Moving data from row-level attachments into SS rows.
Hello!
I recently received a request to build some form of "batch upload" process, where users upload a spreadsheet filled with contact data and submit it via form. We would then like to move the data from these row-level attachments into columns on another sheet, where contact information from all form attachments is compiled. Is anyone here aware of a means to move row-level attachment data into sheet columns? If not, is there another hack available via DataMesh, DataShuttle, or add-ons/integrations?
Thanks, all!
Best Answer
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Andrée Starå ✭✭✭✭✭✭
I hope you're well and safe!
It sounds like Data Shuttle would be the Premium App to use.
Can you describe your process in more detailand maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅我的帖子(s)帮助或方法吗r your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
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.
Answers
-
Andrée Starå ✭✭✭✭✭✭
I hope you're well and safe!
It sounds like Data Shuttle would be the Premium App to use.
Can you describe your process in more detailand maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
✅我的帖子(s)帮助或方法吗r your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
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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Clayton Richards ✭✭✭
Hi, Andree!
I believe I figured it out. I was unaware that Data Shuttle has the option to trigger on attachment, including row attachments. Problem solved! I love it when a plan comes together. Thanks for reaching out!
Warmly,
Clay
-
Andrée Starå ✭✭✭✭✭✭
SMARTSHEET EXPERT CONSULTANT & PARTNER
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.
Categories
I hope you're well and safe!<\/p>
If it's ok for the users to be able to access the information, but you want to hide it to simplify or make it harder to see, you could use a Report.<\/p>
Would that work\/help? <\/p>
I hope that helps!<\/p>
Be safe, and have a fantastic week!<\/p>
Best,<\/p>
Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"},{"commentID":389539,"body":" You could use a report, but that means the users will still need to be shared to the underlying report with at least editor access.<\/p> Do you have access to Dynamic View or WorkApps?<\/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":[{"tagID":437,"urlcode":"conditional-formatting","name":"Conditional Formatting"}]},{"discussionID":108661,"type":"question","name":"Sheets are vanishing, anyone know why?","excerpt":"HELP PLEASE! Looking for any advice, tips\/tricks, and suggestion... We have several locations who have had very important sheets created for them at the conception of their build out. Corporate originally created these sheets then transferred ownership to a member onsite. All of a sudden, those sheets just vanished and we…","snippet":"HELP PLEASE! Looking for any advice, tips\/tricks, and suggestion... We have several locations who have had very important sheets created for them at the conception of their build…","categoryID":321,"dateInserted":"2023-08-08T13:52:00+00:00","dateUpdated":null,"dateLastComment":"2023-08-08T19:51:08+00:00","insertUserID":164735,"insertUser":{"userID":164735,"name":"Dborrelli","url":"https:\/\/community.smartsheet.com\/profile\/Dborrelli","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTte7VON7Wman6y6fN2gzvI5f6eQdYaRe9SiQopbDO5Lx0-o=s96-c","dateLastActive":"2023-08-08T19:48:48+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":164735,"lastUser":{"userID":164735,"name":"Dborrelli","url":"https:\/\/community.smartsheet.com\/profile\/Dborrelli","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTte7VON7Wman6y6fN2gzvI5f6eQdYaRe9SiQopbDO5Lx0-o=s96-c","dateLastActive":"2023-08-08T19:48:48+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":40,"score":null,"hot":3383030588,"url":"https:\/\/community.smartsheet.com\/discussion\/108661\/sheets-are-vanishing-anyone-know-why","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108661\/sheets-are-vanishing-anyone-know-why","format":"Rich","lastPost":{"discussionID":108661,"commentID":389594,"name":"Re: Sheets are vanishing, anyone know why?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389594#Comment_389594","dateInserted":"2023-08-08T19:51:08+00:00","insertUserID":164735,"insertUser":{"userID":164735,"name":"Dborrelli","url":"https:\/\/community.smartsheet.com\/profile\/Dborrelli","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTte7VON7Wman6y6fN2gzvI5f6eQdYaRe9SiQopbDO5Lx0-o=s96-c","dateLastActive":"2023-08-08T19:48:48+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-08T14:12:01+00:00","dateAnswered":"2023-08-08T14:05:32+00:00","acceptedAnswers":[{"commentID":389485,"body":" Does the new owner still have access?<\/p>"},{"commentID":389511,"body":" Thanks for the tag, @Paul Newcome<\/a>!<\/p> It does sound like that's what happened. <\/p>
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