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

Sean Corcoran

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.

VickyA

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 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

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Joseph Odom

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.