Copying Workflows between Sheets

A.J. · 09/05/24

This is a great suggestion.

Tom Salmond · 09/06/24

Desperately needed. I cannot begin to count the hours I have spent manually duplicating workflows between sheets. If there are existing sheets with workflows, I cannot use the "save as new" feature… the sheets are already populated. As there is no such thing as shared workflows, if sheets use similar (if not identical) workflows, you have to update them all manually every time you make a change. This is PAINFUL.

dpm1028 · 11/15/24

Curious - how many votes are necessary to add an enhancement? I am surprised this has not been added yet.

kowal · 11/16/24

@dpm1028 probably it's not about votes but system limitations :(

Eddy G. Deeb · 11/20/24

This will be a great feature to add

dani.worthman · 01/03/25

I think there's a need to be able to easily copy and paste automations between sheets, or, ideally, build a set of automations that apply to all sheets inside a folder.

I want the same few, simple automations applied to every project I create. It feels like a waste of time to need to rebuild them manually 7x in a row for each project sheet.

dani.worthman · 01/03/25

When a sheet template is created and saved it should include associated automations. This way, simple sheet automations like notifications, column population, formulas..etc.. can be part of a template.

Genevieve P. · 01/06/25

Hey @dani.worthman

Just wanted to clarify that automations can copy over when you create a sheet from a template - however the template would have needed to be saved to allow this when it was created:

Here's more information: https://help.smartsheet.com/articles/522123-creating-using-templates

Cheers,
Genevieve

dani.worthman · 01/07/25

Ah, awesome! When I chatted with support it sounded like that wasn't possible. Appreciate the clarification!

PageyP93 · 01/10/25

I need to copy automations from one sheet to another. This is time consuming because right now the only way to do this is manually recreate the automation workflow step by step.

It would be ideal if I there were a library of my own automations that I could add to. Or the ability to copy automations between sheets would be immensely helpful.

This is a drastic time suck.

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Copying Workflows between Sheets

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