Copy workflows

MSGFreebird
MSGFreebird ✭✭✭

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

Answers

  • Itai Perez
    Itai Perez ✭✭✭✭✭✭

    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

    If you found my comment helpful any reaction, Insightful, Awsome etc... would be appreciatedπŸ™‚

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

  • MSGFreebird
    MSGFreebird ✭✭✭

    @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 Perez
    Itai Perez ✭✭✭✭✭✭

    @MSGFreebird

    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 appreciatedπŸ™‚

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

  • 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

    Need more information? πŸ‘€ | Help and Learning Center

    こんにけは (Konnichiwa), Hallo, Hola, Bonjour, OlΓ‘, Ciao!πŸ‘‹ | Global Discussions

  • MSGFreebird
    MSGFreebird ✭✭✭
    edited 09/08/23

    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 ✭✭✭

    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.

  • Vuckecucke
    Vuckecucke ✭✭✭✭✭

    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).

  • SSFeatures
    SSFeatures ✭✭✭✭✭✭

    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 ( https://ssfeatures.com ) and you can use it to copy and paste automation workflows between sheets.

    To copy and paste automation workflows withΒ SSFeatures:

    1. Click theΒ CopyΒ button.
    2. Open a different sheet.
    3. Click theΒ Create from ScratchΒ button.
    4. Click theΒ PasteΒ button.
    image.png image.png

    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.