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 incredibly helpful to be able to send attachments from sheets in the actual body of the email message, rather than through an update request. External partners are often missing the attachments when they get sent through update requests and it would be a time saver for the recipients on the emails!
I have a tracker that automatically checks a box if something has to be paid in a certain month (based on a separate date column). I'd like to create a bar chart on the dashboard to summarize the money due each month, but it won't allow me to select the checkboxes as a source on the bar chart. My workaround was to create…
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