Copy workflows
Is there a way to copy workflows to older versions of a sheet?
Answers
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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
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https://www.linkedin.com/in/itai-perez/
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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.
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Of course. I really hope someone here will have a good idea!
Itai Perez
If you found my comment helpful any reaction, Insightful, Awsome etc... would be appreciatedπ
https://www.linkedin.com/in/itai-perez/
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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
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γγγ«γ‘γ― (Konnichiwa), Hallo, Hola, Bonjour, OlΓ‘, Ciao!π | Global Discussions
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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.
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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.
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If you make a template out of sheet that has the workflow you want to copy paste it will do so, and the data or formula you can import ( either export than import via excel or use a copy workflow).
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Hi @MSGFreebird, my name is Nathan and I'm working full-time to build a browser extension that makes Smartsheet better.
The browser extension is SSFeatures ( ) and you can use it to copy and paste automation workflows between sheets.
To copy and paste automation workflows withΒ SSFeatures:
- Click theΒ CopyΒ button.
- Open a different sheet.
- Click theΒ Create from ScratchΒ button.
- Click theΒ PasteΒ button.
ThenΒ SSFeatures will paste the automation workflow into this sheet.
Hope this helps!
Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)
SSFeatures makes Smartsheet way easier to use and it saves you hours of work every week. It adds essential features into Smartsheet to save you time. For example: β Auto Sorting β Sorting with Filters β Report PDF Generation β Copy and Paste Conditional Formats β Copy and Paste Automation Workflows β Column Manager β and so many more.
