-
Data Shuttle not deleting rows
Hi all, Im new to data shuttle, implementing my first workflow.. overall its working fine, but what its not doing is deleting records when I attach new data to my source sheet. The scenario is, the source sheet contains a row thats not in the updated data. My expectation is when data shuttle runs it finds a target row…
-
Simple Data Shuttle filter question
I'm embarrassed to ask this, but how do I set up the simplest filter within a Data Shuttle workflow? There's one column - titled Onsite or Web - where I only want to pull rows with Web. What would I put for the filter? I've tried (1) where Onsite or Web equals Web. I've tried every other combination. It doesn't end up…
-
When I upload a smaller file to my Data Table will it remove the old data if it exceeds the new?
Hello,, I'm figuring out data tables slowly and a question I have is if i upload a csv with 200k rows to my data table, then i turn around and upload the same file but it only has 150k rows, will it delete the extra 50k? thanks, Spencer
-
Data Shuttle Offloading Wrong Data?
Hello, I have a main data source which collects project information from different vendors. Figure 1. Example of main sheet row To work with outside vendors, we have public facing sheets that we offload data to using data shuttle. Figure 2. Data Shuttle Offload Criteria This data is then uploaded to the company's sheet…
-
Data shuttles
If I am not planning to share a file in another platform, why would I need to "off-load" data from a smartsheet file? Must "off-load" be used to pull the data into another smartsheet?
-
Data Shuttle - Adding New Records
Hi all - I have a Data Shuttle process that runs when a new attachment is added. The goal of the process is to add all records in the attachment to the sheet, but I'm struggling b/c I need to map a Unique Column according to Data Shuttle for the Destination Sheet. The process fails to load all of the sheet rows because…
-
what is the best way to bring in something from another sheet but without using parent/child
What is the best way to bring over the revenue budget for a specific employee? there's two rows for each employee since each one is for a specific project. the revenue budget lives on another sheet. I don't want to add hierarchies to this sheet since I'm using it for data shuttle.
-
Can data shuttle accommodate below?
I need data to come in via attachment through data shuttle into a sheet like this, where if I have a new project under a person the UID is the unique identifier and it should add and child row under the parent of the assigned to team member. I will also be updating financials for each of these team members every month I'm…
-
Data Shuttle to .pdf
I would love to see this data shuttle feature to include the option of saving as a .PDF. I currently have to export individual sheets as .PDF then drag to another sheet to attach the .pdf to a row. Adding a data shuttle feature that would automate the process of attaching a pdf of one sheet to the row of another would be…
-
data shuttle filter lacks an option to filter rows dynamically on date fields
I need to apply a dynamic filter criterion to a date field, specifically filtering for rows where the transaction date is current day, within a data shuttle workflow. Unfortunately, I can only find static date choices, which is inconsistent from what's possible in Smartsheet reports (where I can use the "is today" filter).…
