Is it possible to copy an automation workflow from one sheet to another sheet?

01/22/20
Accepted

I have an automation workflow in one sheet that I want to use in a different sheet. Is there a way to copy this workflow and then add it to my other sheet (similar to how you can copy summary reports from sheet to sheet)? Or do I need to manually set up the workflow on my new sheet. Thanks!

Best Answer

  • Sarah DonnellySarah Donnelly ✭✭✭✭✭
    Answer ✓

    Thank you Andree! I have submitted an Enhancement Request as you suggested.

    Best Regards

    Sarah

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    Unfortunately, it's not possible at the moment so you'll have to do it manually, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment to have your vote added

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Sarah DonnellySarah Donnelly ✭✭✭✭✭
    Answer ✓

    Thank you Andree! I have submitted an Enhancement Request as you suggested.

    Best Regards

    Sarah

  • Paul LambertPaul Lambert ✭✭✭✭✭

    How can I vote on Sarah's enhancement request?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @sdonnelly Excellent!

    Happy to help!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Paul Lambert

    Unfortunately, there isn't a way to vote on already submitted enhancements except submitting your own.

    Please submit an Enhancement Request when you have a moment to have your vote added

    A New Way to Submit Your Feature Requests

    To make your Enhancement / Feature Request count, send in the form above because there isn’t a guarantee, it will be registered otherwise.

    Original Post: https://community.smartsheet.com/announcement/new-way-submit-your-feature-requests

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • MDepuydtMDepuydt ✭✭✭✭✭

    Dear @sdonnelly , Dear @Andrée Starå,

    I recently started working with SmartSheet and this enhancement will save me hours. My vote up for this post - I also submitted the request for the same enhancement.

    Have a good day!

    Matthieu

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @MDepuydt

    Hi Matthieu,

    Welcome to the Community and the wonderful world of Smartsheet!

    Excellent that you've submitted the Enhancement Request, and I agree it would save many hours when I develop Client Solutions.

    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 as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Tony RojekTony Rojek ✭✭✭✭

    Hello, is there any status update on this enhancement request? I also find this feature as one that would be beneficial and a large time savings.

  • Nick BurrusNick Burrus ✭✭✭✭✭

    This is one I'd like too. Smartsheet doesn't give updates on Enhancement requests individually or on the forums. The only way to see what is coming up is by joining the Early Adopter Program! I highly recommend joining that, there's been some amazing changes coming up.

    Nick Burrus, MAOL, PhD Doctoral Candidate

    I build Smartsheets for the US Government, State Government, and about a dozen of the US Fortune 100s.

  • Ravi SagarRavi Sagar ✭✭✭✭

    @Andrée Starå i am just wondering, if i copy a sheet which has the workflow created within it, then the workflow gets copied automatically to the new sheet.

    Correct me if i am wrong, is the enhancement already in place now ? or i am seening something different.

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 08/06/21

    Hi @Ravi Sagar

    Unfortunately, it's still not possible to copy just a Workflow from one sheet to another, but you are correct that if you copy a sheet, the Workflow(s) will be included (if selected).

    Please submit an Enhancement Request when you have a moment

    I hope that helps!

    Be safe and have a fantastic weekend!

    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 or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • In my case, I had to recover to an earlier snapshot to get back some data that was inadvertently deleted, and in the process of recovery, I had to export to Excel format and import the same (wasn't given the option to recover back to Smartsheet copy), and the multiple workflows I had were lost in the export/import steps. Here's +1 for the enhancement request!

  • Just submitted the same enhancement request. This would be a great feature

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