Template automations
complete
Luisa Patterson
When creating a space, folder, or checklist template include automations :) Right now, when you apply a template you have to set up the automations from scratch.
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Kennedy Whatley
When creating a folder Then List template is created should be an automation! For interior designer all of our client folders have the same lists and although we can manually copy these lists into the folder is would be awesome to have an automation that would create these lists in there as soon as the folder is created! Please advise if this is doable yet! Thx KW
Design Team
Can I please just check if we apply a folder template with automations to an existing folder, will it overwrite any existing jobs?
Michael Montefusco
Nice!
Waleed Elaghil
complete
You can now save any Space, Folder or List as a template with all Automations included!
ThePerfectWill
Waleed Elaghil:
Matt Williamson
I think this is done Zeb?
Waleed Elaghil
Hey Matt Williamson! That's correct, thank you for letting us know 🙂
Liz Warner
If I'm understanding right, we can save automation sequences as a template, but cannot apply them to existing lists - you have to create a new list, correct? It would be nice to apply an automation sequence to existing lists.
Brendan W
Merged in a post:
Templatize Automations
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Natalie Reed
Please let us templatize automations, so that we don't have to manually set up flows on each list! We have very similar flows across clients, but different folders for each client. It is such a drag to manually enable and update automations for every client, every time we make a workflow change.
Ivan Villa
Update: We have added the ability to include Automations with your list templates
Ran E
Ivan Villa:
Thank you Ivan!
Link ?
Sally
Ivan Villa: awesome. can't wait to try it out:)
R
Rico Deri
Ivan Villa: Wicked! Thanks.
RS Sound Ltd
Ivan Villa: Arghh.. but not at folder level for templates. How frustrating - I have a folder template which represents a project for me - so when I start a new project, I create all my lists from that folder template. Will the automations carry over then in the lists?
Kamil Kluziak
Ivan Villa: awaiting folder version
Mateusz Lesik
Ivan Villa: This is nice, but I am missing the possibility to save them within a folder template - not folder level automations as I know this feature is not available yet, but list level automations within a folder template with different lists having different automations setup
M
Mackey D'Addario
Ivan Villa: Was really excited when I saw this but am disappointed that there is no option to copy automations for folder templates. The automations sit within lists, but are necessary for our folder templates that contain multiple lists within them.
Hannah Pexa
Ivan Villa: We need/would like the automations to apply at list level within a Folder Template as well - we have a set type of new space we create and it's a pain to add the automations back within each list after creating that from a template. Any timeline on that revision to automation templates?
Ivan Villa
Hey Everyone! We have not closed the request because we know folder and above are still needed. We just wanted to share some of the progress we made to keep you updated.
Jeff Oxford
Ivan Villa: Awesome, thanks! Yes we use Folder automations 90% of the time so this improvement would be very helpful :)
Amy Wagner
I would like automation templates to be available for use in other lists, without having to include in a template.
ALSO, for sanity's sake, having the ability to
name
the automation so you can see its purpose without having to click into editing the automation.Angela ARNONE
If automation cannot be made as a template, then at least include the ability to copy to another list.
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