Copy Filters and Workflows from one Smartsheet to another

Alan Praysman

Hello Community,

I created Filters and Workflows in one of my Smartsheest and now want to use them in other existing Smartsheet. Is there an easy way to copy/import them.

Also,

When saving Smartsheet as New/Template, do Filters/Workflows get saved as well.

Paul Newcome

There is no easy/quick way to copy/paste a workflow, filter, or conditional formatting from one sheet to another. It would be great though, so feel free to Submit a Product Enhancement Request.

Filters, workflows, and conditional formatting rules DO get saved when save as new/template is used.

EDIT: Added link for Enhancement Request

Paul Newcome

There is no easy/quick way to copy/paste a workflow, filter, or conditional formatting from one sheet to another. It would be great though, so feel free to Submit a Product Enhancement Request.

Filters, workflows, and conditional formatting rules DO get saved when save as new/template is used.

EDIT: Added link for Enhancement Request

Alan Praysman

Looks I was trying to find a black cat in the dark room. Now I know it's not there. Thank you, Paul. 😉

Paul Newcome

Happy to help! 👍️

3wing

Was there ever any movement here? Seems like an easy ask.

Steve Rohrdanz

I performed a Save as New on a sheet. While automations and conditional formatting were included in the new sheet, the filters were not included.

Andrée Starå

Hi @Steve Rohrdanz

I hope you're well and safe!

Strange!

If you haven't already, I recommend reaching out to the Smartsheet Support Team.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Steve Rohrdanz

Well, it looks like it was my bad. Private filters don't get copied, but shared filters do. Thanks for responding, Andree.