Reupload Data with DataShuttle

AnnaEsKovacs
AnnaEsKovacs ✭
edited 06/02/23 inAdd Ons and Integrations

Dear All!

I would like to create a tool which uses Data Shuttle. Basic idea is to ask user to upload attachment (via a form) which would trigger a data shuttle and info in the attachment would go to a transition sheet from where it would be moved to the target sheet with automation. It works nicely, however, I need to consider the possibility that they want to correct a previously uploaded data. In an ideal world I would add a check box to the form saying "Reupload?" and if they tick it it would trigger a mechanism which would delete the formerly uploaded data (maybe based on a common identifier and the value of the check box). Do you know if this is possible to achieve? I tried to insert the checkbox but it didn't update the Reupload column in any way (I guess due to the data shuttle and automation).

Basically I would like to avoid creating a duplicate sheet from the target sheet which would need to be manually maintained.

What do you think?

thank you for your help in advance ☺️

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Best Answer

  • Ken Armstrong
    Ken Armstrong ✭✭✭✭✭
    Answer ✓

    You are welcome. One Day the platform will allow this but for now we wait. If my answer was sufficient please mark your question as answered.

    Ken Armstrong

    Sr System Analyst, Carelon Medical Benefits Management

    Certified Smartsheet Administrator

    Be Firm! Be Fair! Be Friendly! Be Honest!!!

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Answers

  • Ken Armstrong
    Ken Armstrong ✭✭✭✭✭

    I don't believe this is possible at this time. What I do to rerun data is a rerun check box, but I have to manually go in and delete the last attachment and rerun.

    Ken Armstrong

    Sr System Analyst, Carelon Medical Benefits Management

    Certified Smartsheet Administrator

    Be Firm! Be Fair! Be Friendly! Be Honest!!!

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  • AnnaEsKovacs
    AnnaEsKovacs ✭

    Thank you, Ken, this is what I was afraid of.

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  • Ken Armstrong
    Ken Armstrong ✭✭✭✭✭
    Answer ✓

    You are welcome. One Day the platform will allow this but for now we wait. If my answer was sufficient please mark your question as answered.

    Ken Armstrong

    Sr System Analyst, Carelon Medical Benefits Management

    Certified Smartsheet Administrator

    Be Firm! Be Fair! Be Friendly! Be Honest!!!

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  • Danielle Wilson
    Danielle Wilson Employee

    @AnnaEsKovacsData Shuttle wouldn't allow you to delete the previous dataset but if there were changes to the existing dataset in the updated attachment, the new attachment could overwrite the old data. Does that solve your issue?

    Danielle W.

    Product Marketing

    Smartsheet

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  • AnnaEsKovacs
    AnnaEsKovacs ✭

    Thank you Danielle! So I upload the data with data shuttle but immediately move it to another sheet by automation - this is the only way unfortunately as for some reason the unique id thing is not working for me. But if you have any other idea, please let me know!

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  • Danielle Wilson
    Danielle Wilson Employee

    @AnnaEsKovacsIf you have Pro Support on your plan, it might be worth getting aPro Desksession to have them look through your current set up and see if there's a way to optimize it / get it working with just Data Shuttle!

    Danielle W.

    Product Marketing

    Smartsheet

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Hi @Sachiko Kagami<\/a>,<\/p>

The WORKDAY function is what you're after here.<\/p>

\n \n https:\/\/help.smartsheet.com\/function\/workday\n <\/a>\n<\/div>

In your case, I think the following should work:<\/p>

=COUNTIFS({Customer Escalation Region}, $Region@row, {Customer Escalation Request Reason}, \"Close Gap\", {Customer Escalation Request Date}, WORKDAY(TODAY(),-1)<\/p>

This will do the check for yesterday, skipping weekends. Public holidays aren't automatically in there, but you can add these as per the link.<\/p>

Hope this helps - if there are any issues then just post! 😊<\/span><\/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":106910,"type":"question","name":"Paid for ProSupport but can't access it","excerpt":"I upgraded my business plan to include pro support. However, there are no phone numbers listed under the Contact Us section. My only option is to file a support ticket. On 6\/5, I emailed Daniel Tiner, the sales rep who completed the purchase for me. I have not received a response. This is very frustrating as I paid for the…","categoryID":321,"dateInserted":"2023-06-26T17:57:45+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T20:54:56+00:00","insertUserID":160597,"insertUser":{"userID":160597,"name":"Melydia Clewell","title":"System Admin","url":"https:\/\/community.smartsheet.com\/profile\/Melydia%20Clewell","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiEHafKTTFY_CU4Fe2nykN67iSnlxIdPBnF0DMvfS4=s96-c","dateLastActive":"2023-06-26T20:53:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":160597,"lastUser":{"userID":160597,"name":"Melydia Clewell","title":"System Admin","url":"https:\/\/community.smartsheet.com\/profile\/Melydia%20Clewell","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiEHafKTTFY_CU4Fe2nykN67iSnlxIdPBnF0DMvfS4=s96-c","dateLastActive":"2023-06-26T20:53:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":29,"score":null,"hot":3375617561,"url":"https:\/\/community.smartsheet.com\/discussion\/106910\/paid-for-prosupport-but-cant-access-it","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106910\/paid-for-prosupport-but-cant-access-it","format":"Rich","tagIDs":[207,281,446],"lastPost":{"discussionID":106910,"commentID":382447,"name":"Re: Paid for ProSupport but can't access it","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382447#Comment_382447","dateInserted":"2023-06-26T20:54:56+00:00","insertUserID":160597,"insertUser":{"userID":160597,"name":"Melydia Clewell","title":"System Admin","url":"https:\/\/community.smartsheet.com\/profile\/Melydia%20Clewell","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiEHafKTTFY_CU4Fe2nykN67iSnlxIdPBnF0DMvfS4=s96-c","dateLastActive":"2023-06-26T20:53:23+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":"2023-06-26T20:55:04+00:00","dateAnswered":"2023-06-26T20:54:56+00:00","acceptedAnswers":[{"commentID":382447,"body":"

@Steve_Mitchell<\/a>, thank you! I just filed a ticket. i appreciate your help.<\/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":207,"urlcode":"Sales","name":"Sales"},{"tagID":281,"urlcode":"Support","name":"Support"},{"tagID":446,"urlcode":"update-requests","name":"Update Requests"}]},{"discussionID":106894,"type":"question","name":"How to Count a value in a drop down \/ multi-selection list?","excerpt":"Hi, I'm wanting to count the total amount time this value \"VAVE\" is being assigned to a drop down column. I'm using a summary sheet to collect this data using formulas. So in the request type column(drop down list) I want the total in this sheet. I also want a total by the Brand. I keep getting an incorrect number, like 48…","categoryID":321,"dateInserted":"2023-06-26T15:09:07+00:00","dateUpdated":"2023-06-26T15:09:27+00:00","dateLastComment":"2023-06-26T20:54:24+00:00","insertUserID":162246,"insertUser":{"userID":162246,"name":"Shawn_K2","url":"https:\/\/community.smartsheet.com\/profile\/Shawn_K2","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nPFlXyflhuI!uj8vZ9JIm_o!1axowkoO9t8","dateLastActive":"2023-06-26T20:56:17+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":162246,"lastUserID":116407,"lastUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-27T04:13:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":59,"score":null,"hot":3375609211,"url":"https:\/\/community.smartsheet.com\/discussion\/106894\/how-to-count-a-value-in-a-drop-down-multi-selection-list","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106894\/how-to-count-a-value-in-a-drop-down-multi-selection-list","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106894,"commentID":382446,"name":"Re: How to Count a value in a drop down \/ multi-selection list?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382446#Comment_382446","dateInserted":"2023-06-26T20:54:24+00:00","insertUserID":116407,"insertUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-27T04:13:24+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\/LKT88AUTSMAT\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T16:54:33+00:00","dateAnswered":"2023-06-26T16:44:18+00:00","acceptedAnswers":[{"commentID":382355,"body":"

@Shawn_K2<\/a> UGH I make a mistake. I copied your formula without looking at it close enough 😜<\/span><\/p>


<\/p>

try =COUNTIFS({CPR Request Type}, HAS(@cell, \"VAVE\"))<\/p>"},{"commentID":382446,"body":"

@Shawn_K2<\/a> <\/p>

=COUNTIFS({CPR Request Type}, HAS(@cell, \"VAVE\"), {CPR Brand}, HAS(@cell, \"ING\"))<\/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":254,"urlcode":"Formulas","name":"Formulas"}]}],"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":5413,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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