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PDF attachments as output to Smartsheet Row Data.
Dear Community, We have a case where we would like to add contract PDF's as attachment to Smartsheet and the data from the contract like contractor name, date signed etc. shall be replicated to the columns. I know it's not possible but I was thinking of such solution: a) Using Zapier connect Smartsheet and PDF.co so the…
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How to set-up Data Shuttle to show changes from the last time a workflow was run.
Hi! I'm trying to figure out how to set-up Data Shuttle to show changes from the last time a workflow was run. For example, I have a sheet with the following columns. "Job Title", "Job Code", "Posting Number" (Posting Number is the unique identifier) and "All Submitted Applications". "All Submitted Applications" is the…
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Merged: Sharing contacts in different sheets
This discussion has been merged.
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New ways to access Data Shuttle from within sheets
Hi Community, We’ve added several new access points to Data Shuttle as well as making it easier to create Data Shuttle workflows. You can now initiate the process of creating Data Shuttle workflows from within the following sheet menu options: Connections File>Import File>Export Within the “Connections” menu, users shared…
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Add & Edit Sheet Columns within Data Shuttle
Hi Community, We’re excited to announce improvements to the mapping step in Data Shuttle! Now when creating an Upload Workflow, you will have the ability to create and rename sheet columns from within the Data Shuttle workflow builder. Previously, if your target sheet was not set up correctly before starting the mapping…
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Dashboard Metric Breaks on Update of DataShuttle
I am sure there is something I am missing. But I try to set a Dashboard Matrix on a field that is refreshed by Data Shuttle. But when the Grid refreshes it breaks the Metric and says Data missing even though there is data in the field. Is there anyway around this or does Data Shuttle always break a Metric Cell?
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Data Shuttle Filters
Hello, Is it possible for have a filter for an upload workflow in Data Shuttle be based on a date. I am trying to only pull in data from an Excel file where the value in the column is on or after 5/31/2023. Thank you
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Streamlining Production Planning: How Smartsheet Integration Saves Time and Boosts Efficiency
One of our clients faced the challenge of their planning team constantly needing to check a shared Google sheet throughout the day. The process of reviewing the data multiple times and manually updating the schedule was time-consuming and prone to errors. Missing any crucial information could potentially disrupt their…
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Unique Identifier Column
I'm trying to get a Datashuttle migration to work and there is no documentation on the limitations of the unique identifier column. Can this column in SS be a column formula as that is how my unique IDs are being generated. I know that both of these columns exist and tested by creating a paste values column in SS in which…
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Uploading Large Sheets In As Data Dumps
Hello, We are working on a project where we create data dumps in a folder that many sheets can use as a resource through formulas. Is there any way to upload daily under the same name, overwrite the file and not break the formulas that are pointing to these sheets? What are some solutions around this? Will we need…
