Copy a sheet with save as new

Users with access to the sheet can copy a sheet as new.

Create a copy of a sheet

1. Select File > Save as New to display the Save as New window.
2. Type a name for the new sheet in the Name your sheet field.
3. Under Save in, select the folder or workspace where you’d like to save the copied sheet.
4. Under Sharing Options enable Sharing.
5. Under Automated Workflow & Alert Options, choose the options you want to save with the copy of your sheet.  
6. Under Data & Formatting Options, choose the options you want to save with the copy of your sheet.
7. Choose Save.

Save as options

• Sharing Options: Preserve any sheet sharing that you've set up.
• Automated Workflow & Alert Options: Retains any associated Automation rules and notifications with the save as copy of the sheet.
• Data & Formatting Options: Retains any associated sheet data and formatting options with the save as copy of the sheet.
  • Sheet data and formatting: Includes information typed into cells and formatting manually applied to them. If unchecked, copied sheets will retain column names and types but all rows are blank.
    • Comments: Includes all row and sheet-level comments.
    • Attachments: Includes all row and sheet-level attachments.
    • Cell links: Preserves inbound cell links only. If unchecked, the sheet copy retains the cell data but doesn't create any links.
    • Sheet hyperlinks: Maintains hyperlinks to other sheets. If you don't check it, the sheet copy will retain the cell data but won't hyperlink.
  • Sheet filters: Includes sheet filters.
  • Forms: Includes any forms that you add to the sheet.

• Workflow recipients and Automation Permission Settings: Retains permission settings for the rules.

  • If a rule for the new sheet has no valid recipients, the sheet owner will receive this message in an email. This means that no one will be able to receive notifications based on the permission settings or the approved domain-sharing list for the account. An Automation rule on your sheet has become invalid. This sheet’s permissions settings are currently preventing recipients from getting notifications.
  • To modify rule permission settings for the sheet:
  1. Select Automation > Manage automation workflows... on the menu bar​​​​
  2. In the Saved Automation Workflows window, select the Settings icon in the upper right to modify Automation permission levels.

  You can choose formatting options to retain from the original sheet, such as comments, attachments, cell links, cross-sheet references, and sheet hyperlinks.