Form & Automation Ownership Transfer

Cesar Fernandez · 03/24/22

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

Genevieve P. · 03/25/22

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

Cheers!

Genevieve

Genevieve P. · 03/28/22

https://community.smartsheet.com/discussion/comment/324047#Comment_324047

Hi Juli,

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:

Screen Shot 2022-03-28 at 9.47.53 AM.png

See: Transfer ownership of a single Smartsheet Item

Cheers,

Genevieve

Genevieve P. · 03/25/22

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

Cheers!

Genevieve

Cesar Fernandez · 03/25/22

Perfect, this is what I need, thank you!

Juli · 03/25/22

@Genevieve P.

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.

Thanks!

Juli

Genevieve P. · 03/28/22

https://community.smartsheet.com/discussion/comment/324047#Comment_324047

Hi Juli,

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

Cheers,

Genevieve

Form & Automation Ownership Transfer

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