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How to create a Data Shuttle - Offload workflow
This guide provides step-by-step instructions on how to create a Data Shuttle - Offload workflow. By following these steps, users can set up a workflow that automatically saves a copy of a sheet as an attachment to another sheet.
Joe Goetschel
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0 step
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2 minutes
Smartsheet
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Tip! Log in to Smartsheet and go to your source sheet to start.
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Click "Connections"
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Click "Create workflow"
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This should have opened Data Shuttle
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Click "Set up a workflow that automatically saves a copy of a sheet that can be imported by another application used in your process."
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Click "Next"
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Click to search for target file
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Click here.
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Next, Select a File Name.
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Click "Next"
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Click "Next"
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Click "Next"
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Select when you want Data Shuttle to run
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Set Schedule
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Click "Run on Schedule"
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Select your option
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Select time
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Click "Next"
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Click this text field and Name the Workflow
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Type "Dropdown Update"
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