Copying Automated Workflows to Other Sheets

Christi Erwin

I want to copy the same 51 workflows that I have on one sheet to another sheet. Is that possible or do I have to rebuild the 51 workflows on all of the other sheets?

I have the same information coming into three different sheets "Tribal Affiliation" and I want to automatically copy specific tribes that submit information (in the three sheets) into their own individual sheet.

Thank you

Andrée Starå

Hi @Christi Erwin

I hope you're well and safe!

Unfortunately, it's not possible now to copy workflows between sheets, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a possible workaround, you could copy the sheet and go from there.

There might be another workaround as well.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Christi Erwin

This column is the same on 3 different sheets and when a specific tribe makes an entry on any of the 3 sheets, I need that row to be copied to their own individual tribal sheet. This is a dropdown column with the possibility of 38 tribes, 9 IHS, and 3 Urban Centers = 50 automations.

It's a long process repeating these workflows to the other 2 sheets.

I have the workflows added to 1 sheet already. My forms are all set for the 3 sheets and there have been submissions already. The web form link was sent out already and copying the sheet (to get workflows on all sheets) would change the web form link so I can't do that.

There doesn't seem to be any way to reference other sheets on a workflow so I can't just add the other two sheets to what I have for that column on my current sheet.

Thanks

Andrée Starå

@Christi Erwin

Happy to help!

If possible, I'd recommend creating a Master sheet where all submissions would be added, and then they would be copied from there instead. You could set up automation on the sheet already created to copy over to the new Master sheet and then back from there as needed.

Make sense?

Would that work/help?

Christi Erwin

I have 3 master sheets (web forms are how info is submitted) that I'm copying to individual sheets. I already have my individual sheets (50) created with my conditional formats and everything.

I didn't anticipate that the workflows couldn't be copied or that referencing other sheets wasn't possible.

Christi Erwin

I might try using a formula to convert then copy. I'll let you know if I come up with a quick solution.

Thanks

Andrée Starå

@Christi Erwin

Excellent!

You're more than welcome!

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micheal21

https://community.smartsheet.com/discussion/comment/281181#Comment_281181

This has been 2 years how is it not a thing to save our own automation templates and use them yet