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…
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've noticed a few people asking for Speedometer Charts in Smartsheet, so I figured I would go ahead and publish this solution that I developed. It was some years ago, so there may be better ways and / or more efficient formulas, but this should at least help get everyone started… A few notes to kick things off… This…
Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for privacy. I had to split this into two posts due to the length. 1 of 2 : How to send Outlook emails using a template populated with…
Problem Statement Currently, Smartsheet’s native “Request Access” functionality provides very limited governance and administrative control for enterprise environments. When users request access to a sheet, report, or dashboard: The permission level is automatically predetermined (commonly Editor) Users cannot specify the…
Sheet access report - currently generating errors due to sheet names that contain quotes in the name (e.g., "Client Name" text text text) Prior to recent changes in the report, these were not a problem. We cannot control what characters people put in sheet names. Some also have commas in the sheet name. I've been running…
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