Duplicating a solution makes a copy of its tables, fields and settings. You can include the records and comments, and put the copy in this workspace or in another one.

Here is the test: do you need the same structure again, or a safe place to try changes? Duplicate the solution. To move one table instead, see Moving a Table to Another Solution.

Example: a risk team wants to redesign its Enterprise Risk Management solution without disturbing live work. It duplicates the solution with records and tries the changes in the copy first.

Plan Availability	All plan types.
Permissions	Administrators, and Solution Creators who are Solution Managers of the solution. The target workspace must be one where you hold the Administrator or Solution Creator role.
Platform	Web
Related Reading	Introduction to Solutions Share Solutions Solution Packaging Duplicate Your Fields, Tables, Views, and Solutions.

What is copied and what is not?

Copied.	Not copied.
Tables, fields and settings.	Automations.
Records, when Include Records is checked.	Tasks and starred items.
Comments, when Include Comments is checked.	Personal saved views.
Public views of every type, Document View included.	Notifications and activity history.
	Items in the Recycle Bin.

Note: Automations are never copied. Rebuild them in the copy.

How do I duplicate a solution?

From the Home Page:

Find the solution and open its three-dot menu.
Select Duplicate Solution.

From inside the solution:

Select the arrow next to the solution's name.
Select Duplicate Solution.

What do I set in the Duplicate Solution window?

Name: a new, unique name for the copy.
Duplicate in Workspace: the workspace for the copy. The list shows workspaces where you are an Administrator or a Solution Creator.
Include Records: copy every record.
Include Comments: copy every comment.

Select Duplicate Solution. SmartSuite opens the new solution when the copy is ready.

The Duplicate Solution window for Enterprise Risk Management, with Name, Duplicate in Workspace, Include Records and Include Comments.

When is a copy useful?

A new team or process that starts from a proven structure.
A safe copy to try changes in, away from live work.
A backup before a large import or a big structural change.

Frequently asked questions

Why did my automations not come across?

Automations are not included in a duplicate, in the same workspace or another. Rebuild them in the copy. Solution Packaging can include automations. See Solution Packaging.

Can I copy a solution into another workspace?

Yes. Choose the workspace under Duplicate in Workspace. Only workspaces where you are an Administrator or a Solution Creator are listed.

Are the records copied?

Only when Include Records is checked. Leave it clear to copy the empty structure.

Is a Document view copied?

Yes. Document View is a regular view type, so public views of every type are copied. Personal saved views are not.

Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.

Last verified 1 Nov 2026.

Duplicating a Solution