How to create a Data Shuttle - Offload workflow | Scribe

    How to create a Data Shuttle - Offload workflow

    • |
    • 20 steps |
    • 2 minutes
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    Tip! Log in to Smartsheet and go to your source sheet to start.
    1
    Click "Connections"
    2
    Click "Create workflow"
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    This should have opened Data Shuttle
    3
    Click "Set up a workflow that automatically saves a copy of a sheet that can be imported by another application used in your process."
    4
    Click "Next"
    5
    Click to search for target file
    6
    Click here.
    7
    Next, Select a File Name.
    8
    Click "Next"
    9
    Click "Next"
    10
    Click "Next"
    11
    Select when you want Data Shuttle to run
    12
    Set Schedule
    Set Schedule
    13
    Click "Run on Schedule"
    14
    Select your option
    15
    Select time
    16
    Click "Next"
    17
    Click this text field and Name the Workflow
    18
    Type "Dropdown Update"