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…
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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