Share Data Shuttle Workflows?

Matthew LeMasonry
Matthew LeMasonry ✭✭✭
edited 06/14/22 inAdd Ons and Integrations

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.

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  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi@Matthew LeMasonry

    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 byfilling in this form, here!)

    That said, many team members will be able totriggerthat 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?

    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

    Cheers,

    Genevieve

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Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi@Matthew LeMasonry

    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 byfilling in this form, here!)

    That said, many team members will be able totriggerthat 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?

    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

    Cheers,

    Genevieve

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  • Joseph Gentile
    Joseph Gentile ✭✭✭✭

    I'll 2nd@Matthew LeMasonryrequest! This limitation is extremely problematic and forces you to burn extra workflows by duplicating the same workflow under another person's profile.

    It would be wonderful if Smartsheet would enable "ADMIN" privileges to someone that is not the owner.

    For example, let's say you create a Data Shuttle workflow and want to take a vacation. During your vacation, something needs fixing in the workflow. You're out of luck!

    Also, the product feedback form does NOT have a Data Shuttle dropdown option. I would love to provide additional feedback, but there's no way to direct it to the right group.

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  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Joseph Gentile

    Thank you for posting your feedback as well, it's good to hear when multiple users have the same request.

    Please do also fill out the Feedback Form to contact the Product team with your use-case. Data Shuttle can be found under "Connectors":

    Screen Shot 2022-03-01 at 4.13.06 PM.png

    Thank you!

    Genevieve

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  • David Henkel
    David Henkel ✭

    I'll 3rd request. Very much needed to structure the data shuttle in a team.

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  • abogdan
    abogdan ✭✭

    This would definitely be a great feature to add.

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  • David Sl
    David Sl ✭

    Agree, this would be a good feature.

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  • GMD
    GMD ✭

    +1 to being able to share / delegate workflows. It was surprising and frustrating to find that everyone in our team would need to program in their own version (which then become prone to errors / misalignment)

    A key benefit of a collaborative tool should be the ability to easily share data / forms / workflows etc etc

    Thanks!

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Sounds about right. Are you looking for some kind of guidance on a specific issue?<\/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":104380,"type":"question","name":"Questions about Bridge from a potential newbie","excerpt":"We are considering upgrading to Advance, and I have questions about Bridge capabilities: Our project blueprint includes multiple reports that pull entries from master logs based on the job number. This means that our admins have to add the job number to every single new report filter when they set up a project. Can Bridge…","snippet":"We are considering upgrading to Advance, and I have questions about Bridge capabilities: Our project blueprint includes multiple reports that pull entries from master logs based…","categoryID":343,"dateInserted":"2023-04-24T16:40:19+00:00","dateUpdated":"2023-04-24T17:41:23+00:00","dateLastComment":"2023-08-10T13:32:30+00:00","insertUserID":126351,"insertUser":{"userID":126351,"name":"Julie Fortney","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fortney","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hZje4WgcMyQ!en9eZ1QFHfo!MFtz_rjuwYj","dateLastActive":"2023-08-11T13:16:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":126351,"lastUserID":157551,"lastUser":{"userID":157551,"name":"joaolima","url":"https:\/\/community.smartsheet.com\/profile\/joaolima","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!wjEmP-PDuHo!29cn_0Oa5bo!j4rsSRTRcJb","dateLastActive":"2023-08-11T14:52:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":257,"score":null,"hot":3374032369,"url":"https:\/\/community.smartsheet.com\/discussion\/104380\/questions-about-bridge-from-a-potential-newbie","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/104380\/questions-about-bridge-from-a-potential-newbie","format":"Rich","tagIDs":[369],"lastPost":{"discussionID":104380,"commentID":390004,"name":"Re: Questions about Bridge from a potential newbie","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390004#Comment_390004","dateInserted":"2023-08-10T13:32:30+00:00","insertUserID":157551,"insertUser":{"userID":157551,"name":"joaolima","url":"https:\/\/community.smartsheet.com\/profile\/joaolima","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!wjEmP-PDuHo!29cn_0Oa5bo!j4rsSRTRcJb","dateLastActive":"2023-08-11T14:52:12+00:00","banned":0,"punished":0,"private":false,"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":"2023-04-26T14:21:28+00:00","dateAnswered":"2023-04-26T02:30:08+00:00","acceptedAnswers":[{"commentID":373252,"body":"

Hey @Julie Fortney<\/a> <\/p>

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>

  1. In general you cannot update reports with bridge or the API, you can only get report information and details. So unless you are able to come up with a different solution you may be out of luck. Although, if this is a control center program, you may be able to use \"Dynamic Reports\" which adds new sheets to reports every time a project is provisioned (and removes as projects are archived). <\/li>
  2. Maybe using JavaScript in bridge would help, hard to say. <\/li>
  3. Unfortunately not.. You can not programmatically retrieve a form link (Big functionality gap in my opinion). We have begged Smartsheet to dynamically update forms with control center. Also you can not update the contents of widgets in dashboards with bridge or the api.<\/li>
  4. You could definitely set up a solution to achieve this. It would involve using a summary sheet in your blueprint where the link to your template sheets is profile data on your summary sheet. From there you can get the sheet id for each project in bridge, loop through them and make updates.<\/li><\/ol>"},{"commentID":373373,"body":"

    @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>

    1. Because you cannot adjust report filters using the Smartsheet API, you cannot do this with Bridge. Here's the Reports methods<\/a>. You might want to consider a workaround for the process of having reports hand-updated with new job numbers. Perhaps leverage a creation date or flag new items with a checkbox that's cleared once the conditions are met that would cause the project to fall back off the report? You can also explore the \"contact has any of current user\" filter to pick up specific jobs for the viewer?<\/li>
    2. You could definitely use Bridge to read one sheet on a schedule or trigger, perform calculations using Javascript or the included utilities, and post the results. It may be faster and more stable than a huge number of formulas in Smartsheet, but I'm not 100% sure it would be. I would probably first explore using Data Mesh, which is setup to do this in a much more friendly way. If you don't already use Data Mesh, it's basically a batch index\/match tool. <\/li>
    3. As Samuel said, there's no API for updating widgets on a dashboard or retrieving a form URL. Also, I tested copying a dashboard and sheet in a common folder, where the form link was embedded in the dash, and unfortunately it does not update the form link. Seems like a gap and would be a good enhancement request. You could potentially work around this by having a common sheet with the form to capture entries, have a dropdown in that form for the project name that you can keep updated with Bridge, do a lookup to the sheet ID that the entry should go to on a sheet that Bridge maintains, and then copy the form responses into the individual project sheets using Bridge. I know that's pretty roundabout.<\/li>
    4. As Samuel and Kelly said, you can push dropdown updates through Bridge, it works better than Data Shuttle. You wouldn't need to maintain a separate lookup sheet though, if you create a report that contains the dropdown columns across your various created sheets, and then read that report with Bridge, the return from the API includes the source sheet ID and column ID for each report row. You can then leverage that to point Bridge at the right columns across your sheets without having to maintain a separate lookup.<\/li><\/ol>

      At Iron Mountain we use Bridge for a variety of use cases, here's the most effective ones:<\/p>

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