Copying Workflows between Sheets

CamN

Such basic, important functionality. I can't believe it's still not been implemented.

Jgayvont

Please make this a feature! It seems so simple, I cannot believe it's been requested 2 years ago and still hasn't gained enough traction to be added. Is this on a roadmap for Smartsheet at least?

Sherry Fox

This could help me in a huge way. I just started a new project. A co-worker wanted to learn Smartsheet, so we do development together. Everything is happening slowly in stages, as we only work 1 hour/week on this project. Well, workflows and Conditional formatting will come last. So that means everything is being created MANUALLY multiple times. There should be an easier way. In Excel, I can export a macro (.bas file), and then import it into another workbook, no problems. I need a quick/easy solution like that.

Larisa

Needed!

Lylikoi

PLUS one on this functionality! It would reduce overhead by allowing us to build workflows in our templates that our team can then just copy over instead if having 15 individuals doing it manually!

fcooke

I have created a set of automations to one of my projects and want now to share accross all my ongoing projects. apparently it's not a feature right now but this would save me so much time from creating every single automation from scratch. I am sure would benefit a lo of people.

fcooke

@Lylikoi I added a request under ideas. Please help voting there so they make it one of their priorities on the next enhancement development cycles 😁 Cheers!

kowal

hi @fcooke this idea has already 111 votes so higher chance to get attention of Smartsheet and maybe they will implement it as I requested it like 3 years ago :) If you create same idea there is less chance this will be visible.

fcooke

@Kowal Thanks . I did not find when I searched. Would you be able to share the link then so I can vote?

kowal

hi @fcooke I think you just need to vote on this post originally :) we are now on page 3 of the comments.

https://community.smartsheet.com/discussion/93741/copying-workflows-between-sheets/p1

wadmandudek

Would greatly appreciate this feature as a Control Center user!

BMorg

I hope this is an update in the near future! I spend hours creating the same automations on each individual sheet. Being able to save a custom automation as a template would be extremely helpful and save significant time.

General Roper

Title says it all.

Brittany Graves

This is a basic a feature that can be added to save so much time. Is this being considered for 2024? I am spending too much time manually copying numerous workflows.

KCeurvorst

I have a similar situation where I've created a sheet template that uses data shuttle to dynamically update drop-down selection options. When I save the template as a new sheet for teams to work in, the connection to the dynamic drop-down update via data shuttle is severed. This means every time there is a change in the drop-downs, I have to manually update every other sheet, which is upwards of 40 now. It would be a game changer if Smartsheet added the ability for that data shuttle connection to be maintained.