Can you copy / export workflows, conditional formatting and saved filters to other worksheet

01/19/21
Answered - Pending Review

We stated using Smartsheet back in November and I have a few active Smartsheet for projects and more we use it the more I find things I want to do across all sheets. If I add a workflow, conditional formation or saved filters to a sheet is there a way to export them and import them into another sheet? I know I can use a sheet as template for a new sheet but these are nice features I want to add to existing sheets. Right now I have been adding them manually.

Answers

  • VickyAVickyA ✭✭✭✭✭

    I have the exact same challenge Sean. We have introduced some new automated workflows that we want to use across nearly 30 existing sheets without having to manually recreate. I will share anything I find out and maybe we can come up with an answer/ solution between us ;-)

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Sean Corcoran

    As a possible workaround, you could maybe use the Smartsheet API (untested).

    Is that an option?

    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 help 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.

  • I am also looking today to copy filter's across sheets. I understand that If I copy (Save as New) an existing sheet, the filter's may copy over; however, I wish to copy the filters to other sheets already created.

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