How do I save a automation/ workflow as a template

A Burtram

I would like to save my automations as templates so I can use them in other sheets without rebuilding them. Is this possible?

Thanks

Andrée Starå

Hi @A Burtram

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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JD_BostonChildrens

I second that! This would be a very handy feature! Currently when I find I've created a new workflow that I'd like to reuse on other sheets, I go back and build it in all of my applicable sheet templates. That way it will carry forward as I used those templates to create sheets. However, this does not help me for existing sheets. Also, it's a ton of work recreating the same workflow dozens of times!

JSiemens

This would be a very nice feature to add. I am having to create the same automations over and over, even being able to copy and paste would be helpful. Looking forward to seeing this feature added.

melissa.g.mendez

I've just discovered that saving a sheet as a template helps in part - conditional formatting saves to the new sheet, but not workflow automations.

Andrée Starå

Hi @melissa.g.mendez

I hope you're well and safe!

It should also work for Workflows, but you must ensure that you select the correct settings.

Did that work/help?

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 support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

mauekat

@Andrée Starå what about sharing? I have some task list sheets that we use as a template and they have to be shared with specific people. Even though the sheets are shared before I save them as templates, when I use the template to create a new sheet, the new sheet isn't shared with anyone. The automations remain, but I get notices that the workflows are invalid because the sheet isn't shared with those people.

Andrée Starå

Hi @mauekat

I hope you're well and safe!

Unfortunately, it's not possible to keep it shared now, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

• I'd recommend maybe creating a Contact Group to share it easily.

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

SSFeatures

Hi @mauekat, @JSiemens, @JD_BostonChildrens, @A Burtram.

I recently added a feature into SSFeatures, that lets you copy and paste automation workflows between sheets. I know that this isn't exactly what you were looking for, for being able to create templates, but I still hope that it will help!

To copy and paste automation workflows with SSFeatures:

1. Click the Copy button.
2. Open a different sheet.
3. Click the Create from Scratch button.
4. Click the Paste button.

Then SSFeatures will paste the automation workflow into this sheet.

Best!

mauekat

I just went into an existing SS and don't see a copy button on the top right. Isn't that where should it be?

SSFeatures

Sorry @mauekat, I should have been more clear! My name is Nathan Braun, and over the past year I've been working 10+ hours a day building a browser extension to improve Smartsheet.

The browser extension's name is SSFeatures, and here is a link to the home page ( https://ssfeatures.com ).

This has become my full time job, and I recently added this feature into the browser extension. If your company will allow you, you can add the extension into your browser, then open up Smartsheet, and then you will see the copy and paste buttons.

mauekat

Do you work for SmartSheet, or is this a third party extension? That's a question my IT will want answered before they allow it.

SSFeatures

This is a third party extension and here is a link to my security page ( https://ssfeatures.com/security ), my privacy page ( https://ssfeatures.com/privacy ), and my FAQ page ( https://ssfeatures.com/faq ).

And here's a link to my LinkedIn, to learn more about me: https://www.linkedin.com/in/nathan-a-braun/.