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…
Hello Smartsheet Community, I am the Owner of a workspace named Source and also serve as an Admin for another workspace called Destination. I am attempting to copy or use the "Save As" function to duplicate a sheet named SourceWorkspaceSheet1 from the Source workspace into the Destination workspace. However, when I try to…
Hello Smartsheet Community, Our company recently went through a domain/email change, and since then one of our team members has been unable to access her Smartsheet account because the previous email tied to the account is no longer accessible. We have attempted several times to update the account to the new email address,…
We need to share a couple of sheets to unlicensed colleagues for viewing and minor editing. Can you advise what’s the best way to handle this? Should we: Ask them to create their own free accounts - what is the downside of this? Is there an “expiration” on their account and will they no longer be able to view/edit sheets…
We're on an annual enterprise plan & we have SSO enabled. I have shared a sheet (with edit access) to a person in our org domain, who is not currently a member. They edited the sheet, but they still don't show up anywhere as a visitor or a provisional member (I'm the sys admin so I can see all the users.) All the…
Hi there - We recently transferred over to the new membership model. In the past, I could change a user's access on a single item in a workspace without changing the workspace permissions. For example, a user could be an Editor on a report but overall have Viewer access to the workspace. However, now I am finding that I…
We have a workspace that contains sheets, reports, and a dashboard. We've been giving people Editor - Can Share access to the entire workspace. Some people who have Editor - Can Share access to the entire workspace (including showing that they have Viewer access to the dashboard) are saying that when they try to go to the…
I recently upgraded to a paid Pro account. The day I upgraded I could access everything I had created. I created a new sheet and it put it in a new untitled workspace. When I went back to access my other (previously created) Workspace today, I get a message "An error has occurred in Smartsheet." I've logged out and logged…
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 hoping someone has done the same thing and can help me figure out what to do :) When I joined my current company, they did not use SmartSheet. I have my own personal Smartsheet account, that is linked to my email address, and I pay for it annually. I have templates and dashboards created and I started creating some…
In smartsheet by going to Admin Centre → User Roles & Reports → More Actions → Sheet Access I can get a list of every users shared to every sheet and what their access is. I NEED the same for dynamic view !!!! I already use Groups wherever possible but in some cases they are individuals. If we have a new person start who…
In smartsheet admin centre → User Roles & Reports → More Actions there is the option to run a sheet access report that tells you everyone shared to a sheet. How do I achieve the same in dynamic view as I want to know every dynamic view a user is shared to (due to change of email etc.) So far I haven't found any way of…
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