Is it possible to copy an automation workflow from one sheet to another sheet?

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Answers

  • Chood
    Chood ✭✭

    I found a work around if anyone is interested.

    I have a bunch of sheets I created with a template sheet. It copied all of the old automations with it.

    I was looking at hours of deleting all of those automations and recreating new ones in the sheets.

    What I did was made a blank sheet with the automations, and formatting setup.

    I went to the sheets with the data and columns I wanted and copied all of the rows over.

    Renamed the sheet and have everything ready to go.

    I only had to create the automations and formatting once. In my case all of the sheets have the same format and automations.

    Maybe this can work for you too.

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  • Chood
    Chood ✭✭

    Also,

    I copied one row over before building my automations and formatting so all columns would be available for reference.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Chood

    I hope you're well and safe!

    That's an excellent workaround! Thanks for sharing!

    One thing to be aware of is that if you're using any formulas, you'd need to recreate them (copy/paste) in the new sheet.

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • Chood
    Chood ✭✭

    Sorry, I left that out. Yes... add your formulas to the columns on your Blank template sheet.

    It's not elegant, but just saved me HOURS of work for not planning ahead.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Chood

    Yes, I agree, and here's aPRO TIP(maybe).

    Add the formulas and add a unique character before =, so something like this °=FORMULA, and then you can use Find and Replace and replace the unique character with nothing, and all formulas will be activated.

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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Is there any data in the source file?<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"sheets","name":"Sheets"},{"tagID":445,"urlcode":"importing-and-exporting","name":"Importing and Exporting"}]},{"discussionID":109402,"type":"question","name":"Reminder workflow not working","excerpt":"I have a workflow specific to a rush order. When rush order is stared on the form, the workflow triggers to run hourly. Then there is a condition \"If rush order is \"checked\" and status is \"submitted\" instead of accepted or declined it sends a reminder to the approver. The alert works once but doesnt continue to send…","snippet":"I have a workflow specific to a rush order. When rush order is stared on the form, the workflow triggers to run hourly. Then there is a condition \"If rush order is \"checked\" and…","categoryID":321,"dateInserted":"2023-08-24T15:07:16+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T15:30:04+00:00","insertUserID":162330,"insertUser":{"userID":162330,"name":"d.hickey","title":"David Hickey","url":"https:\/\/community.smartsheet.com\/profile\/d.hickey","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-24T18:10:03+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-24T20:19:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":25,"score":null,"hot":3385782440,"url":"https:\/\/community.smartsheet.com\/discussion\/109402\/reminder-workflow-not-working","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109402\/reminder-workflow-not-working","format":"Rich","lastPost":{"discussionID":109402,"commentID":392368,"name":"Re: Reminder workflow not working","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392368#Comment_392368","dateInserted":"2023-08-24T15:30:04+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-24T20:19:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-24T15:45:06+00:00","dateAnswered":"2023-08-24T15:30:04+00:00","acceptedAnswers":[{"commentID":392368,"body":"

Ok. So the trigger is the issue. You have it set to only grab rows that have been added or changed within the past hour.<\/p>


<\/p>

My suggestion (tedious but effective) is to adjust the trigger to be daily (date based with custom selection of every 1 day) and run at a specific hour with the same conditions.<\/p>


<\/p>

Duplicate the workflow and adjust the hour to be the next hour. Duplicate again and adjust the hour. So on and so forth for each hour that you want to run the workflow on (this allows you to restrict it to only during business hours so someone isn't getting a ton of emails all about the same thing while they are sleeping).<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109379,"type":"question","name":"Manage Workflows and Saved Workflows","excerpt":"Good day all - I am still new on this platform can you please assist me in this question I have for Manage Workflows and Saved Workflows - I am having this occurring issue with an error I get when I try to save my workflow automation. All my conditions runs successfully but when I change action to alert someone. The send…","snippet":"Good day all - I am still new on this platform can you please assist me in this question I have for Manage Workflows and Saved Workflows - I am having this occurring issue with an…","categoryID":321,"dateInserted":"2023-08-24T07:56:33+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T14:08:36+00:00","insertUserID":165593,"insertUser":{"userID":165593,"name":"Riana","title":"R","url":"https:\/\/community.smartsheet.com\/profile\/Riana","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9FLSSWC8RCEG\/nBVJ1OR1G1MKI.jpg","dateLastActive":"2023-08-24T13:43:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":80301,"lastUser":{"userID":80301,"name":"Debbie Sawyer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Debbie%20Sawyer","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-02\/6f\/d1\/n6fd11e91b71000f2b152e84c8f072631.jpg","dateLastActive":"2023-08-24T14:07:47+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":35,"score":null,"hot":3385753509,"url":"https:\/\/community.smartsheet.com\/discussion\/109379\/manage-workflows-and-saved-workflows","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109379\/manage-workflows-and-saved-workflows","format":"Rich","lastPost":{"discussionID":109379,"commentID":392316,"name":"Re: Manage Workflows and Saved Workflows","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392316#Comment_392316","dateInserted":"2023-08-24T14:08:36+00:00","insertUserID":80301,"insertUser":{"userID":80301,"name":"Debbie Sawyer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Debbie%20Sawyer","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-02\/6f\/d1\/n6fd11e91b71000f2b152e84c8f072631.jpg","dateLastActive":"2023-08-24T14:07:47+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-24T13:26:28+00:00","dateAnswered":"2023-08-24T12:46:28+00:00","acceptedAnswers":[{"commentID":392292,"body":"

Is your Site Name column called Site Name or Site Name:<\/p>"},{"commentID":392309,"body":"

Hi Debbie<\/p>

You are right on this one. The problem was my Site Name: it was as Site only on my sheet. I now resolved my issue. My workflow is saving successfully now. I Thank you so very much for your assistance. Please ignore the mail trail that I send you.<\/p>

You must have a wonderful day. I appreciate your assistance.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4984,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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