Cloud Based Dispatch

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Todd Davis

• May 16, 2018 18:30

We have tasks that require multiple users to work from the same dispatch csv

A cloud based multiple line dispatch would be beneficial to allow multiple users to work separately from single dispatch csv file.  The single cloud based dispatch would deplete as the multiple users complete each line of the csv.  

Currently I have to send a complete csv to each user under different file names. Some dispatches are 66 lines and require the users to work separately but then coordinate which lines are completed with each other. 

I do not want to add multiple users to the user e-mail (column C) in the csv file due to the fact that we use the csv as an equipment list given to the customer and would also require constant changes to the csv as the users change. 

The cloud based dispatch would allow the users to complete the dispatched tasks vs. time lost coordinating what has been done on the "multiple" csv dispatch. 

 

  

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  Sara Kaplow, Community Manager

  • May 21, 2018 18:48
  • Edited

  HI Todd,

  I have a potential workaround for you. It would allow users to "claim" a line of your bulk dispatch (and, if you wanted, you could set it up to not show after a row has been claimed). This involves google sheets and an integration tool called Zapier. 

  What we'll do is make it so that by assigning themselves to the Dispatch (claiming it), Zapier will connect with GoCanvas and create the Dispatch. Until that item in the sheet is updated, it will stay in the cloud, and not go into GoCanvas. 

  I've created a simple App to test this, but it would work with anything you're currently using. 

  To start, I downloaded the sample Dispatch file, copied the column headings, and pasted them into a new Google Sheet: 

  
   Now, I'm logged into Zapier (you can create a free account at http://www.zapier.com to test this out). 

  My Zap uses Google Sheets - new or updated row as its trigger. I've told it to use that Cloud Dispatch sheet. Make sure you enter one row of real data into the Sheet so that Zapier can test your steps.

  This is what's key: I've set the trigger column to User e-mail (which is the field GoCanvas uses to assign the Dispatch): 

  

  Next, you'll set up your Action, which will be to create a GoCanvas Dispatch. You'll select the App you want to Dispatch to, and also set the Assign Item To to be that User e-mail field: 

  

  You can map whatever other data you want (make sure to have at least one field in the App mapped, just like with a usual bulk Dispatch). 

  Now you can test. You should be able to add all of your Dispatch data EXCEPT the User e-mail, and nothing will happen. Once you - or any of the people who have access to that sheet - add a value to that column, that row will get Dispatched through Zapier. 

  This is a little convoluted, but once it's set up, should be pretty set. You can then do a lot with the data in Google Sheets, like create a filter to remove "claimed" Dispatches so others can't view them, that kind of thing. 

  Let me know if you have questions! I know this is a pretty advanced work-around, but it should be pretty functional, too. 

   

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