Is there a way to copy automation from one sheet to another?

Rikap

Hi!

I am looking to copy automation that I have created on one sheet to another sheet - is it possible?

Andrée Starå

Hi @Rikap

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

@Rikap

Sometimes, it can make sense to make a copy of the sheet with the automation and then go from there.

Avinash Chandra

Do we have an update on if we can copy automation from one sheet to another without making a copy of the sheet. I can submit a enhancement required.

JKCoombes

Another vote for this! We have projects running with long and complex workflows and thousands of tasks - so we need to break these down into multiple sheets (can be 20 or more).

It would be fantastic to be able to create a new automation and copy to multiple sheets rather than recreating 20 times over.

I think you can do something like this with sheet summaries?
So could that be applied to:
- Automation?
- conditional formatting?
- dropdown menu fields? - column headings

Even better would be a "dynamic" template sheet for the overall initiative which can be updated at source, and those changes spin out across multiple project sheets that have been created from that base template?

Yorgie

Yes, please! Automation copy function in your account that can be applied to other Smartsheets you own at the least, or shared with other users in your organization would be nice, too. The "dynamic" template noted above would work great, too.