Is it possible to automate export of specific cells on a triggered event?

When our "Completed" column is checkmarked, we wish to export that row and its children rows to an external file such as .csv, Excel, or Google Sheets. If possible, we would also like to export the attachments for those rows as well as reformat this data. Is this kind of automation possible? Built-in, 3rd party application, or code? Thank you!

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Lucas Argueza

    I hope you're well and safe!

    There are multiple options. (Smartsheet API, Power Automate, Zapier, or similar)

    Zapier would be my go-to solution for this.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.