Copy or Clone a workflow

Crystal Perry

Is it possible to copy a workflow into a new sheet. I have to manually re-create 12 workflows over and over through out the year. Is there a way to copy instead?

Amanda Alv

Hi,

When you take an existing sheet and "Save as New", you have the options to change the title, folder it is saved in, Sharing Options, Automated Workflow & Alert Options and Data & Formatting Options.

To save the workflows, click on Automated Workflow & Alert options, then make sure "Automated Workflows & Alerts" is checked. You can also checkmark "Include recipients and permissions settings" to ensure who receives the workflows doesn't change. Below that, you also have the option to Preserve the destination for workflows that copy or move rows.

If you want to reuse the sheet but not keep the comments, attachments, etc., be sure to open "Data & Formatting Options) and uncheck anything you do not want to bring over on the new saved sheet.

Having a template that you "save as new" from, is definitely the easiest way to go, especially if you are using the same general formats repeatedly.

Chizu Hieida

I wish Smartsheet will add Global Update for Workflows from Control Center. Currently I have to manually add already provisioned projects - which takes up a lot of manual hours and I can't use the "Save as New" as resolution since it's part of the blueprint. 😥😣

Andrée Starå

Hi @Crystal Perry

I hope you're well and safe!

To add to Amanda's excellent advice/answer.

Unfortunately, it's not possible now to copy from one sheet to another, 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 week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @Chizu Hieida

I hope you're well and safe!

Great idea! That would be a fantastic addition to Smartsheet features.

Please submit an Enhancement Request when you have a moment.

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 or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Crystal Perry

Unfortunately the sheet is already created by someone else and it is connected to Power BI. It is used for overflow when the previous sheet is full. Unfortunately I don't have the option to save as new. Is this the only way?

Andrée Starå

@Crystal Perry

Not sure I follow!

Why can't you use the Save as new feature?