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…
I have three different columns on a sheet, each for different uses. But, I am creating a Dynamic View of that sheet and I want to make that Dynamic View available to contacts in each of those three columns. I tried to combine those columns into one "Dynamic View" column via a formula that would obviously change when…
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I have a number of forms created and one of the fields is a contact list. When I am in the sheet I am able to start typing a name and it offers suggestions and then links to that persons contact. When I try to do the same thing in a form it does not offer the suggestion and then does not link to the contact in the sheet.…
I set up a Data Mesh to sync contacts between 2 sheets. The goal is to sync the drop down contact list. Both columns are set to Contacts. However, when I get to the set up screen Confirm and Create, the Lookup Values field in the Source sheet is black and I can't manually add it. IT was set up correctly in the Map Sheet…
I have a multi-contact column where I assign users to a task [Assigned To]. I have another column where one of the assigned users selects their contact once they have completed their portion of the task [Completed By]. I want an automation that sends a reminder/Update request to Assigned Users that have not Completed their…
Card/Board view doesn't show Assigned To column as an option for grouping items. Some possible causes that I've already checked: There are no rows that are empty in the Assigned To column Rows with multiple assignees have also been converted to one assignee only The Assigned To column is of the Contact type The assignees…
I have a PowerBI report that pulls data from a Sheet. When I use a contact list on the sheet, the email address shows on the report, not the name. The customer wants to see names, not email addresses. I need the contact list column because I have reports that filter on logged in user. I don't want people to have to enter…
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