Create Automated Workflow to Update Dropdown Database in Smartsheet | Scribe

    Create Automated Workflow to Update Dropdown Database in Smartsheet

    • SmartsheetSmartsheet
    1
    Navigate to Smartsheet.com

    1: Verify current dropdown values on target sheet

    2
    Double-click "Drop Down"
    3
    "Values" are just #'s
    4
    Double-click "Contacts"
    5
    Contact List = Nothing

    2: Verify current dropdown value on database sheet

    6
    Click "Database Dropdown Source - Data Shuttle"
    7
    Click "Joe Goetschel"

    Offload Data Shuttle

    8
    Click "Connections"
    9
    Click "Create workflow"
    information ordinal icon
    This should have opened Data Shuttle
    10
    Click "Set up a workflow that automatically saves a copy of a sheet that can be imported by another application used in your process."
    11
    Click "Next"
    12
    Click to search for target file
    13
    Click here.
    14
    Next, Select a File Name.
    15
    Type "Dropdown Database"
    16
    Click "Next", "Next, Next"
    Click "Next", "Next, Next"