Report created via automation in Zapier

Gavriel Zarka

Hi Guys,

I'm using Zapier as an automation tool to create reports in SS. Now, the account I'm using in Zapier to connect to SS is mine, and I have admin permission.

On a high level, the automation is creating a report under the relevant Workspace, and the user associates with this report has to move it to a subfolder within the same Workspace.

My problem is that once the report created, the user cannot drag the report, only admin users can do it.

How can I solve it? I thought maybe to connect in Zapier to SS via "User" account and not "Admin". Do you think it may help to solve it?

Thanks in advance.

Andrée Starå

@Gavriel Zarka

For example. If you add the sheet to a Workspace they need to have Admin permissions to be able to move it.

Where do you place the sheet from Zapier? Where will the users need to move it?

More info:

https://help.smartsheet.com/articles/2478911-unable-to-move-item-to-workspace

Andrée Starå

@Gavriel Zarka

No worries!

Glad you got it working!

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Andrée Starå

Hi Gavriel,

Not sure I follow.

How do you create the report from Zapier?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Gavriel Zarka

Hi @Andrée Starå ,

Zapier can integrate with SS, and through it, you can use the various functionalities SS offers, for instance:

1. Create a new sheet from the existing one.
2. Update a raw in sheet, etc.

What do you need to provide Zapier in order to integrate with SS:

1. The action you wish to make on SS (the section above)
2. The account you connect with to SS with.

In my automation, I chose to create a "New sheet from existing sheet", the account I used to connect to Zapier is mine (Admin). Now, as I mentioned, once the new sheet created, the other users cannot move it to the relevant folder.

What do I need to do that the users will be able to move it across the different folders?

Andrée Starå

Ok.

Yes, I know and use Zapier in my client solutions all the time, but as far as I know it's not possible to create a report.

Or have i missed something and it is possible? (crossing my fingers) 😉

They must have the correct permission to the sheet/object. What permissions do they have?

Gavriel Zarka

Hi @Andrée Starå,

Sorry for misleading you, you are correct, I don't create a report I'm creating a sheet.

Most users have a "user" permission.

So I thought that if I will connect to Zapier with a "user" account and not "admin", then all users will be able to move the new sheet created via the automation. Is my assumption correct? Or it doesn't matter with which account the report is being created, but rather the level of permission the user has.

Thanks for your fast replies.

Andrée Starå

@Gavriel Zarka

No worries! I was hoping you've found something that I didn't know.

The account you use in Zapier doesn't affect the permission. It's the permission the user has in Smartsheet that is important.

Gavriel Zarka

@Andrée Starå

Based on your information, that means all the users have to be with "Admin" permission.

Sorry for all the questions, and thanks a lot on your fast responses.

Do I need to make changes in the sheet template so other users will be able to shift it from place A to place B?

What decides whether a regular user can move a sheet from from location A to location B?

Andrée Starå

@Gavriel Zarka

For example. If you add the sheet to a Workspace they need to have Admin permissions to be able to move it.

Where do you place the sheet from Zapier? Where will the users need to move it?

More info:

https://help.smartsheet.com/articles/2478911-unable-to-move-item-to-workspace

Gavriel Zarka

@Andrée Starå,

Sorry for the late response. I read the link you added to the comment and it helped me to find the solution, thanks a lot!

Andrée Starå

@Gavriel Zarka

No worries!

Glad you got it working!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!