Automate attachments or links from Onedrive to row in sheet (or vice versa)
Context: (sorry its long!)
We are an small AEC firm with 100's of active site design projects. Each project wil have plans prepared by multiple disciplines. Each discipline may require multiple submittals to various agencies to obtain approval. To track all of this we have a submittal tracker sheet in Smartsheet for each project. However, the document managment is a little chaotic. Designers save pdf plans to a marginally organized submittal folder on our company network. Our plans coordinator process these files and upload to various agencies. They then save a copy into another slightly more organized network folder (write protected) for document management / archival. Then managers will copy the plans AGAIN into either our company file share system (a slightly upgraded FTP, or more likely one of their various personal file share systems (onedrive, dropbox, adobe, etc) so our clients can access them. (Fyi, our current ftp access requires a project name and password. This can be embedded in the link, which simplifies access, and allows clients to forward to contractors for access. Convenient, but has security concerns. Small risk since its redundant copies anyways.
We are in the process of opening our smartsheet projects to our clients for collaboration. I would like to integrate file managment as part of this so there is a single client interface for conversations, project schedule, status updates, and file access.
Solution will require plans ultimately end up in our write protected network archive folder, and in a client accessed smartsheet dashboard (either attachment or link is fine... prefer attachment to avoid permissions in other file sharing apps)
I see two main options
1. Designers attach the pdf directly to the row in submittal tracker. This sheet (via report) is in client dashboard. Collaborator uses the attached file to upload to agencies. We move our archive folder into onedrive biz. SOME automation copies the attachment to a onedrive folder structure based on project number, plan type, etc info in the row.
2. Keep doing what we are doing, except move our archive to onedrive biz. When the coordinator copies the files to the onedrive folder, SOME automation attaches new files to a sheet and updates cells based on folder it was found in.
Question (finally)
Is this feasible? What integrations am i looking for? Any other suggestions? Solutions with version control in smartsheet a bonus.
We have access to O365 and a company onedrive, bluebeam, and some staff have access to adobe creative cloud. We are on enterprise smartsheet and using control center to provision projects.
We are not using sharepoint and our IT will quit if we do... I've heard. We do not have data shuttle, or other premium apps.
Thanks!!
Tim
Best Answer
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Julie Fortney ✭✭✭✭✭✭
@Tim StarkeyI have two potential options you could investigate to see if they meet your needs:
- Data Shuttle: You mentioned you work for a small company and already use SCC. If it's been a while since you talked with your account rep, I suggest contacting them just to see what they can offer. I've seen them offer much more attractive pricing to small companies lately. (One company I'm working with was able to upgrade to Advance for a fraction of what they were quoted a few years ago.)
- Zapier.https://zapier.com/apps/smartsheet/integrations/excel--onedrive
www.linkedin.com/in/juliefortney-pmp-smartsheetpartner-lssblackbelt
Answers
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Julie Fortney ✭✭✭✭✭✭
@Tim StarkeyI have two potential options you could investigate to see if they meet your needs:
- Data Shuttle: You mentioned you work for a small company and already use SCC. If it's been a while since you talked with your account rep, I suggest contacting them just to see what they can offer. I've seen them offer much more attractive pricing to small companies lately. (One company I'm working with was able to upgrade to Advance for a fraction of what they were quoted a few years ago.)
- Zapier.https://zapier.com/apps/smartsheet/integrations/excel--onedrive
www.linkedin.com/in/juliefortney-pmp-smartsheetpartner-lssblackbelt
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Tim Starkey ✭✭✭
Thanks@Julie Fortney
所以数据航天飞机将管理转移/附加/林king files from shared file services (or vice versa)? I will look into it!
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Julie Fortney ✭✭✭✭✭✭
@Tim StarkeyYou can use Data Shuttle to offload Smartsheet data to OneDrive/Sharepoint, Box, and Google Drive. Here's an article with more details:https://help.smartsheet.com/learning-track/integrations-and-add-ons/data-shuttle#:~:text=Data%20Shuttle%20can%20offload%20data,.xlsx%20or%20.csv%20format.
Categories
I'll answer what I can and shout out to @Brian_Richardson<\/a> for back up. <\/p> #1 Report Filters- To my knowledge there isn't a direct Report Filter update however I wondered if the column was a dropdown list - if so, Bridge can update dropdown lists and if the filter was set to select all it made me wonder if the filter would pick it up new selections. (Datashuttle also updates dropdown lists if this method works)<\/p> #2 I've had problems with a slow sheet erroring out in Bridge. The sheet was massive and Bridge would time-out. Bridge did not help this sheet (it might have been too large for anything to help)<\/p> #3 -I don't have any experience with Control Center, so sorry, I can't answer those questions<\/p> My fav Bridge solutions?<\/p> -Capturing Approver Names in approval workflows<\/p> -Adding rows - same sheet, different sheets, Child rows to Parents, On a weekly cadence, Adding New rows of acquired data to a status update sheet which feeds into a dashboard report<\/p> -Translating Employee Ideas from their native tongue to English<\/p> -Checking FedEx Tracking Status on a sheet's worth of shipments<\/p> I hope this helps<\/p> Kelly<\/p>"},{"commentID":373322,"body":" Hey @Julie Fortney<\/a> !<\/p> @Kelly Moore<\/a> thanks for the shout out :-) but I'm not sure I can help more than what's already been posted. <\/p> @Julie Fortney<\/a> in general Bridge is an API tool. You can setup multi-branched workflows in Bridge with pre-set API calls and utilities. You can also do custom HTTP calls to any API that you have access to in the cloud. So anything you can do with API calls you can do with Bridge. It also, importantly, allows you to run Javascript code using the results of your API calls, and to trigger workflows on changes to Smartsheet content or on any other webhook that you can receive from other tools.<\/p> There's a fair amount of Smartsheet API methods that are prebuilt into Bridge, but not all of them. So if you're looking at the Bridge documentation for Smartsheet<\/a> integrations and not finding what you need, you can also look at the Smartsheet API documentation<\/a> to see if there's something there to help you out. If you find an API method to use that's not already pre-built as an integration, then you can use the Custom HTTP Call step to directly call the API. You just have to provide the Smartsheet API with an API token, which you can assign to yourself in your Personal Settings.<\/p> It looks like your specific questions were answered pretty comprehensively by Kelly and Samuel but here's my 2c:<\/p> At Iron Mountain we use Bridge for a variety of use cases, here's the most effective ones:<\/p> Hope that helps (a little). If you're trying to figure out whether you'll find Bridge useful, my best advice would be to decide how much integration you want to do. That's really what Bridge is for IMHO. You can<\/em> use Bridge to do more advanced workflows in Smartsheet but it can be a little tricky, often it's easier to leverage the prebuilt addons like Data Mesh and Data Shuttle in combination with automations to achieve what you're looking for. That said, Bridge is quite powerful and can certainly take your Smartsheet setup to the next level.<\/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":[{"tagID":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"}]},{"discussionID":108771,"type":"question","name":"Has Smartsheet improved the Workapps notification functionality?","excerpt":"While looking at a Smartsheet Workapp today, I noticed the text highlighted below. 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