Copying Workflows between Sheets

KCeurvorst · 05/14/24

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.

clevercreatrix · 05/24/24

I am running a program with several projects. To ensure they are being run the same way, I need the automations to match across. I would like to be able to copy/paste automations - particularly those with notifications, to ensure my business partners' experience is consistent across projects. This will minimize learning curve, optimize impact of communications, and reduce the lift on the PMO to implement changes.

Doug Heinrich · 06/14/24

This seems to be basic functionality that should exist in the system. How can it be that Smartsheet doesn't even respond to the request.

ttrame · 06/25/24

It seems incredibly bizarre that automations cannot be copied across sheets - this is a huge pain at the enterprise level where permissions are sectioned by sheet ((i.e. Markets) but automations are needed for the global team.

Creating every automation is a massive issue.

Zchristman · 07/12/24

I also need this!

JenniferK724 · 07/16/24

Please add the ability to copy workflows from one sheet to another so we don't have to manually recreate them.

Tabletop Workflow · 07/26/24

Please! We've been asking for this to be a feature within Control Center (it's not) but as a feature across the platform would be fantastic! This would save hours for so many of our users and support better adoption of automation.

Penguin · 07/29/24

Would be great is someone from S.T acknowledged when this will happen or why it hasn't happened yet.

kyoungwiz · 07/30/24

NEED!

Matthew Campbell · 08/07/24

This would streamline alot of backend work! Please if you can

Renee S · 08/08/24

This is definitely something that should be considered! I can create automations I need in a template and copy them to new sheet without an issue. When I have multiple sheets with varying purposes though, and I want to apply a workflow I use elsewhere, I have to recreate it again. This is kind of counter-intuitive if you consider the idea of a workflow is to streamline processes and make them more efficient. If there was a folder or library of sorts where workflows could be saved, and then applied as needed that would be great. At the very least, the ability to copy a workflow between sheets would be helpful.

Jacob A · 08/17/24

Hi,

I have to create a couple of automation and I was wondering if it is possible to be able to copy the same automation across sheets. The automation should of course be disabled when it gets to the new sheet.

I have about 20 sheets that I need to create 6 different sets of automation for and each automation has at least 4 condition filters.

2 of the automation has 8 different conditions, 6 conditions filters and 3 actions. That is a lot of work to be done to complete across 20 sheets.

Andrée Starå · 08/19/24

https://community.smartsheet.com/discussion/comment/449998#Comment_449998

Hi,

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Here's a possible workaround or workarounds

- If you haven't created the other sheets, you could create one with all workflows and duplicate that as many times as required.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Jacob A · 08/19/24

Thanks for the comment. Unfortunately, I already have data in the sheets. The data itself is not the issue as I can move them into a new sheet but it would break a lot of other things.

I was going to do the work around but the are a couple of automation and formulas that reference the sheets, some I have even forgotten about so that is not possible.

The time it would take me to resolve those issue could as well be spent on just creating new workflow

Andrée Starå · 08/19/24

https://community.smartsheet.com/discussion/comment/450046#Comment_450046

Happy to help!

Yes, then, unfortunately, it's a manual process for each. I'd recommend opening the sheets side by side and going through each step in each of them after each other. It's more efficient in most cases.

✅ Remember! 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!

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Copying Workflows between Sheets

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