Save for Later
This guide was created with Scribe in
4 minutes.
Sign in and create your own!
Create Automated Workflow to Update Dropdown Database in Smartsheet
Joe Goetschel
|
0 step
|
4 minutes
Smartsheet
1
 of 7
1: Verify current dropdown values on target sheet
2: Verify current dropdown value on database sheet
Offload Data Shuttle
Run and Verify Offload
Upload Data Shuttle
Verify dropdown columns have been updated
Need Help?
1
Navigate to Smartsheet.com
1: Verify current dropdown values on target sheet
2
Double-click "Drop Down"
Zoom Saved
3
"Values" are just #'s
Zoom Saved
4
Double-click "Contacts"
Zoom Saved
5
Contact List = Nothing
Zoom Saved
2: Verify current dropdown value on database sheet
6
Click "Database Dropdown Source - Data Shuttle"
Zoom Saved
7
Click "Joe Goetschel"
Zoom Saved
Offload Data Shuttle
8
Click "Connections"
Zoom Saved
9
Click "Create workflow"
Zoom Saved
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."
Zoom Saved
11
Click "Next"
Zoom Saved
12
Click to search for target file
Zoom Saved
13
Click here.
Zoom Saved
14
Next, Select a File Name.
Zoom Saved
15
Type "Dropdown Database"
16
Click "Next", "Next, Next"
Was this Scribe helpful?
Save this document for future reference.
Save for Later
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe