Create Automated Workflow to Update Dropdown Database in Smartsheet
Joe Goetschel
|
59 steps
|
4 minutes
Smartsheet
1
Navigate to Smartsheet.com
1: Verify current dropdown values on target sheet
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Double-click "Drop Down"
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"Values" are just #'s
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Double-click "Contacts"
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Contact List = Nothing
2: Verify current dropdown value on database sheet
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Click "Database Dropdown Source - Data Shuttle"
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Click "Joe Goetschel"
Offload Data Shuttle
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Click "Connections"
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Click "Create workflow"
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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Type "Dropdown Database"
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Click "Next", "Next, Next"
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Select when you want Data Shuttle to run
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Click here.
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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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Click "Save"
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Click "Done"
Run and Verify Offload
Important! - You need to run the first offload before continuing to upload
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Click "Run"
Verify sheet offloaded
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Click "Summery Sheet - Dropdown endpoint"
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Click here.
Upload Data Shuttle
Tip! Start at the Target sheet (The one you want the drop downs updated)
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Click "Connections"
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Click "Create workflow"
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Click "Set up a workflow that automatically brings spreadsheet files into Smartsheet that you can filter and transform as needed."
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Click here. Select the source sheet
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Select "Most recent"
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Click "This file has column headers"
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Click "Next"
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Click here. "Update Dropdown"
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Click "Next"
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Click "Next"
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Map the columns from the source file and the Target sheet
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Click "Dropdown Column"
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Click this field.
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Click "Dropdown Column 2"
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Click "Next"
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Click here. to run on attachment
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Click "Next"
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Click "Next"
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Name your workflow
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Click "Save"
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Click "Done"
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Click "Run"
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Click here.
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Verify it ran
Verify dropdown columns have been updated
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Double-click here.
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Double-click here.
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Click "Ok"
Need Help?
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Joe Goetschel - Smartsheet Director - [joe.goetschel@scscloud.com](mailto:joe.goetschel@scscloud.com)
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Want to Try Smartsheet for free? <https://www.smartsheet.com/try-it?p=2313295>
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