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

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.


  • 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!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • 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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