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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

Is there a way to update row level data since Forms are only used currently to record new data only?
I have a form that currently takes in data. I was wondering if there was a way I could provide some sort of link to people so whenever they have an update to a previously provided row level data they could just access the link in make updates. I also want to limit their access to only the row level data assigned to them…
Automations Workflows Not Sent to Users with Unrestricted
Hi, This may have been discussed and questioned in other posts, but I am getting notifications from Smartsheet that my workflow is not being sent to other users that are not in our account even with the settings being Unrestricted. Is this a known issue?
Alerts using a trigger in one sheet to update information in another sheet
Hi, Here's my issue - in our Project Intake Sheet (which is connected through Control Centre), we have 3 columns of Target Dates related to restaurant opening. These 3 columns are estimated on intake, and updated throughout the life of the project. However, we have a situation where the PM often forgets to update these…
Formula para visualizar el ultimo usuario que modifico una celda en Smartsheet?
Buenas Tardes Comunidad, Me gustaria saber si existe alguna formula en Smartsheet que pueda visualizar en una columna quien fue el ultimo usuario que modifico "X" columna de "X" celda. Se que Smartsheet tiene la facilidad de poder ver el ultimo usuario adheriendo la columna llamada "Last modified user", o bien, podemos ver…
Update Dropdown List Options
Are there any recommendations on how to maintain dropdown options for a Control Center template? We have a Change Log template where one of the columns is 'Impacted Applications' with a dropdown column property. The list of options change periodically and each time that list changes, we currently need to rollout a global…
Copy of Template loses Alert Someone Email address in Automation
Hello, When I "Use" a template to create a new sheet, most of the automation remains, but the email address in the 'Alert someone' section gets erased and the Automation 'Saved Workflows' say UNABLE TO RUN. How can I get the template to keep the Automation workflows intact when I use the template to create a copy? I…
Forms - Intake sheet
I created a new form for my intake sheet, it is now populating the "Submitter" column with "web-form@smartsheet" and not the submitter email address. What am I missing?
New PDF Symbol on Dashboard?
Does anyone know why the PDF symbol is now looking different on Dashboards? I know it is not a big deal, but the document just looks off with the name of the document overlapping the symbol. Has anyone else noticed this on their Dashboards as well?
Export Form w/Logic
It would be great if we could export the edit view of a form that includes any logic applied. It also would be helpful to include the field name & the label.
Formula help combining and counting two conditional columns
Please help! I am Trying to count the total number when criteria is meet between two different columns. Each column has more than one answer option to include. Priority column can be answered Highest and or 5, Status Column can be answered either new or to do. Here is my formula among multiple others I have tried with no…
Enable check-box selection within Board card
Hi, Problem: We can see a check box exists on the card on the board, however we can't uncheck (or check) it from the card. We have to take the extra steps of opening the editing panel, and selecting/deselecting it there. Request: Enable us to make edits to all fields on the Board Cards themselves, so that we can work…
Row Report Column Names not Merging/Showing
Hello, I am currently trying to make a row report where I pull data from two different sheets and combine all the data onto one master sheet. My problem is specifically with a column that is labeled "Company" on sheet A. On sheet B it has a different name "Company Name". The problem is I can only see "Company" listed when…
How to create a sum column formula in Sheet Summary
I have a formula base column that I'm trying to get the sum in Sheet Summary and I'm getting the #invalid operation error. I have some criteria for the sum I'm looking for and I did the exact formula for the [DDA Hours Used] column, so I'm not understanding why this one isn't working.
Template not visible in workspace
Hi, I created a Template (New Project Plan Template) in my Workspace. When I use the link generated from the Share button on my Workspace (Copy Link), am I unable to view the Template. I created both the attached screenshots. I am assuming if I cannot see the Template in the Workspace from this link than none of the other…
Request to add percent incurred in Time and Fees Hours report
We do not track timesheet or expenses in Smartsheet Resource Allocation. We allocate time in percent for resource allocation. But the reports show incurred hrs only. Can we add the allocation percentage in all reports. That will be easy to understand in our reporting to leadership team
Bridge + SharePoint Integration
From all the videos I've watched and materials I've read it seems that Bridge is used to bring info into Smartsheet. What if I want it to share intake requests FROM Smartsheet TO SharePoint? I have this use case to share intake requests between departments that's using different systems. Currently it is being done…
Formula for duplicate data?
Quick question! Is there a formula or something that can alert me if there's any information in two different cells that are duplicated? For example…we code our clinic sites with three letters (ABC or DEF) in one column. Is there a formula that can let me know if it's ever duplicated? Thanks!
Join+Collect by rows
Hello, I am trying to create a smartsheet formula to aggregate summery information from an amendment sheet onto a master sheet. However, when I attempted to use join() +collect() my cell returned all date finalized collected then all #s collected and then all types collected. I want to return data in ROWS not COLUMNS. In…
💡 Healthcare & Life Science August Solution Spotlight - Opex & Strategic Planning
🖐️ Hey there Smartsheet Community! We have an exciting Solution Spotlight on August 14, at 1 pm EST / 10:00 am PST. In this Solution Spotlight, we'll explore how Smartsheet can help you seamlessly integrate Accreditation Management, Project and Portfolio Management, Mergers and Acquisitions, and Sourcing / Procurement to…
How to add "last modified" and "modified by" columns.
hi there! I have seen "last modified" and "modified by" columns on other sheets and am trying to figure out how to add those 2 columns to my already existing sheet. thanks in advance!

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