Share Data Shuttle Workflows?

Matthew LeMasonry
Matthew LeMasonry ✭✭✭✭✭
edited 06/14/22 in Add Ons and Integrations

When someone creates a workflow in Data Shuttle to import data from a CSV file, how can we share this with other team members to support and adapt if required? Also if they are on leave, to enable other to run the workflow.

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @Matthew LeMasonry

    No, it currently isn't possible to share the Data Shuttle workflow configuration with another account. The set-up for that workflow is associated with one account. (Please let our Product team know of your feature request by filling in this form, here!)

    That said, many team members will be able to trigger that workflow, depending on what that trigger is. For example, if the workflow is based on an attachment, any user can upload the attachment for the workflow. Does that make sense?

    If you are looking to transfer workflows because a user has left the organization, you could potentially update the Primary email address associated with the account that owns the configurations. This will allow you to gain access to the Data Shuttle workflows from the new email. Keep in mind this would need to be an email that does not currently have a Smartsheet account. See: Admin Center: Add, Edit, and Delete Individual Users with User Management

    Cheers,

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @Matthew LeMasonry

    No, it currently isn't possible to share the Data Shuttle workflow configuration with another account. The set-up for that workflow is associated with one account. (Please let our Product team know of your feature request by filling in this form, here!)

    That said, many team members will be able to trigger that workflow, depending on what that trigger is. For example, if the workflow is based on an attachment, any user can upload the attachment for the workflow. Does that make sense?

    If you are looking to transfer workflows because a user has left the organization, you could potentially update the Primary email address associated with the account that owns the configurations. This will allow you to gain access to the Data Shuttle workflows from the new email. Keep in mind this would need to be an email that does not currently have a Smartsheet account. See: Admin Center: Add, Edit, and Delete Individual Users with User Management

    Cheers,

    Genevieve

  • Joseph Gentile
    Joseph Gentile ✭✭✭✭✭✭

    I'll 2nd @Matthew LeMasonry request! This limitation is extremely problematic and forces you to burn extra workflows by duplicating the same workflow under another person's profile.

    It would be wonderful if Smartsheet would enable "ADMIN" privileges to someone that is not the owner.

    For example, let's say you create a Data Shuttle workflow and want to take a vacation. During your vacation, something needs fixing in the workflow. You're out of luck!

    Also, the product feedback form does NOT have a Data Shuttle dropdown option. I would love to provide additional feedback, but there's no way to direct it to the right group. 😞

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Joseph Gentile

    Thank you for posting your feedback as well, it's good to hear when multiple users have the same request.

    Please do also fill out the Feedback Form to contact the Product team with your use-case. Data Shuttle can be found under "Connectors":

    Thank you!

    Genevieve

  • I'll 3rd request. Very much needed to structure the data shuttle in a team.