"Save As"/Copy a Workapp

James Rymer · 03/07/22

Hi,

I'm exploring the use of WorkApps to give clear roles on our projects. It seems like there is no way to save a WorkApp as a template for re-use in future projects? This would be useful, as we could have accesses and roles pre-defined.

I assume the only possibility is to save as our templates of the underlying workspace, and then create the WorkApp from scratch for each project?

Andrée Starå · 03/08/22

Hi @James Rymer

I hope you're well and safe!

Great idea! That would be a great 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!

Andrée Starå · 03/08/22

Hi @James Rymer

I hope you're well and safe!

Great idea! That would be a great 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!

James Rymer · 03/08/22

Hi Andree

Thank you, I've submitted it there

James

Andrée Starå · 03/08/22

@James Rymer

Excellent!

Happy to help!

Georgette Walls · 05/30/24

Hello - I see this question was asked in 2022. Since then - has there been a solution provided that allows a user to copy an entire WorkApp and associated sheets for another project/purpose?

Andrée Starå · 05/30/24

https://community.smartsheet.com/discussion/comment/438411#Comment_438411

Hi,

I hope you're well and safe!

Unfortunately, no, but it's still an excellent idea!

To add your vote! Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

Here's a possible workaround or workarounds
- Premium App, Control Center

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

"Save As"/Copy a Workapp

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