Discussions - Smartsheet Community

Browse Member Tips

HOW TO: Duplicate / Copy a Group
Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…

See all

Recent Discussions

Timeline view in reports, now generally available!
October 29, 2025 Users can now choose to view their reports in timeline view. Please note: Timeline reports will reflect the source sheet(s), columns, filters, and groupings applied to the rest of the report. To change any of these, simply switch the report back to grid view. If you want to edit the Start Date or End Date…
ENGAGE Fun Starts Now: Play Our Virtual Games!
Hey there, Community! ENGAGE kicks off in just a few days, and whether you're joining us in Seattle or connecting from home, we've made sure you can take part in the fun. Tune In: Keynote Livestream Catch the main event from anywhere! Follow Smartsheet on LinkedIn to watch the ENGAGE Keynote Livestream on Wednesday,…
Greater control over users and budgets with Admin approval
October 27, 2025 Starting today, Smartsheet is introducing new Provisional Member settings in Admin Center, offering two options: a default setting that automatically downgrades all Provisional Members to a free seat at the end of their trial and an optional setting that automatically upgrades Provisional Members to paid…
Meet Angela Breslau, our October Member Spotlight! 🎉
Let me introduce you to Angela Breslau (@AngB789), not only our member spotlight this month, but an active Community Ambassador! She’ll also be at ENGAGE this year, and would love to meet you. Angela is an IT Project Management Analyst at United Health Services and lives in New York, US. A major system transition in her…
Refine your AI-generated charts with suggested prompts
October 22, 2025 Analyze data now includes suggested prompts to help you further refine and explore your data through AI-generated charts. After creating a chart using the analyze data AI tool, you’ll automatically see three contextual suggestions in the analyze data panel, sharing ideas to help you adjust visuals, surface…
Help Article updates October 2025
Hello Community, We’ve published new videos on these topics: How to use columns in Insert, delete, or rename columns How to use timeline view in Introduction to timeline view Widget types in dashboards in Widgets for Smartsheet dashboards To view the entire catalog of help articles, visit the Help and Learning Center. Were…
Learn how McLaren Formula 1 Team finds its edge with Smartsheet ✨ Share your story and enter to win
Smartsheet Community members from around the world are using Smartsheet Intelligent Work Management in ways that allow them to reduce friction and scale at speed. For the McLaren Formula 1 team, this means less time planning and more time pushing limits. “With Smartsheet, we’ve cut planning and preparation time for wind…
Community Corner Newsletter [October 2025]
Happy October, Community! The year is flying by, and you know what that means. Like @Arsineh mentioned in our last edition: the holidays are approaching! For me, the season's excitement is already building for what I consider a holiday in itself—ENGAGE Seattle 2025! It's a pleasure to bring you another edition of Community…
[GIVEAWAY] Win a Smartsheet Certification
Hello Community, The new Smartsheet Professional Certification is live! To celebrate your dedication to leveling up your skills, we're giving away one Learning & Certification Pass to help a lucky member get certified for free! Participating is very easy, just tell us in the comments below: What’s ONE reason getting…
October Question of the Month - Join the conversation and receive a badge
Hi Community! I love reading your stories, and September's question had some truly brilliant ones. It's clear you're some of the coolest people around, with everything from diving into the world of AI to building a custom playground for your parrot! I especially loved seeing so many of you working on your Smartsheet skills…
[GIVEAWAY] Celebrate 20 Years of Smartsheet!
Hello Community, You might have noticed by the title, but we have a huge milestone to celebrate — the 20th anniversary of Smartsheet! We wouldn’t be here without you so join us in celebrating with some Smartsheet trivia and enter for a chance to win commemorative 20 year anniversary swag. As we celebrate the past 20 years,…
Allow users to "request access" to a Dynamic View, like with other Workspace items
It would be useful if users who clicked a Dynamic View link (that they were not previously added to) could "request access" to the Dynamic View, and provide a reason, so that the admin can easily grant that access. The use case for me would be to avoid having to pre-populate and then maintain a user group of viewers, but…
Allow users to "request access" to a Dynamic View, like with other Workspace items
It would be useful if users who clicked a Dynamic View link (that they were not previously added to) could "request access" to the Dynamic View, and provide a reason, so that the admin can easily grant that access. The use case for me would be to avoid having to pre-populate and then maintain a user group of viewers, but…
Hi, I’m unable to fill out the Smartsheet form. Please find the attached screenshots.
Microsoft Causing Issues?
Hello, my company uses Microsoft office, so outlook is our email platform. Is that why my auto emails aren't sending from my smartsheet? I have them on my registration page, I click "ready to send" then save and it's supposed to auto send the invite/start the registration process. It's been working all week and last week…
Currency format on a Form
I have a sheet with a number column that is formatted as currency. On the form, I have the validation as a number only, but when the form is being filled out, the number does not have the currency format. This is a budget column for large projects and when the amount is in the millions, it is difficult for the person…
Formula for SUMIF all orders within last 90 days
I have an order sheet where individuals can order items, but we have a restriction that they can only order 5 "coupons" in a 90 day period. I need a "Block Order" box to be checked on the row if The order is > 5 "coupons" OR If the individual ordering has ordered > 5 "coupons" over the last 90 days (may be in multiple…
Cant Delete Sheet that I created
I try deleting the sheet i created in a workspace it shows that it work but then when I refresh the page or log out then it comes back. I tried moving them in to a folder in the workspace and they are not movable. I tried deleting them in 1 by 1 then I noticed some of them has this locked access and It is telling me to…
New USM - Need clarification for a few aspects
Hi, My organization needs clarification about the new USM before we run into issues at renewal. User experience is welcomed, but we also need this info from an employee. Can internal viewers remain viewers and still- Submit Update and Approval Requests sent to them? Will comments remain a field that can be included in…
Logo
Is there a way to add a logo to an automation email? I'm worried that it might look like junk mail and someone won't read it. I have a Business account, if that makes a difference.
Need a formula that returns a date while factoring in dependencies
I’m looking to add a couple of columns into my project plan sheets. SmartSheet already has a [Start] & a [Finish] column built into its project template, but I’m looking to differentiate between [Plan Start] & [Actual Start] and [Plan Finish] & [Actual Finish]. I renamed [Start] & [Finish] to [Plan Start] & [Plan Finish].…
why wont my sheets group properly in my report
I created a report to try and get all my projects tasks organized and identifiable by project. I have the report groups by work breakdown schedule sheet, but for some reason my latest sheet will not break out in its own group. in the image below you can see the sheet that is grouping is the template sheet, but the P-0100…
Parent/Children row date automation
I'm looking for some help with a possible parent/child formula. We have a parent row that lists the project name, then two date columns - start date and end date. The children rows list the tasks that have to be completed for the project. Each of the tasks will have a different start date and end date. The Foreman is…
Using group email account as "Triggering User" for Automation
We are looking at having the automatically triggered alerts to be sent by a group email address rather than an individual. We could possibly do it by associating a license to the group email account but that has a cost associated with it and a last resort. Sending from the organization is too broad for what we're looking…
Why are the Teams workflows inconsistent in how they appear?
The workflow notifications in teams are inconsistent. This is an example of how a message appears if you use "Alert Someone" - "Send to Specific People" and have the Smartsheet app added to your teams account: I want this exact format to appear in a public channel so i change the workflow to be "Send to Microsoft Teams". I…
borrar workspaces
hola deje mi cuenta como por 2 meses sin pagar y despues al pagar de nuevo no me deja borrar nada de la informacion que tenia ni revisarla
Plan Asset Manager - will it capture orphaned assets already in the system?
Hi, I missed the memo on the addition of the Plan Asset Manager role, and just assigned our admin account this role today. I did some digging because we had a person leave recently who didn't transfer assets before she left, and now we cannot access these sheets/reports. When we deleted her profile, we thought we…
Sheet Template
How do I share a sheet template?
Exporting Email Addresses from Smartsheet Contact List for SharePoint Integration
I have a Contact List column in my Smartsheet, but when I export the sheet to Excel, it only displays the full names of the contacts. For my SharePoint migration process, I need to retrieve and export only the email addresses from this column to ensure seamless item creation in the SharePoint list. I'm looking for the best…
I am the system admin but can't access the admin page
HELP WITH INDEX/MATCH ACROSS MULTIPLE COLUMNS WITH CRITERIA
Looking for formula help to accomplish the example below:

Welcome!

It looks like you're new here. Sign in to post and engage.