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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…

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Recent Discussions

Dynamic View - Bad Sheet ID Error
Hello community! I created a report to be used as a source in Dynamic View. I configured Dynamic View Field Logic to display 5 project close detail fields when the project status field is changed to "Complete". When testing, the fields appear when I change the status to "Complete", but when I enter the fields and select…
Possible to Filter a Column that has Multiple Values per Cell
Hey folks, Don't know that it is feasible but is there a workaround on creating a Report to filter for just 1 value from a DROP-DOWN list column type that enables multiple values to be selected. In other words, if the cell itself has more than 1 value and I want to create a report for just 1 of the values because that…
Formula to determine duration based on a certain status
Fairly new the smartsheet, so bear with me. I spend a lot of time in these forums learning, but have not quite been able to figure this one out. We have an intake sheet for project requests. We are tracking the date the request comes in and the date that we Close out a request, so Open and Closed statuses. However, there…
Questions about formatting in the Calendar App
Hi, I like the Calendar application and would like to start using it in presentations. Now I build my own rickety calendars in Google Slides, but would like to just take a screen cap of one of these instead. However, I have three questions that are preventing me from using it. I was wondering if anyone has found a…
Invalid Data Type - Date Column Sourced
Hi All, I created a metric sheet for my Dashboard with a section to count how many ground breaks I will have in 2024. The formula is sourcing a date column in my Summary Sheet. I entered the following formula into my cell: =COUNTIF({Summary Sheet Range 2}, YEAR(@cell) = 2024) Any ideas on why it's throwing an invalid data…
Converting excel formula to smartsheet.
Need assistance if the correct formula for this.=MIN(IF(D23:D28="","",D23:D28))
Document generation error on creation page
I have a template I've used for a few years that all of a sudden will generate and download, but not generate and attach to the row (as I need it to). Is there a setting I need to change? It just sits there and shows it's attempting it (I've waited 12 minutes for the last one), but the download one will complete itself in…
Cloned sheets populating the same form - how do I get around that?
I created a form in English, then cloned it and replaced the text with French. Both forms are now sending data to the same sheet. How do I get the French to go to a separate sheet? Do I have to start from scratch for the French version? (And I will have other languages, too.)
Meet our newest Smartsheet Overachievers! 🎉
Community, please join me in congratulating our 12 new and incredible Overachievers! @Brucey @Bruce Northcote @Chizu Hieida @Deena Duran @Gillian C @Lauren Dominique @Mikah Torres @Paul McGuinness @Paul Reeves @tmkj20 @Syed Muhafzal @Will Jeffords These Smartsheet customers have a passion for achieving the impossible - and…
Comparing Cell Contets
Comparing Employee names from FORM (no sign in required) in sheet with the Employee contact list Formula ? I have a master sheet that gathers: training Name and attendees names. i will like to generate the list of who did not attended the training. What is the best function to use for this? Many thanks,
Global Password Reset
There is currently no way to force a password reset on all users on the account. (And… no way to track when was the last time they changed their password). We have compliance requirements (healthcare) to change passwords on a regular basis. I need the ability to force a password change (even if I had the time to go through…
Invalid Data Type Error
Hi All, I created a metric sheet for my Dashboard with a section to count how many store openings I will have in 2024. The formula is sourcing my Summary Sheet. I entered the following formula into my cell: =COUNTIF({Summary Sheet Range 2}, YEAR(@cell) = 2024) Any ideas on why it's throwing an invalid data type error? Both…
Automagician Badge - how to earn it?
I had tried to submit my input on why I'd like to earn this badge but the site stalled and I can't find the place to do so, again. So here's my input: In our initial sheet I created back in December 2010, we have 55 workflows active that saves me-and other coworkers-a vast amount of time each day. The automated…
Help with a formula
I have two identical formulas except for a different cell reference. One works just fine, the other gives me an Invalid Data Type Formula. I can't find the issue
Combining MATCH and COLLECT
hi Apologies in advance, I am not an expert smartsheet user, still learning. I have a Sheet 1 where I have two columns Instructor_ID and Name Then on sheet 2 I would like to auto populate the Name when I type in the Instructor_ID. Something like COLLECT the Name from Sheet 1 where it MATCHES the Instructor_ID on sheet 2…
Formula for Adding Months
I am having a hard time with finding a formula for adding months, rather than days. I need to be able to input a date in one date column, and have it calculate 10 months out in another date column.
Using a Form, is it possible to NOT see previous entries suggested
I am using a form to populate several fields, two of which are Part Number and Serial Number. Those numbers will most likely never be entered again, but when I'm filling out the form, they pop up like suggestions to select. It's annoying. Is there a way to just have the blank line in the form and NOT have anything be…
Joining Data b/t an Intake Sheet & Summary Sheet
I am using Smartsheet control Center and have an Intake Sheet and a Summary sheet. I also have a Profile Data Sheet in my project template. The Intake & Summary sheets have a project # to join data. I'm wondering what is the best way to join data to display information on a report? 1 - Intake sheet populates a Project…
Is there a way to create a central dashboard that collects the separate forms for multiple teams?
I am building a new Intake System and I need multiple teams requests forms all to funnel to a central location without using one giant form. I need any help, suggestions, ideas? Our business will have about 10 forms for our department. HELP!
Need help with Checkbox Automatically checking if criteria met
I have been asked to help ensure we are meeting an SLA and have all the columns for dates and formulas set up. I need to automate a checkbox be checked if the time is 0. I've reviewed other posts and in my column for the checkbox I've added formula of =IF(SIOD Time@row = "Completed", 1) and It doesn't work. Also have tried…

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