How do I save a automation/ workflow as a template

A Burtram
A Burtram ✭
in Smartsheet Basics

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

Thanks

Answers

  • Andrée Starå
    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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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • JD_BostonChildrens
    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!

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