Applies to
- Business
- Enterprise
Capabilities
Who can use this capability
To use Data Shuttle, you must:
- Have Owner, Admin, or Editor permissions on the target sheet.
- Have Data Shuttle Premium Application permissions enabled in User Management by your Smartsheet System Admin.
To contact your sales representative and learn more, visit the Data Shuttle Marketplace.
Manage Data Shuttle workflows
System Admins can manage workflows in their organization.
You can establish Data Shuttle connection via the Connections menu on the navigation bar of the Smartsheet application or by selecting the Log in to Data Shuttle button below.
System Admin workflow management
If you're a licensed System Admin, you can:
See a list of all workflows created within your organization.
View configuration details.
Pause any workflow.
Archive any workflow.
View the activity log of any workflow.
Use the workflow menu at the top of the screen to toggle between your workflows, your organization’s workflows, and archived workflows.
Keep in mind:
- You can't edit workflows you don't own.
- You can't access the source or target sheets used in the workflows unless they are shared with you.
- Workflow owners are notified when an admin takes action on one of their workflows via the Notification Center or email, depending on the notification settings.
Edit a workflow
- Hover over the workflow and select the More
icon. - Select Edit workflow.
If there was an error on the last workflow run or a workflow configuration error (the source sheet has been deleted, for example), Last run shows an error icon and message. To fix the issue, edit the workflow and re-publish it.
Edit and add new columns to a workflow
You may need to change the structure of your source file as your process evolves. To maintain the new structure in your target sheet:
- Edit your source file with the new column headers or additional columns. If you're using an Excel or CSV file, upload the new source file to your source location, and edit the target sheet with updated column headers or additional columns.
- Go to Source > Source Location and then select a different source location. For example, if your source is Google Drive, switch to Smartsheet.
- Switch the source location back to your original selection.
You may need to re-select your Attachment Sheet or File Name.
Select Next until you get to the Mapping page. Map your Input Columns and Expressions again. Learn more about mapping columns in the Create an upload workflow in Data Shuttle article.
You may need to map all your columns again, not just the ones you added and edited.
You can now activate and run your workflow.
Pause a workflow
DataShuttle pauses workflows that continuously error and fail. The last run status in your dashboard reflects the paused status. Errors resulting in partial data load won't pause your workflow.
To reactivate a paused workflow, select Review and edit your configuration to ensure it runs successfully next time. Save the workflow so it can run again and resume scheduled activities.
Archive a workflow
Archiving a workflow moves it to your archive and pauses the workflow. You have 90 days to restore the workflow before it's permanently deleted.
If you restore your workflow, the settings don't change, and the workflow runs on your schedule. When a workflow is archived, it doesn't run, but you can access the activity log.
Before 90 days have lapsed, you can permanently delete a workflow from your archive. If you permanently delete a workflow, the activity log is no longer be available.
Execute bulk actions on workflows
System Admins and users can execute bulk workflow actions from their main dashboards: My Workflows, My Organization (admins only), and Archived workflows. Here's what they can do, depending on their access level:
Users can:
Multi-select or select all workflows at once for specific actions.
Archive a select number or all of their workflows and permanently delete them in bulk from their archive.
Licensed System Admins can perform the same actions for all workflows in their organization, as well as permanently delete workflows in bulk.
View changes to a workflow
To view changes to a workflow, select the More icon
and then select Activity log. The activity log lists workflow actions, including changes to the source, target, or updates to the schedule.
View workflow run log messages
You'll see a status indicator for your workflow on the Data Shuttle dashboard:
A green checkmark tells you your workflow has run successfully.
A yellow caution sign indicates something is wrong with your Data Shuttle workflow, but some data has moved successfully.
A red exclamation mark lets you know something is wrong and that your workflow has failed.
The log message shows the error when a workflow fails and provides troubleshooting guidance. Depending on the error instructions, you may need to edit the workflow settings, fix the file or file format, and/or re-upload a new source file.
When a workflow runs, the run log provides details as follows:
- To access log messages, select the date under Last Run.
| Run Log Report Types | Description |
|---|---|
| Rows updated | Number of rows updated in the target file. |
| Rows added | Number of rows added to the target file. |
| Rows deleted | Number of rows deleted from the target file. |
| Rows filtered | Number of rows containing filtered data on the target file. |
| Rows unaffected (sheets) | Number of rows where data already exists and is consistent with the source. These rows remained unchanged. |
| Rows unaffected (DataTable) | Based on the Row options you selected for your target file, the Run Log shows: Number of rows that would be added if the Row options are set only to update existing rows. Number of rows that would be updated if the Row options are set only to add new rows. Number of rows will be at zero if both toggles under Row options are set to add and update. |
| Column choices updated | Number of rows where column choices were updated. |
| Rows updated and added (DataTable) | Number of rows both added and updated. |