Copy workflows

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Is there a way to copy workflows to older versions of a sheet?

Answers

  • Itai
    Itai ✭✭✭✭✭✭
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    Hey @MSGFreebird ,

    To my knowledge the only way to copy a workflow is to "Save as New", Is it a very complex workflow that will take time to create again or multiple workflows?

    If you can share some more information maybe we can try and think of a work around it.

    Itai Perez

    Project Manager | Transformation Department

    Gong cha

    If you found my comment helpful any reaction, Insightful, Awsome etc... would be appreciated🙂

    https://www.linkedin.com/in/itai-perez-740543116/

  • MSGFreebird
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    @Itai, The sheet I am developing has been thru multiple iterations. There are about 50 project sheets created from those iterations. This version with the multiple workflows is hopefully the last one, but I really do not want to open each of the 50 sheets to manually recreate these 7 workflows that are in the latest version.


    Hope that helps.

  • Itai
    Itai ✭✭✭✭✭✭
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    @MSGFreebird

    Of course. I really hope someone here will have a good idea!

    Itai Perez

    Project Manager | Transformation Department

    Gong cha

    If you found my comment helpful any reaction, Insightful, Awsome etc... would be appreciated🙂

    https://www.linkedin.com/in/itai-perez-740543116/

  • Genevieve P.
    Genevieve P. Employee Admin
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    Hi @MSGFreebird

    There currently isn't a way to copy Workflows from one sheet to another; Workflows are unique per-sheet, which means you would need to edit each individual set-up to change your projects.

    Please add your vote and voice to this Product Idea thread to let the Product team know about your request: Copying Workflows between Sheets

    Cheers,

    Genevieve

  • MSGFreebird
    MSGFreebird ✭✭
    edited 09/08/23
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    Even the ability to make my own workflow templates would be helpful. With the current capabilities of smartsheet, I now have to manually create 350 managed workflows. Massive inefficiency.

  • bkw1962
    bkw1962 ✭✭✭
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    Honestly, if I had a dollar for every time I read "Unfortunately..." at the beginning of a SS employee's response, I'd be independently wealthy in no time. This tool really needs some heavier hitters building new features that users need.