Backups/Excel export

Jose da Silva
Jose da Silva ✭✭✭✭✭
edited 12/09/19 inSmartsheet Basics

Hi all,

Would it be possible to backup/export a spreadsheet on a scheduled basis more often than daily?

One of the Departments on my company asked if it would be possible to do it hourly or even every 10min, but the smallest period i can find is daily...

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Jose,

    This might help:

    //www.santa-greenland.com/apps/smartsheet-org-wide-backup

    Would that work?

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • mattc
    mattc ✭✭✭

    Smartsheet needs to support a backup with user-selectable backup frequency and have provisions to restore from backup. This is pretty basic stuff. I have seen similar requests going back to 2015 and no real action in this regard other than the forum (auto)closing some old discussions.

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  • Bee Ng
    Bee Ng ✭✭✭

    Hi@Jose da Silva,

    Not sure if you found what you needed, but if you are using the standard backup solution, you may have discovered that it lacks certain functionality, and has some limitations. For example, the backups are all in Excel format, and you lose a lot of sheet information. Also, there is no way to schedule a recurring daily backup, etc.

    If you need more than that, then you may want to check out SmartBackup from AcuWorkflow. SmartBackup creates full-fidelity backups of your sheets, including all data, formatting, cell links, formulas, attachments, comments, forms, and automation rules, etc. This means you can easily restore any of these sheet elements, and you are not limited to when you can take backups - you can schedule daily, weekly, monthly, yearly, or any frequency - and you can choose to backup all your sheets, or only recently changed sheets.

    And specifically SmartBackup does not have a limitation on the frequency of backups. You can schedule the backups, archive, or exports to run anytime or at any frequency. The only limitation will be the amount of time it takes to create each backup of course.

    It also includes an Archive function, and an Export function - these save copies to your local drive, but go further than the standard backup function, and allow you to export attachments as well, etc.

    You can download the free Starter Edition to test and evaluate, or you can purchase the full Business Edition here:

    https://www.acuworkflow.com/

    Hope this helps.

    Regards,

    Bee

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Hi @LWright<\/a> <\/p>

The items listed on the left hand side are the actions<\/em> that trigger<\/strong> the workflow. Then the boxes indicate where you want those notifications to be displayed. Messaging Apps<\/strong> is associated with Teams. <\/p>

There are 2 ways to receive alerts in Teams: through the Smartsheet Bot (direct notifications) or to a Channel (defined in a workflow). <\/p>

If your users don't want to receive other notifications in Teams, they can uninstall the Smartsheet Bot, see: Microsoft Teams Integration: Uninstall the Smartsheet Bot<\/a><\/p>

In your workflow you've chosen a channel, <\/em>so even if they have the Bot uninstalled, they should still receive your message in the channel as it's not a direct message specifically to them. Does that make sense? <\/p>

Let me know if that worked for you!<\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":106837,"type":"question","name":"All columns aren't showing up for Grouping in Reports","excerpt":"I'm pretty new to Smartsheet and can't figure out what I am doing wrong here. I am trying to Group by the \"PM\" column but it's not showing up in the list. It's formatted as a dropdown, but other columns that are appearing on the list are formatted the same way. What am I doing wrong? Thanks!","categoryID":321,"dateInserted":"2023-06-23T15:59:37+00:00","dateUpdated":"2023-06-23T16:10:12+00:00","dateLastComment":"2023-06-23T20:12:08+00:00","insertUserID":161580,"insertUser":{"userID":161580,"name":"LDP","title":"Sr. Business Analyst","url":"https:\/\/community.smartsheet.com\/profile\/LDP","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T20:52:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":161580,"lastUserID":161580,"lastUser":{"userID":161580,"name":"LDP","title":"Sr. Business Analyst","url":"https:\/\/community.smartsheet.com\/profile\/LDP","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T20:52:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":31,"score":null,"hot":3375088305,"url":"https:\/\/community.smartsheet.com\/discussion\/106837\/all-columns-arent-showing-up-for-grouping-in-reports","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106837\/all-columns-arent-showing-up-for-grouping-in-reports","format":"Rich","lastPost":{"discussionID":106837,"commentID":382103,"name":"Re: All columns aren't showing up for Grouping in Reports","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382103#Comment_382103","dateInserted":"2023-06-23T20:12:08+00:00","insertUserID":161580,"insertUser":{"userID":161580,"name":"LDP","title":"Sr. Business Analyst","url":"https:\/\/community.smartsheet.com\/profile\/LDP","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T20:52:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/2EJA60U6S04F\/pm-column-issue.jpg","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"PM Column Issue.jpg"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T17:47:52+00:00","dateAnswered":"2023-06-23T17:07:03+00:00","acceptedAnswers":[{"commentID":382035,"body":"

Is it set to allow for multiple selections? If so, reports cannot group by that. The only way to get it to work on a dropdown column is if it is set as a single select.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":106835,"type":"question","name":"Can I use Form collected Data to Pre-populate another form?","excerpt":"I have created a Credit App for our company... The form works great for collection of data. Once I have the data though, we need to follow up with Credit References, etc. What I would like to do is have a new form that is sent to someone to follow up with each of the references provided by our customers. What I would love…","categoryID":321,"dateInserted":"2023-06-23T15:12:05+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T19:21:09+00:00","insertUserID":142957,"insertUser":{"userID":142957,"name":"PaulPerger","url":"https:\/\/community.smartsheet.com\/profile\/PaulPerger","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:18:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":142957,"lastUser":{"userID":142957,"name":"PaulPerger","url":"https:\/\/community.smartsheet.com\/profile\/PaulPerger","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:18:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":43,"score":null,"hot":3375084794,"url":"https:\/\/community.smartsheet.com\/discussion\/106835\/can-i-use-form-collected-data-to-pre-populate-another-form","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106835\/can-i-use-form-collected-data-to-pre-populate-another-form","format":"Rich","lastPost":{"discussionID":106835,"commentID":382087,"name":"Re: Can I use Form collected Data to Pre-populate another form?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382087#Comment_382087","dateInserted":"2023-06-23T19:21:09+00:00","insertUserID":142957,"insertUser":{"userID":142957,"name":"PaulPerger","url":"https:\/\/community.smartsheet.com\/profile\/PaulPerger","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:18:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T19:18:53+00:00","dateAnswered":"2023-06-23T19:12:52+00:00","acceptedAnswers":[{"commentID":382086,"body":"

It depends on your automation settings. If you set it to unrestricted, you can send to an email address in a cell without giving them access to the sheet. You can also specify which cells are provided in the update request within the automation builder.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&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":5405,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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