Hello, it is possible to transfer Ownership of a Form or Automation from one user to another without having to deactivate the form and create a new form? Thanks
Hi @Cesar Fernandez
Forms and Workflows/Automations are owned by the Sheet Owner. To transfer "ownership" of a Form, you would want to transfer ownership of the sheet where these automations and forms are located.
Changing the owner of a Sheet does not deactivate an associated form.
See: Change Ownership of a Sheet, Report, or Dashboard
If the owner of the sheet no longer has a License, then an Admin should be able to take ownership by selecting this from the dropdown menu in the Share window.
If the sheets and reports are stored in a Workspace, you can drag them out of the Workspace into your Sheets folder (or another Workspace) to take ownership:
See: Transfer ownership of a single Smartsheet Item
Perfect, this is what I need, thank you!
The original owner of a sheet has left the organization. Do you know if there is a way to transfer ownership to a current Admin without having to make a copy of the sheet and start over? This link has been shared with hundreds of employees.
Looking to connect a dynamic view of HR dataset to a Power BI dashboard pulling information from multiple other sources. Appreciate any guidance, thanks
Hello! I copied a form I had made for a similar event I am working on now. I made minor adjustments to the form to match the needs of the event. I distributed the form for people to complete, so the form is active, but the data is not populating onto my Smartsheet. Please advise. I would prefer not to have people redo the…
Hello. Trying to make a quick attendance tracker for a meeting. I got conditional formatting to change the cell color when its checked vs unchecked. However I cannot seem to find a way to get the rule to apply to multiple columns on a per column basis. I need a way to copy what I have for column 3 and apply it to all…
Help shape the future of Smartsheet.
Share your ideas and feature requests.
©2023. All Rights Reserved Smartsheet Inc.