting sensitive data on Smartsheet, but is wanting to use a form to collect the data. They propose that a notification is received when someone fills out a form and the row is immediately deleted. Is this possible and how?

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    Interesting use case. I think it would be possible with a third-party solution like Zapier or similar. 

    Is that an option?

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    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.

  • LboudLboud ✭✭✭✭✭

    Yes, we do use Zapier for other purposes. I don't see an option on Zapier to delete a row, though. Suggestions?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Ok.

    I was thinking of either moving the rows or replace the cells with nothing.

    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.

  • I have a similar scenario where company doesn't want attachments stored in smartsheet but I have a need to enable users to submit a request via a form including attachments. Is there a way to automate download and deletion of attachments after they are received through the form?

  • Hi @Mike Yeats

    There currently isn't a way to automatically do this through the Smartsheet app, but as Andrée suggested, you may want to look into a third party application like Zapier (see here).

    I would instead set up an alert workflow so you know if an item was attached, and then manually go in and delete the attachment from the sheet (it will send the attachment in the email for you to download as long as the trigger is based on that attachment being uploaded).

  • Caitlin SmithCaitlin Smith ✭✭✭✭

    I copy rows with Automation. Would LOVE to either:

    1) Have the option on Copy Row to not copy comments and attachments

    2) Have automation to strip them out.


    So +1 on this one.

  • To go one step further to Caitlin, I would like to have the ability to copy a single cell to another sheet.

    My company has requested this from me several times.

Sign In or Register to comment.