Attach from a company SharePoint folder
Hi All,
We have been using OneDrive for attachments, but would love to get away from the documents being stored in a single employee's OneDrive folders. I understand we could have a company drive by using SharePoint - but I'm new to this and we haven't set it up yet. I don't want to go through the trouble if I won't be able to attach items from the company SharePoint to the SmartSheet like we have with OneDrive. Can anyone tell me if this is possible? Is it only offered through a separate enhancement or add-on?
TIA!
Ann
Answers
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Kleerfyre ✭✭✭✭✭✭So as long as you have it in Sharepoint, you can use the attach a url and just attach the Sharepoint url for the folder you would be using for storing the documents.
Jonathan Sanders, CSM
"Change is always scary because it is unknown, but facing the unknown is what makes us stronger."
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Unfortunately that space is there no matter what you do.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":80658,"type":"question","name":"Share Data Shuttle Workflows?","excerpt":"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.","snippet":"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…","categoryID":343,"dateInserted":"2021-06-24T11:58:10+00:00","dateUpdated":"2022-06-14T14:38:17+00:00","dateLastComment":"2023-07-26T09:52:20+00:00","insertUserID":136915,"insertUser":{"userID":136915,"name":"Matthew LeMasonry","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Matthew%20LeMasonry","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xxPR8TjJ4fw!w4dRvyDxgzQ!O-caq5LjOWH","dateLastActive":"2023-07-27T13:22:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":91566,"lastUserID":162750,"lastUser":{"userID":162750,"name":"GMD","title":"GMD","url":"https:\/\/community.smartsheet.com\/profile\/GMD","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n65S9PRP4PA0M.png","dateLastActive":"2023-07-28T11:59:16+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":986,"score":2,"hot":3314905830,"url":"https:\/\/community.smartsheet.com\/discussion\/80658\/share-data-shuttle-workflows","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/80658\/share-data-shuttle-workflows","format":"Rich","lastPost":{"discussionID":80658,"commentID":387106,"name":"Re: Share Data Shuttle Workflows?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387106#Comment_387106","dateInserted":"2023-07-26T09:52:20+00:00","insertUserID":162750,"insertUser":{"userID":162750,"name":"GMD","title":"GMD","url":"https:\/\/community.smartsheet.com\/profile\/GMD","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n65S9PRP4PA0M.png","dateLastActive":"2023-07-28T11:59:16+00:00","banned":0,"punished":0,"private":true,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2021-07-20T15:45:32+00:00","dateAnswered":"2021-06-25T08:39:19+00:00","acceptedAnswers":[{"commentID":296093,"body":"
Hi @Matthew LeMasonry<\/a> <\/p> 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!)<\/a><\/p> That said, many team members will be able to trigger<\/em> 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?<\/p> 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<\/a><\/p> Cheers,<\/p> Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":2},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":628,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
