Is it possible to copy an automation workflow from one sheet to another sheet?
I have an automation workflow in one sheet that I want to use in a different sheet. Is there a way to copy this workflow and then add it to my other sheet (similar to how you can copy summary reports from sheet to sheet)? Or do I need to manually set up the workflow on my new sheet. Thanks!
Best Answer
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Sarah Donnelly ✭✭✭✭✭
她名叫感谢你!我提交了一个Enhancement Request as you suggested.
Best Regards
Sarah
Answers
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Andrée Starå ✭✭✭✭✭✭
Hi,
Unfortunately, it's not possible at the moment so you'll have to do it manually, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment to have your vote added
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community bymarking it as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
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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Sarah Donnelly ✭✭✭✭✭
她名叫感谢你!我提交了一个Enhancement Request as you suggested.
Best Regards
Sarah
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Paul Lambert ✭✭✭
How can I vote on Sarah's enhancement request?
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Andrée Starå ✭✭✭✭✭✭
@sdonnellyExcellent!
Happy to help!
SMARTSHEET EXPERT CONSULTANT & PARTNER
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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Andrée Starå ✭✭✭✭✭✭
Unfortunately, there isn't a way to vote on already submitted enhancements except submitting your own.
Please submit an Enhancement Request when you have a moment to have your vote added
A New Way to Submit Your Feature Requests
To make your Enhancement / Feature Request count, send in the form above because there isn’t a guarantee, it will be registered otherwise.
Original Post:https://community.smartsheet.com/announcement/new-way-submit-your-feature-requests
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
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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MDepuydt ✭✭
Dear@sdonnelly, Dear@Andrée Starå,
I recently started working with SmartSheet and this enhancement will save me hours. My vote up for this post - I also submitted the request for the same enhancement.
Have a good day!
Matthieu
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Andrée Starå ✭✭✭✭✭✭
Hi Matthieu,
Welcome to the Community and the wonderful world of Smartsheet!
Excellent that you've submitted the Enhancement Request, and I agree it would save many hours when I develop Client Solutions.
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 bymarking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
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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Tony Rojek ✭✭
Hello, is there any status update on this enhancement request? I also find this feature as one that would be beneficial and a large time savings.
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Nick Burrus ✭✭✭✭✭✭
This is one I'd like too. Smartsheet doesn't give updates on Enhancement requests individually or on the forums. The only way to see what is coming up is by joining the Early Adopter Program! I highly recommend joining that, there's been some amazing changes coming up.
Dr. St Nicholas Burrus DHA, PMP
I build Smartsheets for the US Government, State Government, and about a dozen of the US Fortune 100s.
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Ravi Sagar ✭✭✭
@Andrée Staråi am just wondering, if i copy a sheet which has the workflow created within it, then the workflow gets copied automatically to the new sheet.
Correct me if i am wrong, is the enhancement already in place now ? or i am seening something different.
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Andrée Starå ✭✭✭✭✭✭
Unfortunately, it's still not possible to copy just a Workflow from one sheet to another, but you are correct that if you copy a sheet, the Workflow(s) will be included (if selected).
Please submit an Enhancement Request when you have a moment
I hope that helps!
Be safe and have a fantastic weekend!
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 bymarking 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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
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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TSK ✭✭
In my case, I had to recover to an earlier snapshot to get back some data that was inadvertently deleted, and in the process of recovery, I had to export to Excel format and import the same (wasn't given the option to recover back to Smartsheet copy), and the multiple workflows I had were lost in the export/import steps. Here's +1 for the enhancement request!
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Just submitted the same enhancement request. This would be a great feature
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Hello. Was this applied to smartsheet's functionality@Andrée Starå@Sarah Donnelly?
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Andrée Starå ✭✭✭✭✭✭
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.
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 bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
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.
Categories
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":[]}">