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…
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),…
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…
Hi, Currently i'm on business plan, and i have 2 paid users, I've converted 3 more users into paid users from provisional membership, please clarify the below points it's very confusing. 1. in attachment 1 it says 0 of 2 members, 2. in attachment no.2 it shows Billable seats 8 and purchased member seats 5, additional seats…
If someone is a "Viewer" on an asset technically they cannot take a qualifying action, correct? Don't they first need to 1) click on "Request to Edit" at top right of asset and then be granted access by the Owner or Admin of the asset? This seems very confusing and misleading to me. A Viewer cannot become a Provisional…
I'm sure everyone here who have transitioned or about to transition to USM know the model has not been thoroughly thought through and has significant loopholes. We will be converting in October (YIKES!). Can someone who has used the USM True-up page help me answer a scenario question? Scenario: If a user was downgraded to…
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